Mao Wang, CPA
Atlanta, GA 470-***-****
************@*****.***
Tax Associate
Driven tax professional with expertise in corporate and individual tax returns
Exemplary tax/accounting professional with 3.5 years of experience in minimizing tax liability and maximizing tax credit for a wide range of clientele in a fast-paced environment. Possess keen attention-to-details and critical-thinking skills to resolve problems and research laws to provide the best service to the customer base. Maintain knowledge of current and new tax laws for compliance. Outstanding interpersonal and communication abilities to interact with clients from diverse backgrounds, corporate representatives, and teams to build trust and convey understandable information. Fluent in English and Chinese. Proficient in MS Office Suite, QuickBooks, Peachtree/Sage, and UltraTax
Operations
Leadership
Client Services
Corporate/Individual Tax Preparation
Cross-Functional Collaboration
Relationship Building
Tax Laws/Regulations
Strategic Planning
Accounts Management
Financial Statements Compilation
Tax Solution Development
Tax Consultation
PROFESSIONAL EXPERIENCE
Galeano, Li, Lei & Villegas, CPA LLC, Atlanta, GA
Senior Accountant
2015 - Present
Build and maintain close relations with individuals, corporate and foreign national clients with high net worth to provide tax preparation services. Research property, gifts, investments, deductions and other tax credits to minimize tax payments. Consult with clients on future tax planning and best business practices. Collaborate with teams to discuss new laws and strategies to represent clients. Generate correspondences and responses to IRS notices. Monitor and maintain fixed assets and depreciation schedules for accuracy. Prepare and process general ledger transactions and journal entries.
Prepared complex tax returns for partnerships and corporations with commerce in more than 20 states; identified unclaimed tax credits worth more than $14K.
Discovered an error on a client’s 1099K that would cost the client over $8,000 in penalties and fees; requested a corrected 1099K and processed the business and personal returns on time.
Skillfully researched a $7,000 IRS penalty on a client’s retirement distributions; identified the client’s error and crafted an explanation to IRS to have the penalty waivered to retain the client’s exclusive business.
Overhauled the accounting system for a new corporate client with several years of neglected bookkeeping; reduced entry errors 90%, new entries input time by 50%, and retrained staff after only 40 hours of work.
Researched and investigated reconciliation errors, outstanding items, and entry inconsistencies to generate accurate financial statements and support the corporation’s ability to thrive.
Randall Hensel & Company, CPA, Missoula, MT
Staff Accountant
2014 - 2015
Processed corporate payroll and tax returns for not-for-profit clients. Advised clients on proactive measures to save time and tax credits.
Meticulously prepared and processed numerous individual and corporate tax returns; returns completed accurately and provided audit concerns.
Educated clients on potential credits for future tax filings to ensure clients receive the maximal refund.
EDUCATION & CREDENTIALS
Master of Accountancy University of Montana, Missoula, MT (2014)
AACSB Accounting Accreditation
Internal Auditor (Academic Project)
Bachelor of Accounting Jiang Xi University of Finance and Economics, Nan Chang, Jiang Xi, China (2010)
Certificates & Licenses
Active Georgia CPA License Certified VITA Tax Associate
Professional & Community Involvement
VITA Volunteer
Vice President of the Chinese Student Association, 2012 - 2013