Becca Tse
Summary
An engaging, dedicated connector of people with a mission to empower others towards excellence.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Audit Associate
Forvis Mazars
10.2023 - Current
- Prepared and reviewed numerous single audits for nonprofit and government clients; supported several financial statement audits and agreed-upon-procedures engagements
- Conducted grant application and organizational-structure analysis for multiple nonprofit clients to assess compliance and reporting risks
- Managed monthly payroll and capital asset accounting throughout the fiscal year for a public school
Accountant
Creative Planning
10.2020 - 09.2023
- Completed tax returns annually for businesses and individuals with an emphasis in small business and real estate industries
- Managed portfolio of 100+ clients, providing QuickBooks consulting and overseeing professional correspondence on tax advice and return preparation timelines
- Conducted audits of employee benefit plans and not-for-profit federal programs, ensuring compliance and accuracy in financial reporting
Tax Intern
Hogan Hansen
02.2019 - 04.2020
- Assisted tax partners in client communications and return preparation for individuals and small business entities
- Developed excellent working relationships with clients leading to increased customer satisfaction and strengthened client relationships
Accounts Maintenance Clerk
Veteran’s Affairs Hospital
05.2016 - 07.2016
- Assisted staff accountants in completion of 2016 General Post Fund Review
- Completed transfer to electronic filing system of 10 yrs of paper records including general ledgers, employer records, reconciliations, etc.
Education
BA - Accounting
University of Northern Iowa
12-2019
Skills
- Audit Preparation
- Tax Preparation
- Non-Profit Specialization
- Consulting
- Pfx Engagement
- CCH Axcess
- CaseWare
- Quickbooks Desktop/Server
- NetSuite
- Tyler Munis
- Microsoft Access
- Dashboard Development
- Microsoft Suite
- Bookkeeping
Certification
Excel Certified Specialist
Recent Involvements
- FUN committee at Forvis Mazars
- Point person for United Way fundraising efforts
- CrossFit coach
Timeline
Audit Associate
Forvis Mazars
10.2023 - Current
Accountant
Creative Planning
10.2020 - 09.2023
Tax Intern
Hogan Hansen
02.2019 - 04.2020
Accounts Maintenance Clerk
Veteran’s Affairs Hospital
05.2016 - 07.2016
BA - Accounting
University of Northern Iowa