Tax Accountant with 4 years of public accounting experience. Managed multiple engagements for clients in various industries such as Real Estate Investment Trust (REIT) and energy. Effectively manages strict deadlines while promoting flexibility. Proficient in Excel and tax compliance softwares. Aspiring to learn new skills and willing to mentor others.
Assisted tax managers by answering tax related questions. Requested supporting information and kept clients and the internal team members updated on the status of engagements. Collaborated with colleagues across service lines such as auditors to maximize the effectiveness and efficiency of engagements. Constantly kept clients up-to-date on the engagement statuses.
Supervised and mentored junior accountants. Provided detailed instructions and prompt feedbacks. Reviewed work conducted by junior accountants. Significantly reduced the number of missing documents and version issues by taking ownership of documentations. Worked with clients directly when necessary by answering tax related questions.
Gained tax knowledge of Partnership tax return and ASC 740 while continuing to further learn about C Corporations. Exposed to various types of clients such as Real Estate Investment Trust (REIT), Oil and Gas, Clean Energy and manufacturing. Conducted tax research to maximize efficiency of engagements.
Prepared tax returns and relating work-papers exclusively for C Corporations. Learned tax software (Gosystem and Onesource) and applied knowledge to prepare tax returns and related work-papers in a timely manner. Self-reviewed before asking senior accountants for their review to enhance engagement efficiency.
Member, American Institute of Certified Public Accountants
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