Income Tax Returns

JESSICA CHOI, CPA

Irvine, CA ***** 949-***-**** ********.****@*****.***

PROFESSIONAL SUMMARY

Analytical and accomplished accounting professional with 18 years of experience in public and corporate accounting.

Experienced in managing and leading teams to provide income tax services to diverse clients. Proficient knowledge of corporate, partnership and individual taxation with strong background in cross-border transactions and high net worth tax issues.

Expertise in supporting month-end, quarter-end, and year-end closing processes in accordance with GAAP. Accounting specialist skilled at working quickly and accurately under tight deadlines. Self-motivated, detail-oriented and problem solver with a strong work ethic. Extensive knowledge of UltraTax and QuickBooks.

WORK EXPERIENCE

Tax Manager / Tax Senior – JC & Associates (Irvine, CA) January 2012 – Present

• Led multiple individual and small business tax engagements, advising clients on tax implications, and identifying different methods of complying with tax regulations. Ensured quality income tax services for diverse client base.

• Built and maintained strong relationships with clients, resulting in increased business retention.

• Prepared federal and state income tax returns for individuals, corporations, and partnerships with accuracy resulting in client satisfaction.

• Prepared periodic financial statements including balance sheet, income statement and cash flow statement.

• Performed quarterly and annual assurance services and prepared audited financial statements.

• Performed due diligence for business acquisition and capital investments.

• Performed attestation services; agreed upon procedures and prepared reports for factoring companies.

• Prepared business plans for individuals and businesses.

• Prepared and filed corporate trademark applications.

• Supervised teams of multiple number of staff in U.S., Korea, and Vietnam, collaborating and training.

• Obtained valuable knowledge in serving clients from diverse industries. Senior Associate – JC & Company (Irvine, CA) August 2011 – April 2012

• Assisted tax manager in leading multiple tax engagements by gathering data necessary.

• Prepared research memoranda and other documents.

• Reviewed and evaluated staff work resulting in staff development and improved work quality.

• Prepared federal and state income tax returns for individuals and corporations in a timely manner.

• Managed multiple clients, responsible for preparing periodic financial statements, other filings of payroll and sales tax returns.

• Prepared journal entries and reconciled financial discrepancies by collecting and analyzing general ledger account information.

• Responsible for payroll, sales tax report, and timely filing of quarterly and annual federal and state tax returns for various clients.

Senior Associate / Associate – Lee & Park (Los Angeles, CA) February 2006 – July 2011

• Assisted manager in preparing year-end financial statements for corporate tax returns.

• Collaborated with team members to provide quality income tax services to diverse clients.

• Prepared federal and state income tax returns for individuals in a timely manner.

• Communicated with clients in gathering and analyzing tax documents for individual tax returns.

• Managed multiple clients, responsible for preparing periodic financial statements, other filings of payroll and sales tax returns.

• Prepared journal entries and reconciled financial discrepancies by collecting and analyzing general ledger account information.

• Participated in attestation services; agreed upon procedures and prepared reports for factoring companies.

Assistant Accounting Manager – Finance & Accounting Team, National Instruments (Seoul, Korea) September 2004 - February 2006

• Prepared monthly, quarterly, and year-end financial statements including balance sheet and income statement.

• Prepared general ledger adjustment, accrual entries, analysis, and reconciliation.

• Reviewed daily cash transactions, periodic accounts receivable and accounts payable aging details. Staff Accountant – JW Korea (Seoul, Korea) June 2003 – August 2004

• Performed bank reconciliation, prepared invoices, recorded collections, bills and issued check payments.

• Analyzed general ledger accounts and reconciled financial discrepancies by collecting and analyzing account information.

EDUCATION

University of Illinois at Chicago, Illinois - Master of Science in Accounting STRENGTHS

• Leadership – led team in the U.S., Korea, and Vietnam in implementing in-housed fast-paced bookkeeping and tax preparation services for diverse clients.

• Problem-Solving – has developed tax strategy for complex cross-border tax returns, saving client in taxes.

• Client Management – has built strong, long-term relationships with clients.

• Quality Work - ensure delivery of quality work and take day to day leadership of teams. SKILLS

• UltraTax CS, QuickBooks, AME, 1099-ETC, Lacerte Tax and ProConnect Tax.

• Advanced MS Office knowledge in Excel and PowerPoint.

• Tax compliance, tax planning, international taxation, state & local taxation, income tax treaties, corporate taxation, individual taxation, partnership taxation, high net worth individuals, accounting, analytical skills, interpersonal skills, written communication skills, leadership skills, training, and supervision.

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