Data Entry Clerk

TRICIA ANN K.C. MANGUBAT

OBJECTIVE

**** *** ********* ******

Honolulu, HI 96818

Cell Phone 808-***-****

Highly motivated and committed to joining a company with a fast-paced environment and team that is passionate about contributing to the success of the company PROFILE

• Seasoned professional with experience in corporate accounting and taxation

• Experienced in accounting and review of company's financial reporting and analysis

• Licensed Certified Public Accountant – 2000 – March 2025 PROFESSIONALEXPERIENCE

Schlissel and Associates LLC – Accounting * Tax * Consulting – Senior Tax Manager – May 2023

– March 2025

• Assist partner in providing tax return preparation, and accounting services tailored specifically for Hawaii’s financial business environment

• Assist partner in providing a comprehensive planning approach to individual tax return preparation, business returns trust returns and non-profit returns

• Assist partner in providing an objective and comprehensive view of owners’ business and/or individual income and provide tax solutions

• Assist partner in helping clients in implementing correct sales tax procedures to reduce costly risks and to be tax efficient

• Assist partner in providing federal and state tax support, identifying potential income tax controversy risks and help individuals prevent them and efficiently manage and attain favorable resolution to tax disputes

• Assist partner in calculating federal and State tax credits which often relate research and development and clean energy credits

• Assist partner with cost segregation studies that are a proven tax planning strategy for real estate owners and investors that allows for both Federal and State income tax benefits Kapolei 60 LLC – Assistant Controller – September 2022 – May 2023

• Assist in the handling of accounting and financial reporting activities for real estate development and management companies

• Assist controller in all accounting functions in order to properly record and report real estate development property acquisitions, disposals and income and expense

• Process payments and receipts and reconcile bank accounts and conduct accounting functions

• Analyze costs and profits and set and track financial KPIs

• Build risk assessment models to evaluate investments

• Report on financial status on a regular basis and create ad-hoc reports when needed

• Maintain accurate and up-to-date filing systems

• Perform internal audits and assist with external audits

• Ensure compliance with accounting and tax regulations

• Assist controller to communicate with lenders and investors and provide necessary reports as requested

• Coordinate with external tax accountants and CPAs to prepare for year end financials, tax returns and Schedule K-1s

PROFESSIONALEXPERIENCE- Continued

Egami & Ichikawa CPAs, Inc. – Manager – November 2015 – September 2022 – Part-Time – October 2022 – March 2025

• Serve as an integral member of the management team, including the assisting in the management and administration of the firm’s daily operations as it relates to maintaining client relationships, staffing and client servicing

• Recruit, interview, and hire professional and administrative staff; responsible for performance evaluations and promotion and compensation decisions

• Educate and train staff and assist in the growth and development of the firm’s professional team

• Provide accounting consultation services and assist with client’s oversite and assessment of the internal accounting function including revenue recognition, job costing and COGS/Inventory, accounts receivable, accounts payable, cash flow, fix asset acquisitions, debt service and payroll

• Effectively review compilations and preparation of financial statements and interpret and educate client on how to analyze and understand financial statements

• Review corporate, partnership, individual and trust tax returns of varying complexities

• Identify and effectively research and formulate solutions to accounting and tax consultation opportunities and succession planning to maximize tax efficiency

• Develop and maintain client relationships.

• Communicate and collaborate at every level of the firm to ensure high quality client servicing Egami & Ichikawa CPAs, Inc. – Senior Accountant – October 2004 – October 2006 and Staff Accountant - December 1999 – December 2000

• Preparation and supervision of corporate, partnership and individual income tax returns

• Review and compile financial statements in accordance with generally accepted accounting principles.

• Assist with special projects, client transactions and tax planning opportunities AATS LLC – Manager – February 2009 – October 2015

• Directed all firm’s day-to-day full-service accounting write-up and tax client servicing activities including managing a team of 10+ professional and administrative personnel

• Led the finance and business operations; billing and collecting, payroll, accounts payable and capital procurement needs, cash flow and office occupancy administration

• Developed expense budgets and forecasts for professional services including business plans by revenue streams

• Paid off $300K+ of debt service in the first 18 months from starting with the firm

• Manage all accounting write-up and tax engagements to ensure meeting of all compliance and other deadlines

• Responsible for engagement planning, organization, and delegation to maximize efficiency, achieve quality goals, maintain productivity, and maximize realization

• Responsible for engagement economics including billing, collecting and maintaining profitability of the team and overall firm

KPMG LLP – Federal Tax Manager – May 2008 - January 2009 and Tax Senior - December 2000 - September 2003

• Responsible for developing and maintaining client relationships.

• Effectively review accurate corporate, fiduciary, individual, non-profit tax returns by the deadlines established by the department

• Provide financial and tax consulting services of the highest quality in a timely and accurate manner

• Formulate creative planning ideas and solutions for tax consulting projects

• Demonstrates understanding of federal and state tax provisions and their applicability to client situations; utilizes expertise to develop creative tax planning opportunities

• Communicates well with clients, IRS agents, and other departments to resolve issues

• Writes memos and letters with clear and precise language; presents ideas in a logical manner PROFESSIONALEXPERIENCE- Continued

East West Wealth Management – Tax Accountant – November 2006 – April 2008 Bank of Hawaii – Tax Officer – October 2003 – August 2004

• Preparation of high net wealth individual, corporate, fiduciary and estate tax returns

• Assist with individual, trust and estate tax planning and client relationships for high net wealth clients

Akamine, Oyadomari & Kosaski CPAs, Inc. – Staff Accountant – July 1997 – December 1999 Francis H. Makiya & Sonoda & Isara CPAs, - Staff Accountant - November 1995 – June 1997

• Preparation of income tax returns for individuals, corporations, partnerships, trusts and not-for-profit

• Preparation of compiled and reviewed financial statements

• Assist on Federal HUD and Corporate audits

• Prepare and process payroll and related quarterly payroll tax returns EDUCATION

• BBA, University of Hawaii at Manoa, 1995

• Maintained a major G.P.A. of 3.88 and a cumulative G.P.A. of 3.50

• California State University at Northridge, 1991-1992 (National Student Exchange)

• Diploma, Moanalua High School, 1990

REFERENCES

Upon Request

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