Innovate Tax Strategies: Develop and implement innovative tax strategies for private equity, hedge, and venture capital firms, ensuring compliance with federal and state tax regulations, and optimizing carried interest considerations through advanced technology solutions.
Streamline Tax Filings: Prepare and file both federal and state tax returns at the fund-to-fund level for renowned private equity, venture capital, and fund of funds, utilizing automated workflows to analyze alternative fund structures, including onshore and offshore entities, blocker companies, and SPVs.
Enhance Tax Processes: Specialize in preparing specific tax forms such as PFIC, PTET, and Form 8865 for leading private equity fund entities, incorporating detailed waterfall calculations, and leveraging technology to ensure seamless and efficient tax processes.
Optimize Investment Structures: Provide in-depth analysis and strategic advice to optimize the tax efficiency of various investment structures, employing cutting-edge tax engines to deliver the fastest and most accurate tax solutions, resulting in over $1 million in tax savings for clients.
Accounting Assistant
Flange Forging Company
05.2020 - 08.2020
Assisted the accounting department in making periodic income statements and cash flow statements
Helped adjust the unreasonable disbursements of the third quarter of 2020 and made the disclosure notes for the financial statements
Helped make the journal entry for the third quarter 2020 business transaction, mainly responsible for the account receivable and inventory for BP
Provided suggestions and methods on the improvement of accounting principles, from modified cash basis to accrual basis, successfully helped management and stockholders become familiar with the real financial status and one step closer to the standard of U.S
GAAP.
Accounting Assistant
Grant Thornton
05.2019 - 08.2019
Assisted Riot China with monthly regular reimbursement audit and standard accounting vouchers
Participated in the audit of ADM subsidiaries in Eastern Hemisphere 2017/2018, found disorder of expense and cost disbursements, and reported to the project manager in a timely manner
Analyzed the budget progress to provide suggestions to supervise the budget management and budgetary targets
Helped GILEAD review past and current year financial statements, provided detailed analysis of both the future expense and revenue.
Education
Master of Science - Accounting
New York University, Stern School of Business
New York, NY
05.2023
Bachelor of Science - Agricultural Business And Management
Pennsylvania State University, College of Agriculture Science
12.2021
Skills
Form 1065,1120 Tax Reporting
PFIC Compliance
FATCA Reporting
International Taxation
Investment Vehicles
Reporting Compliance
COSO Internal Control
IFRS Standard
US GAAP Standard
SWOT Analysis
Certification
Certified Public Accountant (CPA)
Microsoft Office Specialist Master
Smeal College of Business Fundamental Certification
Languages
Chinese (Mandarin)
Native or Bilingual
Timeline
Tax Associate II
Andersen LLC
07.2023 - Current
Accounting Assistant
Flange Forging Company
05.2020 - 08.2020
Accounting Assistant
Grant Thornton
05.2019 - 08.2019
Master of Science - Accounting
New York University, Stern School of Business
Bachelor of Science - Agricultural Business And Management
Pennsylvania State University, College of Agriculture Science