Tax Accountant Los Angeles

Wilma S. Lim Los Angeles, CA ***** Email: ******@*****.*** Mobile:213-***-****

Dear Recruiter/Hiring Manager:

I have attached my resume to summarize my qualifications, education, and background for your review and consideration for the Tax Accountant position. My name is Wilma Lim, and I am a detail-oriented Tax Accountant/ consultant with 10 years of extensive experience in Big 4 firms, mid-size firms, and Fortune 100 companies. I excel in client-facing roles, assisting clients with accurate tax return preparation and ensuring compliance with all regulations while delivering measurable tax value.

Although I am not a CPA yet, I have recently sat one part of the CPA exam and am currently taking additional sections through the Becker CPA Review course. My strong analytical skills and commitment to staying updated on tax laws enable me to provide excellent customer service. I have a passion for educating others and improving tax filing practices.

In the area of tax compliance and reporting, I prepare a variety of tax returns, including corporate returns (Form 1120), returns for pass-through entities (Forms 1065 and 1120S), individual returns (Form 1040), and estate returns (Form 1041). I also manage indirect taxes, such as sales and use tax, property tax, and excise taxes. Additionally, I am proficient in using tax research tools like GoSystem, SurePrep, Agilink, Excel and CCH.

In the 2025 tax season, I worked as a Senior Staff Tax Accountant at a business management firm. I prepared and reviewed various tax returns, including Forms 1120, 1120S, 1065, 1040, and 1041. I used software like GoSystem, SurePrep,CCH Research, AgilLink to make the process more efficient. With SurePrep, I processed all W-2 and 1099 information using AI, which reduced errors and improved the efficiency of completing tax returns.

I am a reliable and adaptable self-starter who quickly learns new concepts and communicates well in English. I have strong organizational skills and a great work ethic, which helps me meet deadlines.

I’m available for an interview via Zoom, Teams, or in person at your convenience. You can reach me at 213-***-**** or Email: ******@*****.***. Thank you for your time and consideration.

Sincerely,

Wilma Lim

Wilma S. Lim Email: ******@*****.*** Mobile:213-***-****

Summary of Qualifications

A tax professional with extensive experience from Big4 firms, skilled in delivering tax value to Fortune 100 companies and serving as an independent consultant for businesses of all sizes. Expertise includes tax reporting and compliance, and advisory for federal and multi-state taxes (1120, 1120S, 1065, 1040 and 1041), amended returns, tax research, tax controversy audits, international tax, and restructuring. Knowledgeable in state apportionment, GAAP, tax provisions, cost segregation studies, R&D credits, and indirect taxes sales & use, excise and property tax. Highly analytical and adaptable to meet organizational needs and achieve company goals.

EXPERIENCE:

Gelfand Rennert & Feldman LLP – Hybrid Senior Staff Tax Accountant- (Jan- April 2025)

Responsible for the preparation and review of various reports in support of preparation of simple to moderate tax returns as well as tax research.

Prepare and review corporation (1120, 1120s) and partnership (1065), estate and trust (1041) tax returns Workpapers using Go System tax software, SurePrep, DocIt, and CCH tax research.

EY-Remote Tax Seasonal Staff2 (Jan -Feb 2023)

Engaged in preparing partnership returns (1065 - K1) and reviewing (1065 K-1) submitted by external sources to assess the partners' percentage tax basis; utilizing CCH GoSystem and Excel programs

Nordstrom-Sales Associate-Santa Monica (FT Jun 2023-Aug2024; Seasonal July-Aug 2019/2021; Dec-Jan 2022) Bloomingdales-Seasonal Sales Associate-Century City (Oct- Dec 2018; Nov-Jan 2023)

Set and achieve sales goals for both in-store and digital selling by utilizing digital tools to develop and implement a sales marketing program. This includes creating content for text messages, social media, and style boards. Focus on developing and maintaining long-lasting relationships with customers to provide them with the best possible shopping experience.

As a top seller (pacesetter)in the Nordstrom program, I was recognized for achieving a sales volume of $165,000 within six months in 2024. I successfully met my sales goals every two weeks, generating between $20,000 and $25,000 in sales, which allowed me to earn a commission ranging from 6% to 10%, depending on the brand and products sold.

Career Hiatus: (2011-2018) family break for home care of elderly mother’s facing health challenges

Independent Tax Accountant/Consultant- Los Angeles, CA (2/2005-03/2011)

Provide short-term tax services to small, medium, and Fortune 100 companies across various industries, including aerospace, retail, automobiles, real estate, and entertainment.

Prepare excise taxes (F720-F8849), sales and use tax (multi-state), fuel tax returns, and manage exempt certificate determinations for 1,000 customers in the petroleum sector.

Assist in the tax provision preparation, analyze deferred tax balances, file amended returns, and handle state apportionment for companies like Fox Film.

Manage property tax filings and sales/use tax calculations and respond to audit notices from tax assessors in CA and Texas for consumer products clients.

Support special projects involving R&D tax credits based on IRC Sec 41, prepare documentation for federal audits, and conduct research related to acquisitions in biotech, financial, and automotive sectors.

Assist prepare amended multi-state returns and discuss audit findings with IRS auditors (e.g., Northrop Grumman).

Review 250 K-1 forms prepared by a third party for real estate investments based on Sec 704-754 (AIG).

Wilma S. Lim (continued) Email: ******@*****.*** Page 2 Resume

Ernst & Young LLP- Chicago, Detroit, Los Angeles (01/1997- 11/2004)

**Tax Outsourcing BP AMOCO – Tax Senior (Chicago) (2001-2004)

In this role, I was responsible for interpreting changes in tax law related to various tax issues and conducting regulatory tax research in the oil and gas sector.

I responded to tax notices from different jurisdictions to challenge tax assessments and compiled supporting documentation for informational document requests (IDR).

Additionally, I prepared complex tax returns and reporting processes for both downstream and upstream operations, handling federal, multi-state, nexus, city, and international tax requirements for affiliates.

I coordinated with external services to gather tax information for domestic and global affiliates, ensuring compliance with corporate tax filings. I also reviewed work papers to ensure accuracy and reasonableness.

** Tax Controversy Audit - Tax Senior Supervisor (Detroit)-(1999-2001)

Engaged to perform the tax controversy audit for Ford Motor Company, focusing on the audit appeal process and assessing material risks and revenue determinations related to the audit.

Responsible for conducting both quantitative and qualitative analyses across various jurisdictions concerning multi-state tax assessments to support the audit's filing position.

Managed responses to Information Document Requests (IDRs) and compiled the necessary supporting documentation to represent the client to the taxing jurisdictions. Supervised junior staff in analyzing received IDRs and compiling relevant information.

Restructured tax records and examined revenue, tax deductions, state modifications, state apportionment, and credits claimed on tax returns. Reengineered Alternative Minimum Tax (AMT) calculations and assessed tax liabilities, resulting in a favorable tax benefit for the client ranging from $3 million to $8 million per tax audit year.

**Tax Reporting and Operations – Senior Tax Specialist (Los Angeles) (1997-1999)

Responsible for preparing and reviewing corporate tax returns (1120), including federal consolidations and multi-state combined/unitary nexus returns. Reviewed client-prepared schedules for accuracy and reasonableness within the automobile industry, and supervised client staff who were preparing tax returns at the client's request.

Worked directly with clients to prepare and review partnership (1065, 1120s) multi-tier tax returns for various industries, including real estate, law firms, and film production (notably DreamWorks LLC). Gathered tax information related to film participation, residuals from films and animations, and the calculation of film amortizations.

Interacted with client management to address tax questions, resolve issues, and establish reporting timelines. Assisted with year-end tax provisions based on client requests and provided coaching to both internal and external tax staff. Recognized as the Fast Tax Champion for the West Coast.

EDUCATION:

Santa Monica College – Certificate of Achievement-Management/Leadership (2019-2022.GPA 3.4)

Far Eastern University -Bachelor in Commerce – major in accounting

Golden Gate University - MS Taxation program (attended not completed)

University of California Los Angeles extension – taxation/communication program

Becker CPA review course 2025 (in progress)

PROFESSIONAL TRAINING:

Ernst & Young LLP- Tax technical training- DC & NY

Ernst & Young LLP- Tax technology Fast Tax – Dallas, Texas

Computer Skills, Insource, ProSystem Fast Tax/Go System, CCH, Word, Excel, PowerPoint, Outlook

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