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November 11, 2009

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Alameda CA ***** 510-***-****

OBJECTIVE Full-time accounting and tax position

EDUCATION California State University, East Bay, Hayward, CA

MS in Taxation (2008)

Chinese University of Hong Kong, Hong Kong

Bachelor of Business Administration in International Business Major and Minor in Sociology


Over 3 years of experience in accounting handling accounts receivables, payables, payrolls and bank reconciliations

Excellent communication and interpersonal skills

Certified as CPA in Colorado, pending California certification

Proficient in Microsoft Suite and SQL

Advanced knowledge of QuickBooks, Peachtree, Oracle Financials, ProSystem, Lacerte

Trilingual in English, Cantonese and Mandarin


Tax Accountant, William Ehardt, CPA, San Francisco, CA Jan 09 – Oct 09

Prepared individual, fiduciary and non-profit tax returns

Compiled write-ups of profit and non-profit companies

Prepared financial statements using QuickBooks

Performed tax projections and responded to IRS notices for clients

Staff Auditor, Lamorena and Chang, CPA San Francisco, CA July 07 – Jan 09

Collected test samples, compiled 2 year comparison analytical, management representation letter

Examined risk analyses of clients, interviewed clients over risk and internal control environments

Conducted balance sheet, income statement , payroll and journal entries testing

Prepared auditing adjustments. Compiled audited financial statements, reports and footnotes

Maintained audit programs, wrote up management points for client non-compliance

Prepared 990 and individual tax returns for audit clients

Staff Accountant, Blanding, Boyer & Rockwell, LLP Walnut Creek, CA Sep 06 – Jun 07

Prepared individual, fiduciary and non-profit tax returns

Assisted with compilations and audit of profit and non-profit companies

Performed tax planning for individuals

Created financial and compilation reports for clients


Tax Volunteer, Tax Aid, San Francisco, CA, prepared tax returns using Lacerte Jan 05 – Apr 09

Tax Volunteer, Chinese Newcomer Assn, S.F., CA, prepared individual tax returns (2004-2009)


Finance Director, Beta Alpha Psi / Accounting Association of East Bay (2005)

Director, College of Business and Economics, Associated Students, CSU East Bay (2005-2006)

RELEVANT Tax: International Taxation, Tax Planning for Individuals, Tax Research, Estate, Gift, and Trust

COURSEWORK Auditing: Auditing, Seminar in Accounting Theories Others: Financial Accounting, Intermediate Accounting, Accounting Oracle Financial Applications

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