Manager Financial
Resume:
TUAN T LAM (Steven)
**** ******** ******, *** *****, Ca 92111
adfpgi@r.postjobfree.com
OBJECTIVE
I am seeking employment with a company where I can use my experience and education to help the company meet and surpass its goals. A competitive and challenging environment is also my best interest. I want to excel in this field with hard work, perseverance and dedication. ACADEMICS
SAN DIEGO STATE UNIVERSITY, San Diego, California 2014 Bachelor of Business Administration
Graduated in Business Administration - Financial Services Enrollment Agent (EA) 2020 – 2023
EXPERIENCE
Robert D. Gerhart CPA, San Diego, CA 92131 01/2020 – 04/2020 Tax Preparer
Prepared complex tax returns for individuals and small business using Lacerte software. Used all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum. Interviewing clients to get an exact picture of the financial situation. Abacus Properties Inc, San Diego, CA 92127 05/2018 – Present Real Estate Sale Representative
Provide guidance and assist sellers - buyers in marketing and purchasing property. Determine clients’ needs and financials abilities to propose solutions. Cooperate with appraisers, escrow companies, lenders and home inspectors. Mongolian Hot Pot Restaurant, San Diego, CA 92111 06/2013 – 12/19 Server
A friendly, relaxing demeanor, courteousness and quick service. Creating teamwork with others to make a great dining experience. WE Insurance, San Diego, CA 92123 08/2015 – 12/2015 Sales Associate
Interview prospective clients to obtain data about their financial resources and needs. Customize insurance programs to suit individual customers. Contact underwriter and submit forms to obtain binder coverage. REFERENCE
Tanny Huynh Tax Manager at EY 858-***-****
Frances Duron Senior Tax Account at Robert Gerhart CPA 619-***-**** SKILLS
Bilingual: Fluent in Vietnamese and English.
Excellent attention to detail and strong networking ability. Ability to work in fast-paced and dynamic environment.
Contact this candidate