Accounting Manager
Resume:
Yaxin Chen
*** ****** ** *** ***, Harrison, NJ, *7029
*******@*******.***
SUMMARY
Hardworking, organized and detail–oriented CPA candidate with strong academic background and practical experience in accounting and taxation l Strong data acquisition and analysis ability with business intelligence tools, such as Tableau, Alteryx, QlikView, Python and Oracle SQL
EDUCATION
2016 - 2019 FOR DHAM UNIVERSITY, GRADUATE SCHOOL OF BUSINESS New York, NY MS in Business Analytic GPA 3.7
2012 - 2015 FORDHAM UNIVERSITY, GRADUATE SCHOOL OF BUSINESS New York, NY MBA in Public Accounting and MS in Taxation GPA 3.8 2005 - 2009 SHIJIAZHUSANG UNIVERSITY OF ECONOMICS Hebei, China B.S. Professional Accounting GPA 3.6
WORK EXPERIENCE
2017-Current THE ROSEN GROUP Nutley, NJ
Senior Tax Analyst
Prepare federal and state tax returns for C Corps, S Corps, Partnerships and Individuals via ProSystem fx l Review financial statements provided by Clients and suggest accounting and tax adjustments according to U.S. GAAP and Internal Revenue Code
Perform research on financial filing data and analyze potential impacts of Standards Update on U.S. GAAP and Internal Revenue Code to identify and mitigate risk and maximize tax benefits
Conduct analysis of financial data using BI tools (Tableau and Alteryx) and provide financial advices 2015-2016 DEMETRIUS BERKOWER LLC Iselin, NJ
Tax Associate
Prepared Private Equity and Hedge Fund Partnership Schedule K-1s and Returns via Go-system l Prepared partnership tax work papers for Funds, Management Companies and Aggregators including Balance Sheet, Journal Entries, Trial Balance Reconciliation, Schedule K, Partners’ Capital Accounts
Prepared work papers for book to tax reconciliations, tax allocations, tax basis carryover schedule, constructive sales testing, wash sale testing, waterfall calculations and section 704 (b) calculations
Prepared international reporting Form 1042, 8804, 8805, 8858 and 8865
Conducted research for fund launches and reviewed fund documents, including the Private Placement Memorandum, limited partnership agreement, the Investment Management Agreement, understanding fee structure and pricing/valuation to ensure the accuracy of Fund’s financial reporting disclosure
Analyzed information provided by clients for the purposes of relevant footnote disclosures on partners’ Schedule K-1
2015 Waldman & Hirsch Company. LLC New York, NY
Tax Accountant
Prepared federal and state tax returns for C Corps, S Corps, Partnership and Individuals in Go-system Prepared work papers for book to tax reconciliations and assisted manager with M-3 preparation. Adjusted financial statements provided by clients and reclassified expenses in work papers according to Internal Revenue Code using CaseWare
Performed tax research and leveraged personal knowledge of the Internal Revenue Code to support managers to file tax returns
ADDITIONAL
Software: Go-System, ProSystem fx, CaseWare, QuickBooks, Alteryx, Tableau, Oracle SQL, R, Python
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