Data Tax

Michelle Lee

*** *** ** ****** ********, NY ***** ● 1-917-***-**** ●

EDUCATION

adjik3@r.postjobfree.com

The City University of New York Baruch College

Bachelors of Business Administration in Accountancy (CPA Eligible)

Minor: Information Technology and Social Responsibility

EXPERIENCE

New York, NY

June 2017

EY New York, NY

Accountant - Tax Technology and Data Analytics Staff Sept 2018—July 2020

•Analyze large sets of K1 tax information for Exempt Organization Tax into EYAIO to prepare 990T for BYNM

•Complete tax forms 926, 8865 in EYAIO for Exempt Organization Tax for investments within threshold

•Upload, capture, organize, transform, tax data into proper format to load user-friendly data into tax systems

•Work on excel tax workpapers to clean up, build excel queries and tie numbers to help tax team load data quickly

•Create book-set mappings and put it into the database, Microsoft SQL Server Management Studio 17 for tax teams so the data can flow into the tax workpapers

EY New York, NY

Tax Technology and Data Analytics Intern June 2017—Aug 2017

•Cleaned up PERE tax systems case study with interns to make sure users could fully understand the case study

•Created visuals about hourly rates, service lines, partner, expenses, and other confidential employee information using Power BI

•Attended meetings to learn about Global Compliance Reporting team, partnership tax returns and various tools

Interpublic Group of Companies New York, NY

Tax Support Intern June 2016—May 2017

•Worked with local IT and tax staff to get various technical issues resolved in a timely manner

•Cleaned up excel spreadsheets for the tax staff so amounts tie up and managed discrepancies in the data

•Imported and exported estimate information into One Source Tax Provision so tax staff can analyze information to make the quarterly payments for agencies

•Organize and roll over tax workpapers for the tax team to work with to file the tax returns

LEADERSHIP AND ACTIVITIES

Ascend Baruch New York, NY

Events Committee Member September 2014—December 2015

•Collaborated with 15 members monthly to plan professional events to expose members to different careers

•Developed agenda for resume and cover letter outline to educate students about proper etiquette format

SKILLS AND INTERESTS

Computer: Sufficient in Microsoft Word, PowerPoint, and Excel, One Note

Languages: Conversational in Chinese (Cantonese & Mandarin)

Achievements: 2013 AP Scholar, HS Track Team medals: 800m & 2000m steeplechase Interests: Running, Traveling, Exploring

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