Cadie Ly
San Diego,CA
Summary
Dedicated full time accounting student who thrives in fast-paced, team-oriented environment, excellence time management, seeking to join and gain professional experience, and the knowledge in the accounting workforce. Always up for the challenge, solving problems as well as enjoying working and meeting new people as a team. Ready to work in a team and achieve company goals.
Overview
3
3
years of professional experience
Work History
SALT Tax Intern
KPMG LLP
06.2024 - Current
- Worked closely with team members to complete tasks efficiently under tight time constraints during peak periods of high workload demands.
- Utilized tax-related software to prepare and process returns and research tax matters.
- Provided assistance with various projects related to property taxation, sales/use taxes, payroll taxes, and other specialized areas as needed throughout the internship experience.
- Streamlined tax processes by maintaining organized client files and documentation.
Intern
Baker Tilly
06.2023 - 08.2023
- Assisting tax manager in preparing Federal and state/local tax return including individual (form 1040), partnership (form 1065), cooperate (form 1120) and LLC (form 568)
- Utilizing CaseWare, and Access software to keep track, filing tax returns on client’s accounts.
- Compiled data, updated spreadsheets, and reports.
Receptionist
Healthy I Care Optometry
01.2022 - 03.2022
- Greeting incoming visitors and appointed patients professionally, provided friendly, knowledgeable assistance
- Confirmed appointments, communicated with clients, and updated clients’ records
- Checked visitors in and directed to appropriate departments and personnel
Education
Bachelor of Science -
San Diego State University
San Diego, CA05.2024
Skills
- Detailed-Oriented
- Time management
- Intrigued
- Organizational abilities
- Teamwork and Collaboration
- Time Management
- Tax Preparation
- Problem-Solving
Affiliations
- SAS, 09/2022, 01/2023
- BAP, 01/2023, 8/2023
Languages
Vietnamese
Native or Bilingual
Timeline
SALT Tax Intern
KPMG LLP
06.2024 - Current
Intern
Baker Tilly
06.2023 - 08.2023
Receptionist
Healthy I Care Optometry
01.2022 - 03.2022
Bachelor of Science -
San Diego State University
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