Codi Tam
San Francisco
Summary
Experienced business and systems analyst with a strong background in financial data, strategic planning, and process improvement. Skilled in interpreting complex regulations and leveraging data-driven insights for informed decision-making. Proven collaborator transitioning into a new field, aiming to apply analytical and compliance expertise in a dynamic, team-oriented environment.
Overview
2
2
years of professional experience
Work History
Tax Associate
Tang & Lee LLP
01.2025 - 04.2025
- Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
- Maintained detailed records of client interactions and transactions, ensuring the highest level of accuracy and confidentiality.
- Prepared accurate tax returns for individuals, partnerships, corporations, and non-profit organizations, maximizing deductions and credits.
- Participated in continuing education courses to maintain professional knowledge and certifications as a Tax Associate.
- Developed strong relationships with clients through consistent communication regarding their unique needs and goals related to taxation matters.
Tax Preparer
Vita
12.2022 - 04.2024
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Analyzed financial records to verify accuracy of tax returns.
- Streamlined tax preparation processes for increased efficiency and accuracy.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
Education
Bachelor of Science - Business And Managerial Economics
University of California - Davis
06.2024
Skills
- Data Analysis & Communications
- Financial Statement Analysis
- Project Management
- Financial Management
- Tax Reporting
- Cash Flow Management
- Microsoft Excel
- Python Programming
- Tax compliance
Languages
Chinese (Cantonese)
Native or Bilingual
Timeline
Tax Associate
Tang & Lee LLP
01.2025 - 04.2025
Tax Preparer
Vita
12.2022 - 04.2024
Bachelor of Science - Business And Managerial Economics
University of California - Davis
Similar Profiles
XINSUI HEXINSUI HE
Staff Tax Accountant at Tang & Lee, LLPStaff Tax Accountant at Tang & Lee, LLP
Chee Hoong TanChee Hoong Tan
Bar Waiter at Tang PingBar Waiter at Tang Ping
Feifan ZhangFeifan Zhang
Clerical Officer at Tang Food EmporiumClerical Officer at Tang Food Emporium
M. Sean SilverM. Sean Silver
Tour Guide at Dylan's ToursTour Guide at Dylan's Tours
Michael LadaoMichael Ladao
Laboratory Assistant II at California Department of Public HealthLaboratory Assistant II at California Department of Public Health