General and tax accounting Account & bank reconciliations Proficient with Excel and MS Office Proficient with QuickBooks | ProSystem fx Tax ProSystem fx Engagement RIA and Checkpoint GoFileRoom and Sureprep |
Prepared business tax returns which included partnership, S corp and some C corp
Many business returns were messy, assisted with posting AJEs, reclassifying accounts, and performing cash reconciliations prior to prepare tax returns
Performed two years tax comparison analysis for reasonableness and made appropriate inquires for significant changes
Prepared complex individual income tax returns for clients with multiple rental properties, schedule C, schedule A, 1099s and K-1s
Prepared trusts and some gift tax returns as well as 990 nonprofit tax returns
Assisted with miscellaneous duties such as
extension filings and called FTB to verify if clients made
appropriate quarterly estimated tax
payments.
Prepared complex corporate, partnership, and high net worth individual income tax returns
Prepared and analyzed year-end planning projections for clients to maximize tax savings
Having knowledge in stock options such as RSUs, ISO, and ESPP
Prepared financial statements and maintained the books for a few companies. Duties included processing payables, maintaining ledgers, and completing monthly bank reconciliation
Preparation of foreign filing tax returns such as FBARs and other foreign reporting forms
Helped managers with contacting government agencies regarding client notices and questions
Researched, documented, and analyzed complex tax law and regulations.
Specialized in preparation of high net worth individuals, C corps., S corps, and partnerships tax returns
Reviewed, reconciled, and recorded adjusting journal entries for client's financial statements before preparing tax returns
Prepared and filed forms 1099s and sales tax returns
Filed quarterly payroll tax returns (941's & DE6's) and annual returns (W2's) for multiple clients
Filed annual property tax return (form 571-L)
Researched complex tax issues and developed practical and effective tax approaches.
Prepared tax returns: high net-worth individual, business, gift tax, and trust returns
Prepared and filed forms 1099-Misc, W-2's, and quarterly and year-end payroll tax returns
Performed the following bookkeeping tasks: set up QuickBooks, recorded daily transactions, prepared journal entries, and performed account reconciliationsÂ
Prepared high net-worth individual tax returns
Assisted in preparing and filing extensions and created estimation tax vouchers
Contacted
ProSystems hotline and Franchise Tax Board to resolve on technical tax issues
Prepared tax returns: high net-worth individual, business, trust, and charitable remainder unitrusts
Performed cash reconciliations and booked adjusting journal entries prior to preparing tax returns for corporations, partnerships, and charitable remainder trusts
Prepared quarterly income tax projections for individuals
Researched on complex tax issues.
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Resume Overview
School Attended
- California State University, East Bay
Job Titles Held:
- Tax Accountant (Seasonal Employee)
- Tax Associate
- Staff Accountant
- Staff Accountant
- Tax Accountant
- Staff Accountant
Degrees
- Bachelor of Science
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