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Manager Assistant

Location:
Boston, MA
Salary:
70000
Posted:
May 21, 2019

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Resume:

YIBINGQING (EMMA) JIANG

**** ******* ***, ***#***, Fort Lee, NJ 07024

201-***-**** ac9fi4@r.postjobfree.com

EDUCATION

FORDHAM UNIVERSITY, Gabelli School of Business New York, NY MBA in Public Accountancy and MS in Taxation, GPA 3.7 2015-2018

Coursework: International Taxation, Federal research and Procedure, Tax Planning

CPA Exam: Regulation, Business Environment & Concepts, Financial Accounting (2018 Passed)

Teaching Assistant: Four courses (Individual Tax, Corporate Tax, Partnership and Tax Accounting) Team leader: Fordham Accounting & Tax Society Case Competition CENTRAL UNIVERSITY OF FINANCE AND ECONOMICS Beijing, CN BS in Business Administration, GPA 3.5 2009-2013

EXPERIENCE

FIDELITY INVESTMENT Jersey City, NJ

Brokerage Operations Representative October 2018- current

Research and resolve daily exceptions generated from the CALIPER performance engine

Resolve brokers’ and clients’ inquires via telephone and work items, research and resolve customer inquiries received, support performance reporting for Fidelity’s customers

Analyze and validate 1,3,5,10 years, since inception annualized and cumulative returns, and composite returns using time weighted and money weighted methods

Review current processes, identify system deficiencies and recommend ways to streamline the process to make it more efficient

Code with R studio, SQL; focus on automating the process to reduce the manual effort involved STANDARD CHARTERED BANK New York, NY

Corporate Tax Intern January 2017- December 2017

Directly reported to Senior Tax Manager in the Central Finance Department

Analyzed data in transfer pricing project and communicate with offices in the UK, Singapore and India to co-ordinate and apply transfer pricing methods according to the OECD Guidelines

Negotiated with IRS agents on a payroll tax audit covering Y2011-Y2016, analyzed statistics data and IRS audit report, challenged audit sampling method and decreased penalty by 50%

Reviewed and corrected revenue allocations and interest expense mapping for several financial products (i.e. FX, Rates, Credits, Commodities) to assist in preparing the Y2017 Annual Tax Return, and Schedule M-1 Adjustments (Form 1120F)

Conducted research for transfer pricing methods, tax reform 2017, US-UK treaty (using CCH, BNA, and RIA Checkpoint), Amended NYS and 14 other state income tax returns for the bank and five subsidiaries (using OneSource)

Prepared and filed excise tax returns (Form 720) AGOSTINO & ASSOCIATES, PC. (LAW FIRM) Hackensack, NJ Tax Intern May 2016- December 2016

Assisted tax attorneys at US tax court trials and pre-trial settlement negotiations, interviewed with tax practitioners

Conducted tax research and prepared outlines, slides and materials for the United States Tax Court Practitioners Non-Attorney Exam seminar series

ADDITIONAL

Computer Skills: Proficient in Excel, PowerPoint, Access, R Studio, SQL, Tableau

Hobbies: Jazz Drum, Guzheng, Swimming, Weight Lift, Calligraphy



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