Income Tax Payroll
Resume:
Maggie Qi
******@*****.***
SUMMARY
Over 10 years of experience in Tax & accounting compliance with US GAAP, FASB, including year-end closing, accounts reconciliations, prepared the audit schedules, produced budget/actual variance analysis.
3 years of preparing Corp, S Corp and partnership clients’ federal, multi-state, local income tax returns. Responded to IRS tax audit notices, provided professional solutions to the outstanding tax issues, internal control request from State and Local authorizes.
Ensured accurate and timely reorganized of revenue under Lease accounting in compliance with US GAAP
Proficient in corp tax and multistate corp tax, and indirect tax etc.
Prepared tax-exemption certificate for the customers from multi-states & multi-countries by using Avalara, CertCapture and OneSource tax systems.
Verified and made necessary JE of the company’s tax provision in accordance with ASC 740 (formerly FAS 109) Worked with HR for multi-state employees withhold income tax based on the multi-states payroll tax regulations.
Proficient in industry ERP Accounting Software: SAP, Oracle, BAAN, PLEX, and Blackline, Oracle HFM Financial Reporting systems
Advanced level in MS Excel (Versions of 2010, 2007 and 2003)–skills include: Oracle Smart View, formulas, sorting, subtotal, V-lookup, H-Lookup, PV Chart/Pivot Table, reference, micros, etc.
Demonstrated strong analysis skills, ability to set priorities, solve the problems at the high priority, pay attention to the details, meet tight deadlines, multitask, work under pressure, creative thinking of the challenge tasks and seek the best solution and provided the professional advice to the upper management.
Communicate effectively with cross functional groups in a work environment and contribute as a valuable team member.
Excellent oral and written communication skills
Professional Experiences:
Deluxe Corporation, Shoreview, MN 06/2022-07/2022
Payroll Tax Specialist
Responsible for payroll tax fillings, quarterly and annual filings and completing paper based 941x returns.
Ensure to collect data and establish facts and identify trends and variances.
Responsible for amending customers’ 941x return.
Ability to review, interpret and evaluate accounting transactional information.
Datamatics, Livonia, MI 01/2022-02/2022
Tax Accountant
Prepared form 1120, 1120S for corporate, S Corp clients, calculated annual depreciation and maintain the table update.
Provided guidance for income tax risk on clients’ balance sheet following by ASC 740 (Formerly FAS 109)
Performed detail-level reviews of partnership work papers and resident state returns, allocations, and tax returns as well as preparing materials and research for consulting projects related to tax planning opportunities.
Communicated with client contacts as required to gather/verify/clarify information to complete their tax returns.
Duo Security, Ann Arbor, MI 01/2021-02/2021
Tax Specialist-Indirect Sales Tax
Performed monthly reconciliation of tax accounts and prepare journal entries to support liabilities for timely compliance reporting.
Reviewed transaction data and calculate appropriate tax accruals.
Reviewed & reconciled the preparer tax liabilities worksheet to support the timely and accurate filing of tax returns.
Performed tax research & assisted with tax inquiry resolution for external and internal customers.
Assisted the team with tax audits conducted by government authorities.
Processed tax refund requests, reviewed pre-payment balances, and issue lease tax payments.
Processed tax exemption certificate requests and create custom tax rules in the tax engine.
Hand Enterprises Solution, Farmington Hills, MI 09/2019-11/2019
General Accountant
Worked closely with the CPA tax teams to calculate/verify tax forecasts and filing for Federal, state corporation taxation.
Ensured accurate and timely reorganization of revenue under in compliance with GAAP
Assigned direct accounting staff to collect the necessary information by setting up meeting with CPA firms' tax and accounting teams and preparing the forms and documents.
Ensured accurate and timely reporting of revenue under Lease accounting in compliance with US GAAP
Worked with HR/ADP for multi-state employees withhold income tax based on the different states’ payroll tax regulations.
Windsor Regional Hospital, Windsor, Ontario, Canada 09/2009-08/2012
Sr. Financial Analyst
Analyzed payroll data and oversaw the processing of bi-weekly pay for 4,000 employees.
Reviewed, evaluated, and assessed the accuracy of payroll and tax documents ensuring compliance with federal, state, and local regulations.
Participated and reviewed financial data for multiple departments and projects, made the necessary adjustment on budgeting for next year.
Analyzed budgets and actual vs. budget comparison, made the journal entries as needed, created financial reports for management on a monthly basis.
Generated the annual financial statements for two gift stores, passed the adjusted journal entries.
Educational Background
Bachelor of Accountancy from Walsh College 04/2015-09/2017
Microsoft Certified Application Specialist (MCAS) in Office Excel 2007 12/2010
Accounting Designations Eligibility from various countries
Passed Canada CPA/CMA (Certified Management Accountant) entrance exam 2010-2011
CPA Eligible, plan to complete for AICPA exams 07/2025-11/2027
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