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MS Excel, MS Word, MS Power point, GoSystem, OneSource, ProSystem, etc

Queens Village, New York, United States
March 15, 2019

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(Passed all four parts of CPA exam)

**** **** ****. ***. **, Oakland Gardens, N.Y. 11364, Tel: 646-***-****, Email:

OBJECTIVE: To obtain a position in taxation where my skills will be utilized

SKILLS: Proficient in MS Excel, MS Word, MS Power point, GoSystem, OneSource RS, ProSystem, ProSeries and

Turbo Tax Business, Quick Books desktop version, CCH Research Data Base; excellent research skills


UBM Group Plc, Lake Success, New York June 2018 – August 2018

Tax Associate in Domestic Tax Team, Tax Department (contract)

Analyzed financial information from Oracle database, to prepare year-end tax reconciliations between general ledger, detailed trial balance and profit/loss statements

Performed provision to tax analysis and investigated book to tax differences with detailed trial balance and P/L schedules

Prepared federal tax returns for year 2017 using OneSource RS

Prepared state estimated tax payments schedule, and maintained tax calendar

Compiled information for state tax audit from year 2014 to year 2016 unitary returns, and analyzed state tax audit reports to performed reconciliations related to gross receipts, payrolls, and properties

Responded to IRS & State tax notices and inquiry letters such as improperly recorded underpayments, improperly recorded carried over credits, incorrect adjustments made to state tax returns, et cetera

Self-employed, New York, New York November 2010 - June 2018

Tax Accountant

Performed book keeping and prepared tax returns for small business clients using variety of accounting software and tax software, and responding to IRS & State tax notices and inquiry letters on behalf of clients

Prepared partnership returns and K-1 packages for federal and states purposes

Collected and analyzed individual clients’ financial information such as W-2, 1099 int, 1099 div, 1099 B, 1099 R,

K-1s and any items related to business activities to make clients’ organizers and prepared federal and state quarterly tax estimates and annual income tax returns for high net worth individual clients using variety of tax software

Associated with WeiWei CPA, Nordstrom Rack, EL AD group, et cetera

Warner Music Group Corp, New York, New York February 2008 - November 2010

Senior Tax Associate in Domestic Tax Team, Tax Department

Performed quarterly and year-end income tax provisions under ASC 740 and performed FIN 48 analysis

Reviewed and analyzed financial information to prepare year-end tax reconciliations between general ledger, trial balance and profit/loss statements, and performed provision to tax analysis

Prepared working papers and federal tax returns for WMG’s all U.S. based consolidated and stand alone companies using OneSource

Reviewed and analyzed sales, payroll, and property factors in each filing state to prepare state apportionment and allocation schedules, and prepared state tax returns

Calculated and maintained records for quarterly estimated tax payments and updated depreciation and amortization schedules

Responded to IRS & State tax notices and inquiry letters

Assisted in special tax projects as needed, such as responding IRS and states’ tax audit reports, and preparing amended returns

Assisted developing an Excel model which automated major tax process

Deloitte Tax LLP, New York, New York December 2006 - February 2008

Tax Consultant II in Hedge Fund Group, Financial Service Industry Tax

Reviewed annual financial information and ensured mistakes were corrected before further tax analysis being performed

Performed wash sales, constructive sales, dividend received deduction and qualified dividend income testing, et cetera

Performed special allocation according to the partnership’s agreements

Prepared 1065 and K-1package for investment partnerships using GoSystem RS

EDUCATION: Bernard Baruch College, Zicklin School of Business, CUNY, New York, NY

Bachelor of Business Administration in Accountancy, August 2006

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