Baruch College CUNY, Zicklin School of Business New York, NY
Bachelor of Business Administration Expected May 2021
Prager Metis CPAs LLC January 2020 – April 2020
•Efficiently adjusted to remote working due to Covid-19 whilst maintaining close contact with Partners and Managers by utilizing MS Teams to successfully prioritize and complete any work assigned to me.
•Prepared Schedule K-1s and 1041s, mainly working with partners in the Trust and High Net Worth Department.
•Utilized CCH systems to prepare federal and state tax returns for 1040 individual, 1065 partnerships, 1120 corporates, and 1120 S-corporations.
•Verified workpapers and tax forms in U.S. Verification and Sureprep to correctly export information into tax returns.
•Reviewed and detailed errors in partnership details inputted in the form 1065s for the international tax department.
•Participated in technical tax training sessions such as any new software that the firm is using for the upcoming tax seasons.
•Formulated workpapers and open items lists to support book to tax analysis, tax allocations, and calculations to support K-1 footnotes.
•Performed month end activities such as preparing monthly journal vouchers, reports, and reconciliations.
•Prepared and amended 1099s and 1096s for various clients and companies using CFS Payroll system.
•Created engagement letters for individuals and corporations on behalf of the company.
•Worked cooperatively with Partners and Managers to closely review tax documents and prioritize workload to self using Workstream.
Bell & Company LLP September 2018 – March 2019
•Collated tax returns and filed away all individual and corporate tax files and financial statements.
•Recorded transactions and time sheets into the firm’s databases and record books.
•Maintained communication with clients and managed the receptionist desk and supply room.
•Executed all ad-hoc tasks requested within the office such as emailing, printing, and mailing checks/deposits.
Tax Pros USA LTD. December 2014 – September 2018
•Recorded monthly bank statements into QuickBooks for reconciliations.
•Entered data collected from the client’s interviews into the firm’s database and Cardscan.
•Interviewed clients to help the tax preparers gather the information needed to conduct the tax returns.
•Reviewed documentation for IRS and served as the liaison between the individual Taxpayers and audit agency.
•Updated any changes to clients’ and companies’ Power of Attorneys and Engagement Letters.
•Greeted and answered phone calls from clients and visitors to ensure a welcoming setting.
Ascend Baruch College September 2017- June 2018
Assistant Vice President of Fundraising Committee
•Exercised marketing and salesmanship during fundraising events to effectively earn profit.
•Acted upon my innovations and creativity to plan and promote new fundraising events.
•Worked with Ascend E-board and other clubs to promote social events.
•Budget Planning with the VP of Fundraising to estimate the amount of profit needed.
•Responsible for finalizing all ideas and projects and making sure all operations ran smoothly as planned.
SKILLS & INTERESTS
Computer Skills: QuickBooks, CFS Payroll, CCH Axcess, U.S. Verification, Sureprep, MS Office, VMHorizon, Google
Languages: English, Cantonese, Mandarin (Conversational), Taishanese (Conversational), Spanish (Elementary)
Interests: Violin, Flute, Spicy Food, and Travelling