David Hoang
Sacramento,CA
Summary
Appeals Officer with the IRS experienced in independently reviewing and resolving complex federal tax disputes
involving individuals, corporations, and flow-through entities. Skilled in analyzing financial records, applying tax law,
and evaluating audit determinations to reach fair and well-supported outcomes. Known for a thoughtful, investigative
approach, strong analytical judgment, and clear communication, with the ability to identify discrepancies and assess risk from multiple stakeholder perspectives.
Overview
5
5
years of professional experience
Work History
Appeals Officer
IRS Independent Office of Appeals
01.2025 - Current
- Perform detailed case analysis by examining IRS and taxpayer data, transcripts, and documentation to identify hazards and discrepancies for indicators of misrepresentation, negligence, and noncompliance.
- Independently lead telephone and in-person conferences with taxpayers, representatives, and legal counsel to negotiate potential settlements with the government while applying strong conflict resolution and communication skills.
- Evaluate and determine the completeness and acurracy of taxpayer and government documentation relating to audit determinations by applying effective research skills of the Internal Revenue Code, Treasury Regulations, Tax Court memorandums, and IRS Publications.
- Ensure professional adherence to the processes and conduct outlined within the Internal Revenue Manual for IRS-Appeals procedures while maintaining independence, impartiality, and confidentiality.
State and Local Tax (SALT) Senior Associate
PwC
05.2023 - 06.2024
- Lead initial examinations of business profiles, enhancing team understanding of complex structures and its respective filings. The clients' business profiles are created from examining tax returns, financial statements, data exports, and intake sheets. Facilitate initial internal team calls to familiarize the members with client's
business, structure, filings, and deadlines. - Assist corporate and partnership clients with state audits, effectively resolving tax liability disputes and maintaining compliance. Act as a liasion between the client and
respective state departments when responding to state notices, inquiries, and audits. - Research and apply tax codes and regulations, delivering strategic insights that generate tax benefits for clients with multistate filings. Research on Federal tax credits such as the Work Opportunity Tax Credit, Alternative Fuel Vehicle Refueling Property Credit, and the Opportunity Zone Credit (California only) has provided clients with tens of thousands of dollars in tax benefits in a handful of states.
- Collaborate coordinate with various teams to streamline tax processes. Complex clients and engagements require resources from PwC's international shared-services centers during the compliance season. Manage domestic and international team members' weekly responsibilities and team goals, while fostering a supportive learning environment.
(Senior) Tax Associate
Grant Thornton
10.2020 - 05.2023
- Prepare and file federal and multi-state partnership and corporate tax returns, enhancing compliance and minimizing errors. Research and apply updates from the Tax Jobs and Cuts Act of 2019 and CARES Act of 2020, state revenue rulings, and court decisions to determine the correct tax liability.
- Improve accuracy in tax document preparation and information gathering. Utilize appropriate tax research softwares such as Checkpoint, Bloomberg Tax, and Wolters Klower, to gather accurate tax regulatory updates from federal and state matrices.
- Track clients' filing and payment history, ensuring adherence to federal and state compliance to avoid penalties and interests. When appropriate, calculate potential penalties and interests for late filings with respect to quarterly federal and state tax estimates and extensions. Prepares Power of Attorney, affidavits, memorandums, and supplemental documentation to appropriate tax authorities
Education
Master of Science - Taxation
California Polytechnic State University - San Luis Obispo
San Luis Obispo, CA06-2020
Bachelor of Science - Business Administration - Accounting
California Polytechnic State University - San Luis Obispo
San Luis Obispo, CA06-2019
Skills
- Case management
- Effective communication
- Collaboration
- Tax and accounting research
- Pre-audit analysis
- Tax return audit
- Bank deposit analysis
Affiliations
Beta Theta Pi Fraternity
Languages
Spanish
Limited Working
Chinese (Cantonese)
Limited Working
Chinese (Mandarin)
Elementary
Interests
- Passionate about balancing physical health with mental and emotional wellness
- Adventure Travel
- Playing sports and weight-lifting
- Volleyball and Swimming
- I love to cook and try new recipes when I'm meal prepping
Timeline
Appeals Officer
IRS Independent Office of Appeals
01.2025 - Current
State and Local Tax (SALT) Senior Associate
PwC
05.2023 - 06.2024
(Senior) Tax Associate
Grant Thornton
10.2020 - 05.2023
Master of Science - Taxation
California Polytechnic State University - San Luis Obispo
Bachelor of Science - Business Administration - Accounting
California Polytechnic State University - San Luis Obispo