Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

FAN HAOBO

Jersey City,NJ

Overview

5
5
years of professional experience
1
1
Certification

Work History

Tax Associate II

Andersen LLC
07.2023 - Current
  • 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
FAN HAOBO