Summary
Overview
Work History
Education
Skills
Timeline
Generic

DAN ZHU

Miramar,FL

Summary

Motivated Tax Accountant promoting more than 10 years of expertise in monitoring federal and state tax laws and changes. Action-oriented individual with experience assisting with audits. Team-player and tax expert with dynamic analysis and process improvement talents. Highly effective Tax Accountant with strong skills in managing federal, state and local tax returns. Poised and sharp with capability to meet very tight deadlines in fast-paced environments. Proven Personal Tax and Trust skills with training in CS and Turbotax

Overview

7
7
years of professional experience

Work History

Tax Accountant

JAL ACCOUNTING
Hollywood, FL
12.2012 - 03.2020
  • Prepared federal and state income tax returns for individuals, businesses, trusts, estates, and non-profits.
  • Performed tasks under limited supervision related to income tax compliance such as returns, extensions, forecasts, and tax provisions for business sectors and corporate heritage business units.
  • Conducted tax reviews and compilations to identify potential exposure areas and provided suggestions.
  • Trained clients on QuickBooks to help make tax management easier.
  • Managed filing of federal, state, and local taxes within established time frames for business with a staff headcount of 10 years
  • Kept up to date on current income tax developments and advised clients to make proper adjustments
  • Drafted tax documentation subject to detailed review and approval by department management
  • Audited client financial records to determine tax liability
  • Performed analysis on inventory, accounts receivable, and accounts payable balance sheet accounts
  • Trained clients on QuickBooks to help make tax management easier
  • Remained educated in all current tax laws for both US and foreign countries
  • Leveraged CS and QB, spreadsheets, and databases to provide supporting documentation for schedules and journal entries

Education

High School Diploma -

QIAOZHONG
CHINA
07.2000

Skills

  • Personal tax return
  • Corporation tax return
  • Bookkeeping
    Enter and pay bills
    Invoicing
    Payroll
    Bank reconciliation
    Sales tax filing
    Financial statement reconciliation
    Financial statement preparation and analysis

Timeline

Tax Accountant

JAL ACCOUNTING
12.2012 - 03.2020

High School Diploma -

QIAOZHONG
DAN ZHU