Maggie Kee

Northville, MI *****

248-***-****, 616-***-****

ad1p76@r.postjobfree.com

https://www.linkedin.com/in/maggieqi18/

SUMMARY

Over 10 years of experience in Tax & accounting compliance with US GAAP, FASB & IFRS, including year-end closing, accounts reconciliations, prepared the audit schedules, produced budget/actual variance analysis.

3 years of preparing Corp, S Corp and partnership clients’ federal, multi-state, local income tax returns. Responded to IRS tax audit notices, provided professional solutions to the outstanding tax issues, internal control request from State and Local authorizes.

Ensured accurate and timely reorganized of revenue under ASC 606 & ASC 842 Lease accounting in compliance with US GAAP & IFRS 16

Proficient in International Transfer Pricing, Corp tax and multistate Corp Tax, and indirect tax (Including sales tax, value added tax returns (VAT), goods and services tax (GST), etc.

Strong research ability to be in charge of international transfer pricing by working closely with CPA tax teams and providing with the solution for benchmarking, case study by using excellent research skills, gained knowledge from various resources.

Prepared tax-exemption certificate for the customers from multi-states & multi-countries by using Avalara, CertCapture & OneSource tax systems.

Proficient in maintaining of the calculation of current earning & profits(E&P), Foreign currency exchange G/L, Global Intangible Low-taxed Income tax(GILTI), Foreign tax credit(FCI), Foreign Derived Intangible Income(FDII), Base Erosion and Anti-abuse Tax(BEAT) and Global minimum tax(Pillar II-Knowledge only) and filled in to the form respectively.

Verified and made necessary JE of the company’s tax provision in accordance with ASC 740 (formerly FAS 109 and FIN 48).

Worked with HR for multi-state employees withhold income tax based on the multi-states’ payroll tax regulations.

Proficient in industry ERP Accounting Software: SAP, Oracle, BAAN, PLEX, and Blackline, Oracle HFM Financial Reporting systems

Advanced level in MS Excel (Versions of 2010, 2007 and 2003)–skills include: Oracle Smart View, formulas, sorting, subtotal, V-lookup, H-Lookup, PV Chart/Pivot Table, reference, micros, etc.

Familiar with the various languages:

-Python-Machine Learning

-VBA (To prepare for payroll bi-weekly report, analysis report and Lease payment, interest expenses and amortization table and lease liability schedule and annual report)

-SQL-Gather data, or for a database back end for a large model

Demonstrated strong analysis skills, ability to set priorities, solve the problems at the high priority, pay attention to the details, meet tight deadlines, multitask, work under pressure, creative thinking of the challenge tasks and seek the best solution and provided the professional advice to the upper management.

Communicate effectively with cross functional groups in a work environment and contribute as a valuable team member.

Excellent oral and written communication skills

Professional Experiences:

Gap year – Took care of closed family members overseas 08/2022-09/2023

Robert Half International Senior Tax Analyst 02/2021-07/2022

-Deluxe Corporation, Shoreview, MN - Remote

American payments and business Technology Company. Its four business divisions comprise payments, cloud, promotional products, and checks.

Payroll Tax Analyst– Master Tax, VBA

Responsible for payroll tax fillings, quarterly and annual filings and completing paper based 941x returns.

Ensure to collect data and establish facts and identify trends and variances.

Responsible for amending customers’ 941X return.

Ability to review, interpret and evaluate accounting transactional information.

-Datamatics, Livonia, MI

Global Services provides intelligent solutions for data-driven businesses to increase productivity and enhance the customer experience. – GoSys / Ayco system, VBA & Python

Global Tax Analyst

Prepared form 1120, 1120S for corporate, S Corp clients, calculated annual depreciation and maintain the table update.

Prepared forms typical to the Asset Management Industry (Schedule D (Form 1040), M-3 (Form 1120), Forms 8949(Capital Asset), 6781(G/L on S1256 Asset), 8621(Passive Foreign investment Company-PFIC), 8886(Disclosure), 1118(Foreign tax Credit), 5471(Officer of Foreign Corp), 8865(Controlled foreign partnership), 8858(foreign Disregarding Entity-FDE)

Proficient in maintaining of the calculation of, Foreign currency exchange G/L,

- Form 1120 for current earning & profits (E&P)

- Form 1120-F for reconciliation of I/L and analysis of inappropriate RE’s per book

- Form 8993, section 250 deduction for Global Intangible Low-taxed Income tax (GILTI)—Subpart F inclusion, and

Foreign Derived Intangible Income (FDII-apply to special lower TR of 13.125%)

- Form 8991-Base Erosion and Anti-abuse Tax (BEAT) =10% of modified taxable income-Regular Corp income tax Liab (can’t go below zero)

-Global minimum tax (Pillar II-Knowledge only)

Prepared Form 1065 & Schedule K-1, K-2, K-3 for partnership clients’ total income or loss, deductions and credit & tie out with Tax Suite Excel spreadsheet by using advance skills on MS. Excel.

Provision guidance for income tax risk on clients’ balance sheet following by ASC 740 (Formerly FAS 109 & FIN 48)

Performed detail-level reviews of partnership work papers and resident state returns, allocations, and tax returns as well as preparing materials and research for consulting projects related to tax planning opportunities.

Communicated with client contacts as required to gather/verify/clarify information to complete their tax returns.

Performed other related duties as assigned or requested.

-Mercedes-Bens Financial Services, Farmington Hills, MI

Captive financial services provider for the Daimler Trucks North America family of commercial vehicle products - SAP

Internal Controls System-Senior Analyst

Ensured ICS (internal control systems) are implemented and monitored for USA and Canada ICS processes.

Dealt with long term and short-term debt, maintained the loan repayment schedule & interest payment schedule on monthly, quarterly, and annual basis.

Prepared/updated cash flow statement on weekly, bi-weekly, and monthly basis.

Involved the exchange rate, calculated the FC Gain or loss.

Ensured accurate and timely reporting of revenue under ASC 606 & ASC 842 Lease accounting in compliance with US GAAP & IFRS 16

-Duo Security, Ann Arbor, MI

Tax Analyst-Indirect Sales Tax

IT and networking brand that specializes in switches, routers, cyber security, and IoT and whose logo seems to be on every office telephone or conference hardware. – Avalara, OneSource & Oracle, VBA, Python & SQL

Issued Tax Exemption Certificates for the customers locate from local, multi-state (such as Michigan, California, Texas, NYS, NYC, Massachusetts, New Jersey, Illinois, North Carolina, Delaware, and Arizona, etc) and overseas in order to avoid double taxation.

Prepared tax general ledger reconciliations between tax software and accounting software to close tax calendar.

Familiarized with Avalara sandbox account and Avalara production account.

Reviewed the prior periods of tax data in OneSource.

Hand Enterprises Solution, Farmington Hills, MI 09/2019-11/2020

A Leading Enterprise IT Solutions Service Provider-SAP/Oracle, VBA, Python

International Tax Lead/Program Manager of ITT

Worked closely with the CPA tax teams to calculate/verify tax forecasts and filing for Federal, state corporation taxation for Year 2018 & quarterly filing for Year 2019 by working on IRS Tax form 1120.

Ensured accurate and timely reorganization of revenue under ASC 606 in compliance with GAAP.

Prepared Form 1065 & Schedule K-1, K-2, K-3 for partnership clients’ total income or loss, deductions and credit & tie out with Tax Suite Excel spreadsheet by using advance skills on MS. Excel.

Lead a tax and accounting team to complete the International Transfer Tax (ITT) program at Hand solution.

-Assign 2 direct accounting staff to collect the necessary information by setting up meeting with CPA firms' tax and accounting teams and preparing the forms and documents.

-Assigned and cooperated with the overseas headquarter (4 indirect reports from the different departments (such as logistics, sales, accounting, and internal auditing department) team members.

-Discussion with the head of the above-involved departments to conclude the decision for providing the advice with a detailed analysis report to upper management.

-Provided the ITT program training to the team member on weekly- basis.

Supported tax audit from Internal Revenue Service (IRS) examinations and responds to IRS notices on the U.S. return.

Delivered a full range of multi-state (such as Michigan, California, Texas, NYS, NYC, Massachusetts, New Jersey, Illinois, North Carolina, Delaware, and Arizona, etc) indirect sales tax, use tax, property tax and franchise tax.

Dealt with international transfer pricing by meeting with CPA tax teams and providing with the solution for benchmarking, case study by using excellent research skills, gained knowledge from various resources.

Ensured accurate and timely reporting of revenue under ASC 606 & ASC 842 Lease accounting in compliance with US GAAP & IFRS 16

Worked with HR/ADP for multi-state employees withhold income tax based on the different states’ payroll tax regulations.

Monitored & processed IRS form 1099 for independent contractors.

Communicated and interacted with management and operational leaders across the business, and developed further opportunities to enhance tax benefits, reduce complexity, and increase efficiency.

Responded to internal and external audit requests.

Did month-end closing, submitted financial reporting quarterly.

Prepared account reconciliations with HQ on monthly, quarterly, and annually basis

Robert Half International 11/2018-05/2019

Account Payable Specialist

-NSK Corporation -Global and leading automotive parts manufacturers - Baan & Oracle Ann Arbor, MI

-HoMedics, Inc. - Leading Innovator in Message Technology - Oracle Commerce Charter Twp, MI

-Neapco Holdings-OEM driveline Production & Services - SAP Farmington Hills, MI

-Freudenberg-NOK Sealing Technologies-Leading specialist in sealing applications - SAP Plymouth, MI

Prepared & converted the previous year accounting data from BAAN to Oracle ERP system.

Verified and settled discrepancies between suppliers’ invoices and inventory receiving in WH in SAP system on the daily basis.

Provided the monthly cost analysis, found the variance between standard and actual unit cost in order to reduce cost and enhance revenue, made the necessary JEs to adjust the unit cost in SAP system.

Purchased the inventory parts from subsidiary companies located in some countries in the EU, absorbed the VAT tax by using the proper foreign exchange rate to convert to local US currency added to the cost of goods sold and sale to the customers within USA, charge sales tax upon the sales price to the customers on the invoice (there is no VAT tax involved in US).

Resolved the problems of Tariff tax, Customer duty when receiving the suppliers’ billings or inquiries from agencies.

Settled the exchange rate caused the exchange gain or loss and adjusted it in the accounting system by passing JE.

Passed necessary accrual journal entries for month-end and year-end closing by using SAP.

Processed month-end affiliates & supplier reconsolidations and key accounts reconciliations

Performed month-end adjustment and closing by posting inventory discrepancies and customer receipts.

Tianhai Electronic N.A. -Tier 1 supplier to OEM - PLEX, Pontiac, MI 11/2017-02/2018

Senior Cost Accountant

Verified and settled discrepancies between suppliers’ invoices & inventory received in the Warehouse on a daily basis.

Resolved the problems of Tariff tax, Custom duty when receiving the suppliers’ billings, inquiries from agencies.

Processed month-end inter-company (North American, Europe, China) invoices and reconciliations

Understood, translated, and solved the discrepancies between the supplier, plant, warehouses and accounting by Skype conference calls on weekly basis.

Finished annual physical inventory checkup and made necessary accounting adjustments.

Passed necessary accrual journal entries for month-end and year-end closing.

Ensured accurate and timely reporting of revenue under ASC 606 & ASC 842 Lease accounting in compliance with US GAAP & IFRS 16

Prepared year-end account reconciliations, audit schedules for internal and external auditors

Cooperated with HQ for preparing the internal and external audits quarterly & annually.

Supervised and trained interns and staff in warehouse

Worked closely with IT department to establish the inventory receiving and tracking system.

Windsor Regional Hospital, Windsor, ON 09/2009-08/2012

Jr. Financial Analyst

Analyzed payroll data and oversaw the processing of bi-weekly pay for over 2,000 employees.

Reviewed, evaluated, and assessed the accuracy of payroll and tax documents ensuring compliance with federal, state, and local regulations.

Passed necessary accrual journal entries for month-end and year-end closing.

Prepared year-end account reconciliations, prepared audit schedules

Participated and reviewed financial data for multiple departments and projects, made the necessary adjustment on budgeting for next year.

Analyzed budgets and actual vs. budget comparison, made the journal entries as needed, created financial reports for management on a monthly basis.

Educational Background:

Bachelor of Accountancy from Walsh College, Troy, MI 04/2015-09/2017

Microsoft Certified Application Specialist (MCAS) in Office Excel 2007 12/16/2010

Microsoft Certified Application Specialist (MCAS) in Office Word 2007 03/05/2010

Accounting Designations Eligibility from various countries:

LCCI 3rd Level Diploma in Business Studies, United Kingdom 2002-2003

Passed Canada CPA/CMA (Certified Management Accountant) entrance exam 2010-2011

CPA Eligible, plan to complete for US CPA exams within 18 months 03/2023-09/2024

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