Evelyn Huo
Diamond Bar,CA
Summary
Dynamic California-licensed CPA with extensive experience at PwC US Tax LLP, leading tax compliance and domestic/foreign reporting for complex structures and enhancing client satisfaction. Proficient in GoSystem and Excel, in delivering strategic insights and fostering strong client relationships, driving successful outcomes in high-stakes financial environments.
Overview
7
7
years of professional experience
Work History
Senior Associate
PwC US Tax LLP
Los Angeles, California
04.2023 - Current
- Lead the team on tax compliance work, including the review of tax returns for the funds/JVs and DREs, quarterly estimated taxable income computation for over $80 million projects, asset acquisitions/dispositions deals, and other investor reporting reviews (Form 1099-Div, foreign forms, withholdings).
- Dealt with the implications of complex tax structures, consulted with the clients on their tax questions and did research on potential treatments. Helped the client to set up the new funds.
- Review the quarterly REIT testing computation/memos and communicate any implications to the clients. Dealt with the PFIC reporting for the entities with foreign fund investments and foreign currency.
- Lead on overall engagement, finance, staff, and budget control.
Tax accountant
John Weldon CPA.
Los Angeles, California
06.2022 - 04.2023
- Prepared and reviewed the monthly financial statements for the entities in Real Estate and Entertainment.
- Prepared and reviewed the tax returns for over 80 C-Corps, S-Corps, and partnerships. Helped with complex trust tax reporting.
- Communicated with the financial departments for the tax implications and discuss the tax treatments.
Accountant
JiaLong Real Estate Development Inc
11.2020 - 05.2022
- Generate financial statements and cash flow statements on a monthly basis in compliance with the U.S. GAAP.
- Generate an annual budget analysis for three over $10M construction projects, and communicate with the senior management team.
- Develop the detailed monthly comparative cost analysis of operational expenses by collecting data from multiple periods to help the company identify any unnecessary costs and control them at a reasonable level.
- For the newly developed product line, lead the accounting team to perform the market trend analysis to understand the customer segment, market benchmark, and projected profit margin. Prepare the monthly disbursement report for senior management.
Accountant
Exact Accounting & Tax Services Inc
Los Angeles, CA
08.2018 - 11.2020
- Generated financial statements for over 30 companies in financial system and analyzed data from Financial reports for any unusual transactions in compliance of US GAAP. Preparing monthly balance sheet reconciliation.
- Handled sensitive information and accounting working paper in confidential manner.
- Prepared tax returns for more than 30 companies including C-Corp, S-Corp and Partnership utilizing Drake software. Prepared personal income tax returns for these companies business owners.
- Conducted research on tax legislation and identified areas to decrease costs, and provided advisement to senior leadership; Communicate with clients in understanding financial implications of their business operations, collecting data for tax preparation.
Education
Master of Accounting - Accounting
Washington University in St Louis
St Louis, USA, MO05.2018
Bachelor of Accountancy - Accounting
Iowa State University
Ames, USA05.2017
Skills
- California-licensed CPA
- Software: Strong GoSystem operation, Quickbooks Pro/Enterprise version, Strong Microsoft especially Excel
- Language: English and Chinese Mandarin
Timeline
Senior Associate
PwC US Tax LLP
04.2023 - Current
Tax accountant
John Weldon CPA.
06.2022 - 04.2023
Accountant
JiaLong Real Estate Development Inc
11.2020 - 05.2022
Accountant
Exact Accounting & Tax Services Inc
08.2018 - 11.2020
Master of Accounting - Accounting
Washington University in St Louis
Bachelor of Accountancy - Accounting
Iowa State University