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Tax Microsoft Office

Location:
San Francisco, CA
Posted:
August 02, 2016

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Resume:

Midi Feng, CPA

* ********* ******, **** **, San Francisco, CA 94105 929-***-**** acvz04@r.postjobfree.com EDUCATION

Drexel University

Bachelor of Science in Business Administration, June 2011 with emphasis in Finance and Accounting Certified Public Accountant

WORK EXPERIENCE

Navolio & Tallman, LLP San Francisco, CA

Seasonal Senior Tax Accountant (January 2016 to Present)

• Prepared tax returns and extensions for high net worth individuals, fiduciaries, partnerships, and corporations

• Consulted clients to minimize their federal, state, and local tax liability using various vehicles, including retirement plan conversion, charitable contribution, and state tax deduction

• Identified, researched, and assessed various tax issues and presented such matters to senior staff members Burr Pilger Mayer, Inc. San Francisco, CA

Senior Tax Accountant (December 2013 to October 2015)

• Prepared tax returns and extensions for high net worth individuals, fiduciaries, partnerships, and corporations including Silicon Valley angel investors, venture capital fund, and start-ups

• Reviewed tax compliance work completed by other staffs

• Developed quarterly tax projections and estimated payments for reports clients

• Consulted clients to minimize their federal, state, and local tax liability using various vehicles, including retirement plan conversion, charitable contribution, and state tax deduction

• Identified, researched, and assessed various tax issues and presented such matters to senior staff members

• Conducted training that provides information on individual income tax system demonstrates tax software application and tax return preparation process

• Drafted tax correspondence letter to tax authority to resolve concerns associated with completed tax return, and other tax calculation

• Reassessed prior year methodologies to increase effectiveness and efficiency of the tax return preparation process Ernst & Young Taipei, Taiwan

Experienced Staff - Global Mobility (April 2012 to September 2013)

• Prepared tax returns for Fortune 500 companies’ inbound and outbound assignees according to international foreign tax regulation

• Provided tax calculation associated with global mobility, including tax equalization, gross-up tax, and hypothetical tax calculation

• Conducted pre-assignment and post-assignment tax briefing meeting to give an understanding of individual income tax regulation and scope of service to client

• Acted as the senior associate on engagement teams by conducting workshop that provides information on individual income tax system, and demonstrate tax software application

• Communicated with tax authority, company employees and HR personnel to determine the required documents and action related to tax return filing and tax assessments

• Structured assignments scheduling with company tax and HR staff to reduce tax risk in related to foreign assignment

• Consulted client on tax planning associated with international relocation to minimized oversea tax liabilities

• Managed and trained non-experience staffs and interns on the team with EY methodologies SKILLS/INTERESTS

• Fluent in written and spoken English, Chinese (Mandarin) and Taiwanese

• Fully competent in Microsoft Office, ProSystem fx, ProSystem fx Engagement, BNA Income Tax Planner, Sureprep, Autoflow

• Familiar with Windows 98/2000/XP/Vista/7, MAC, Linux operating system



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