Tax Accountant

Sarah Sun

adgodu@r.postjobfree.com 415-***-**** Fremont, CA

EXPERIENCED TAX CONSULTANT

Meticulous senior accountant who is holding master’s degrees in both accounting and taxation and passed Business, Regulation and Audit parts of the CPA exam. Proven initiative, organizational, interpersonal and analytical skills garnered through volunteer involvement and over 6 years of public accounting experience. Diligent individual who excels individually and in teams with particular strength in leadership, communication, attention to detail, and problem-solving. Key Areas of Expertise include:

Book to tax Schedule M adjustment

C-corp./S corp. /Partnership/LLC/ Trust

& Estate

Financial Statements

High-net-worth individuals

Journal Entries

Microsoft office

Project management

QuickBooks

Tax Planning

Tax Audit

Tax Research

Tax Projections

PROFESSIONAL EXPERIENCE

Dec 2019 – Sep 2020 BREGANTE + COMPANY Pleasanton, CA Senior Accountant

Prepared and reviewed tax compliance work such as consolidated financial statements, federal and state tax returns, property tax returns, withholding calculations, tax journal entries, accrual to cash adjustments, etc.

Performed tax audit, including drafting initial open items, utilizing CCH caseware to prepare workpaper to support audit findings, and finalizing the financial report.

Assisted in preparation of quarterly and annual tax provision for US entities in accordance with ASC 740.

Managed client engagements from start to finish, including planning, executing, directing, and completing tax projects on time, within budget and up to management standards.

Reviewed tax forms completed by staff/ senior, making recommendations regarding accuracy and savings opportunities.

Researched and consulted on various tax matters, responded to IRS and other tax authority inquiries when requested.

Proactively delivered tax updates on federal and state tax. Nov 2018 – Nov 2019 KROHN WATTERS & HICKS San Francisco, CA Senior Tax Consultant

Applied new tax law to productively prepare federal and state tax forms, estimate quarterly tax liabilities for individuals and various types of business entities.

Managed and prioritized multi-projects while working independently as well as within a group. Analytically conducted tax research, prepared necessary tax forms and responded to the client or corresponding authorities.

Coached and managed entry-level staff.

Effectively and efficiently delivered assigned projects under a deadline-driven environment. Dec 2016 – Nov 2018 BURGESS & COMPANY CPA, INC San Francisco, CA Senior Tax Associate

Prepared and reviewed federal and state income tax returns for individuals, corporations, partnership, single-member LLCs, estate and trust.

Reconciled bank accounts, made necessary adjustments, prepared compilation reports, and provided professional advice for business entities.

Dec 2015 – Oct 2016 GREENSTEIN, ROGOFF, OLDEN & CO, LLP (GROCO) Fremont, CA Tax Associate

Utilized previous knowledge and sound judgment to prepare and review financial statements for high-net-worth individuals.

Conducted tax research, analyzed their application to clients’ specific situations and drafted tax memo. Dec 2014 – Dec 2015 INTERTAX, INC. San Francisco, CA International Senior Tax Associate

Performed research on legislation and tax treaties for various international and domestic tax issues.

Created working papers and prepared corporate, trust and individual tax returns including foreign, domestic and multi-state transactions.

EDUCATION

Apr 2016 GOLDEN GATE UNIVERSITY San Francisco, CA

Master of Science in Taxation

Dec 2014 GOLDEN GATE UNIVERSITY San Francisco, CA

Master of accountancy

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