Senior Tax Accountant @ • Prepared and reviewed tax returns and extensions for high net worth individuals, fiduciaries, partnerships and corporations
• Developed quarterly tax projections and quarterly estimates for individual clients
• Consulted clients to minimize their federal, state, and local tax liability using various vehicles, including retirement plan conversion, charitable contribution and state tax deduction
Senior Tax Accountant @ • Prepared and reviewed tax returns and extensions for high net worth individuals, fiduciaries, partnerships and corporations
• Developed quarterly tax projections and quarterly estimates for individual clients
• Consulted clients to minimize their federal, state, and local tax liability using various vehicles, including retirement plan conversion, charitable contribution and state tax deduction
• Identified, researched, and assessed various tax issues
• Conducted training that provides information on individual income tax system, demonstrates tax software application and tax return preparation process
• Corresponded with tax authority to resolve concerns associated with tax assessments
• Reassessed prior year methodologies to increase effectiveness and efficiency of the tax return preparation process From December 2013 to October 2015 (1 year 11 months) San Francisco Bay AreaExperienced Staff @ • Prepared and reviewed individual tax returns for multinational companies’ employees who relocate internationally
• Provided tax calculation associated with global mobility, including tax equalization, gross-up tax and hypothetical tax calculation
• Conducted pre-assignment and post-assignment tax briefing meeting to provide an understanding on individual income tax regulation and scope of service to client
• Conducted workshop that provides information on individual income tax system, and demonstrate tax software application
• Communicated with tax authority, company employees and HR personnel to determine the expatriation process and action related to tax return filing and tax assessments
• Structured assignments scheduling with company tax and HR personnel to reduce tax risk in related to foreign assignment
• Consulted client on tax planning associated with moving employees to overseas locations From April 2012 to September 2013 (1 year 6 months) Taiwan
Bachelor of Business Administration (BBA), Accounting and Finance @ Drexel University - College of Business and Administration From 2006 to 2011
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