Carol ine Jang
512-***-**** acxedt@r.postjobfree.com
EDUCAT I ON
B.B.A., Accounting CPA Candidate
University of Texas at San Antonio Completion of 150 course hours PROFESS I ONAL EXPER I ENCE
W. Hamilton & Company, PLLC Austin, Texas
Tax Staff Accountant May 2016 – October 2016
• Prepared federal and state tax returns for individuals, partnerships, corporations, non-profits, and estates
• Prepared documents for an offer in compromise (OIC) to resolved IRS notices
• Comprehensive knowledge of accounting, payroll, general ledger postings, invoicing, taxation issues, and regulatory compliance guidelines
• Projected quarterly estimated tax payments
• Analyzed legal documents, including wills, and corporate contracts
• Provided administrative support and assistance to front office staff Cooper CPA Group, PC Austin, Texas
Tax Staff Accountant November 2013 – April 2016
• Prepare federal and state tax returns for individuals, partnerships, corporations, non-profits, and estates
• Research federal and state tax matters for tax planning and tax return preparation purposes
• Assist clients to institute tax planning strategies
• Prepare periodic cash tax projections
• Designed and created monthly and annual financial statements
• Work with clients to obtain the proper information to prepare the tax returns
• Coordinate with IRS Agents to resolve tax controversy matters including responding to IDR, preparing tax settlement proposals, and communication with the agent
• Review accounting books and ledgers maintained by clients
• Facilitated month-end processes, invoicing, journal entries, and account reconciliations
• Actively work to maintain existing relationships and develop new ones with clients
• Ensured that tax returns were prepared and filed on time Prence, LLC CPA Firm Koppel, Pennsylvania
Accountant May 2012 – October 2013
• Reconciled monthly bank statements
• Prepared monthly financials (Balance Sheet and Income Statement)
• Booked daily accounts payable, accounts receivable, and other data entries
• Prepared sales tax information used to submit the sales tax returns through E-Tides
• Processed payroll and prepared quarterly payroll reports using Paychex and ADP
• Coordinated year-end sales and worker’s compensation audits
• Prepared and processed federal and state tax returns
• Prepared Forms W-2 and 1099
• Researched payroll and tax law compliance requirements Panda 2 Go Restaurant Austin, Texas
Operations Manager/Bookkeeper January 2009 – April 2012
• Managed daily operations by performing inventory audits, filling open positions, training new hires, evaluating daily performance, reconciling the cash register balance, setting up weekly schedules, and ensuring a high level of customer satisfaction.
• Initiated and implemented plans to improve sales through providing samples and online ordering advertisements
• Booked daily accounts payable and accounts receivable entries
• Processed payroll on a weekly basis
Altair Technology, Inc. San Antonio, Texas
Accountant/Administrative Support Intern August 2008 – December. 2008
• Provided administrative support and assistance to front office staff
• Performed monthly bank statement reconciliations
• Maintained information and records related to long-term client portfolios Guerrero & Co. CPA San Antonio, Texas
Accounting Intern August 2007 –December. 2007
• Reconciled monthly bank statements and data entries
• Shadowed senior consultants performing accounting duties in the field and office
• Researched and complied notes for the formulation of financial reporting procedures and policies
• Prepared and organized marketing events
SK I LLS
• Ability to provide services to clients using remote desktop connections
• Proficient with CCH Axcess, CCH Documents, CCH Projects, CCH Engagement, CCH Fixed Assets, ProSystemfx, TaxWise, QuickBooks, and TFP Data Systems
• Proficient with Microsoft Word, PowerPoint, Excel, Outlook, and data entry
• Fluent at a professional level in speaking Chinese (Mandarin) QUAL I F I CAT I ONS
VITA/TCE Austin, Texas
Tax Preparer Volunteer December 2011 – April 2012
• Prepared basic and intermediate income tax returns for 2011
• Organized and cleaned workshops for clients and tax preparers
• Assisted in Austin, Texas region in completion of 17,000 tax returns TSCPA (Texas Society of Certified Public Accountants) San Antonio, Texas Active Member October 2006 – Present
• Volunteered for accounting scholarship fundraisers
• Developed and executed member recruiting plans