Daniel Zou
Washington,DC
Summary
Tax professional with a proven track record in managing diverse projects and delivering high-impact results. Known for exceptional problem-solving skills and ability to work seamlessly with cross-functional teams.
Overview
10
10
years of professional experience
Work History
Tax Senior Associate
CohnReznick, LLP
07.2023 - Current
- Reviewed and filed U.S. federal and state tax returns, as well as U.S. income tax returns for foreign corporations, utilizing Gosystem and CCH Axcess.
- Prepared and reviewed estimated tax payments, extensions, and various foreign reporting forms, including Forms 5471, 5472, FinCEN 114, 8865, and 8858.
- Collaborated with a diverse client base, including public and private companies across industries such as technology, life sciences, renewable energy, entertainment, hospitality, cannabis, and financial services.
- Prepared and reviewed ASC 740 income tax provisions, ensuring compliance with financial reporting standards.
- Conducted state tax nexus analyses to assess multistate tax obligations and planning opportunities.
- Supported merger and acquisition activities by addressing tax implications and compliance requirements.
- Contributed to business growth by securing new clients and expanding services opportunities.
- Served as an instructor in company-wide intern training programs, mentoring new hires and sharing technical expertise.
Tax Senior Associate
FORVIS, LLP (BKD & DHG Merger)
09.2021 - 07.2023
- Prepared, reviewed, and filed U.S Federal and state tax returns for large C corporations, flow-through entities, high-net-worth individuals, non-profits, estate & trusts, and gifts across various industries
- Prepared ASC 740 tax provisions for large C corporations
Tax Associate
Dixon Hughes Goodman, LLP
10.2019 - 09.2021
- Performed tax compliance for various types of entities
- Participated in R&D tax credit and ERC projects
Tax and Assurance Intern
Dixon Hughes Goodman, LLP
06.2019 - 08.2019
- Performed R&D tax credit eligibility testing, contract review, and tax credit calculation
- Audited 401(k) plans
Audit Intern
PricewaterhouseCoopers, LLP
12.2014 - 07.2015
- Participated in international transactions analysis
- Performed confirmation, statement reconciliation, and inventory counting
Education
Master of Accountancy -
UNIVERSITY OF MISSISSIPPI, PATTERSON SCHOOL OF ACCOUNTANCY
Oxford, MS12.2018
Bachelor of Financial Management -
CHANGSHA UNIVERSITY
Changsha, Hunan05.2014
Skills
- US Federal and State Tax Compliance
- International Tax Compliance
- ASC 740 Income Tax Provision
- Tax Research (BNA, Checkpoint)
- Tax Software (GoSystem, CCH Axcess, Caseware, CCH Engagement)
- Tax Planning
- Client Relationship Management
- Data Analytics (Power BI, Tableau)
- Team Leadership
Languages
English
Native or Bilingual
Chinese (Mandarin)
Native or Bilingual
Timeline
Tax Senior Associate
CohnReznick, LLP
07.2023 - Current
Tax Senior Associate
FORVIS, LLP (BKD & DHG Merger)
09.2021 - 07.2023
Tax Associate
Dixon Hughes Goodman, LLP
10.2019 - 09.2021
Tax and Assurance Intern
Dixon Hughes Goodman, LLP
06.2019 - 08.2019
Audit Intern
PricewaterhouseCoopers, LLP
12.2014 - 07.2015
Bachelor of Financial Management -
CHANGSHA UNIVERSITY
Master of Accountancy -
UNIVERSITY OF MISSISSIPPI, PATTERSON SCHOOL OF ACCOUNTANCY
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