Tax Preparer

Van Pham Mai

*** ***** ******* ** #***, Milpitas, CA 95035

*******@*****.*** Cell: 408-***-****

OBJECTIVE Tax Preparer position that offers opportunities for advancement my career

EDUCATION San Jose State University, San Jose, CA

B.S. degree in Business Administration, Dec 1998

Concentration in Accounting and Information Systems

De Anza College, Cupertino, CA

A.A. degree in Business Administration, May 1995

CA Tax preparer, P&C/ Life insurance & Notary licenses

Cultural Theater Art Institute in Saigon City, Viet Nam, B.A. in Theatre, l986

PROFESSIONAL QUALIFICATIONS

• Highly reliable, hardworking, responsible, dependable, flexible, detailed-oriented, willing to learn, able to work with minimum supervision

• Six years of experience in AP, AR, Payroll, and Tax for various industries.

• Programmer Analyst, Report Developer, Trainer, with excellent functional and technical analysis skills with many years experience in hi -tech companies.

• Two years experience in office management and operations such as training skills, and event planning

• Strong communication and interpersonal skills; capable of handling multi –task and perform well under pressure, having dealt with a variety of professional and clients.

• Community liaison to the Vietnamese Community for Santa Clara Center for Occupational Safety and Health (SCCOSH), San Khau Viet Cali Performing Arts Group and Association for Viet Arts.

• Strong leadership and management skills with over twenty years experience in theater performance such as an actress, a stage director, a playwrights text, and workshop, training and creative analyst.

• Fluent in Vietnamese and English

PROFESSIONAL SKILLS

Tax Preparer

Completed more than 2000 Individual Federal and State Income Tax returns, Trust, firm clientele comprised of high-net worth individuals, self-employed clients, and real estate investors

Full Charge in Accounts Payable for both profit and non-profit companies

Prorate and collate documents to prepare AP vouchers; apply proper funds, grants, programs, departments and general ledger codes to transactions; record transactions into automated accounting systems; prepare monthly schedules of all payable accounts; manage vendor files; research and analyze discrepancies in vendor balances; maintain and update accounting reports and ledgers; generate checks for all expenses; keep track of bank balances; interact with other departments and vendors

Full Charge in Accounts Receivable

Prepared invoices; made collection calls; made bank deposits; reconciled petty cash; reconciled bank statements, recorded monthly adjusting entries to the General Ledger; responded to manager’s inquiries about the financial statements; assisted in month-end and year-end closings; maintained customer files

Payroll Specialist / Bookkeeper

Processed payroll for 250+ employees; reconciled daily timesheets; calculated gratuity for employees; reported payroll to manager weekly; reconciled Weekly Operation Expense and P/L every month; performed monthly, quarterly and annually payroll reports for small business accounts; assisted in general bookkeeping; sorted and distributed paychecks; occasionally trained new payroll employees

Office Manager

Consulted on property and causality, life and provided the quotes for clients for various industries; Maintained accounts payable, receivable, expense, commission and, and financial reports; Oversee public relations, advertising, recruiting, training and job scheduling management; Analyzed risk of potential loss to client’s assets and revenues; Interacted directly with corporate financial and general managements offices to establish insurances and policies; transacted, reviewed , and analyzed client’s policies to adjust their dwelling, and coverage that fit with the insured’s needs; worked with Customer Services, Under Writers to reinstate, adjust the premium for the policies

EMPLOYMENT HISTORY

01/07 – 04/30/09 7 Trees DBA HR Block Tax /Payroll/Bookkeeper

06/06 – 12/08 Farmers Insurance Agency – Milpitas, CA Bookkeeper/ Office Manager

01/05 – 04/15/08 HR Block- Milpitas, CA Tax Associate (Seasonal)

03/08 - 04/15/09 Thomas M. Krugler, CPA- Hayward, CA Tax Preparer (Seasonal)

02/08 – 03/10/08 Wertheimer Dress & Co- San Francisco, CA Tax Preparer (Seasonal)

01/07 – 04/15/07 Lautze & Lautze, CPA – San Jose, CA Tax Preparer (Seasonal)

01/06 – 05/30/06 Bellotti & Brenner Associates, CPA Tax Preparer (Seasonal)

1/05 – 12/05 Ajax Custom Manufacturing, Inc – Union City, CA AP/AR

11/00 – 10/04 LifeScan Inc, a Johnson & Johnson Company Programmer Analyst

05/99 – 10/00 Cisco, Inc. – Milpitas, CA AR/ AP & Payroll Specialist

04/98 – 05/99 AMD, Inc, Santa Clara, CA AP /AR & Payroll Specialist

COMPUTER SKILLS

o Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Access, Crystal, Aspect

o Accounting Software: Mac P&L Accounting, Mac Emulate, and PBIC, Macola Check book solution, Peachtree, Great Plains, QuickBooks 2008, Vantage 6.1, Solomon, ADP

o Tax Software: TPS, Drake Tax, Tax wise, Turbo Tax, ProSystem Fx 2007,Lacerte 2008

o Database: Oracle, SQL, People Soft, ADP, SQL Base, Sybase, Access, Brio query

References available upon request

Contact this candidate