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Tax Accountant

Location:
Austin, TX
Posted:
November 06, 2016

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Resume:

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



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