JAMES KANG
Wilmette,IL
Summary
Detail-oriented Auditor with a track record of quickly completing complex audit projects. Experienced in tax compliance audits, specializing in sales and use tax, and corporate tax audits in addition to performance audit of Internal Revenue Services' programs and activities. Well-versed in managing entire audit process from planning and risk assessment to fieldwork.
Overview
13
13
years of professional experience
Work History
Auditor
Office of Inspector General
08.2023 - Current
- Perform research in a collaborative environment to gather background information to learn the audit subject’s environment
- Assist one or more auditors in research, fact-finding, interviewing, analysis, and formulation of findings and recommendations
- Use computers, software applications, databases, and automated systems to accomplish work
- Coordinate with other organizations or parts of the organization to accomplish goals
- Conducting opening and exit conferences to present findings and recommendations
- Documenting results in audit reports with appropriate summaries, conclusions, and recommendations
- Isolating and identifying conditions affecting Federal financial management, susceptibility to fraud, and the potential for increased efficiency.
Auditor
North Carolina Department of Revenue
07.2021 - 07.2023
- The Revenue Field Auditor II is a supervisory/team leader auditor who maintains oversight of a team’s overall audit program and also conducts their audit program, or a specialized auditor with a higher level of technical knowledge with no management duties, but skills that conducts audits on highly complex or technical issues, or a financial investigator with additional duties in the enforcement of the criminal provisions of the revenue statutes with no management duties
- In this position, I perform a specialized audit that requires examinations of complex tax issues, or Fortune 100 companies with no management duties
- My specific tasks include; I independently conducted Corporate/Franchise Tax audits for the companies that have activities in the State of North Carolina
- I reviewed and audited Corporate Amended returns due to Federal RAR
- I successfully audited Sales and Use tax audits of Fortune 100 companies including refund claims
- Create a narrative with clear notes and quotes and present it to the managers and the taxpayers.
Tax Auditor
Massachusetts Department of Revenue
03.2016 - 06.2021
- I Independently conducted and effectively finalized complex field audits using standard auditing techniques and knowledge of federal and state laws to determine compliance with Massachusetts tax laws
- I responded to taxpayers and other customers promptly and professionally and maintained the integrity and security of taxpayer information per IRS and Agency guidelines
- I provided research and analysis for assigned tax issues and projects
- I provided courteous, focused, and professional service to taxpayers, agency staff, and other professionals outside the department via telephone calls, written correspondence, and personal contacts
- I prepared and submitted all reports ultimately, accurately, and timely
- I have provided well-reasoned recommendations on enhancements to compliance initiatives and Agency procedures.
Tax Auditor IV
Florida Department of Revenue
10.2011 - 01.2016
- Conducts compliance tax audit to entities in mid-western states that ship/provide service to the State of Florida
- Extensively trained on concepts of Florida Tax Statutes and other related tax laws
- Can research a company in the SAP system and interpret taxpayer records in compliance with the audit objectives
- Conducted tax audits independently and successfully closed assigned cases in relevant priorities
- Received in-depth training on Non-statistical and Stratified Statistical Sampling of audit
- Received positive feedback from taxpayers after conducting the audits
- Ability to research tax statutes and laws proactively
- Ability to multitask with given assignments and analyze records in detail
- Ability to write up audit reports clearly and concisely
- Praised for working independently and within a team structure.
Education
Bachelor of Business Administration - AccountingFinance
Loyola University Chicago
Chicago, IL12.2005
Skills
- Experience in Accounting Software: QuickBooks Pro, SAGE MAS200, SAGE AAPAC
- Experience in Tax Research Tool
- Highly Proficient in Microsoft Office Products including PowerPoint, Excel, and Word
- Fluent in Korean
- Former Licensed Enrolled Agent by Internal Revenue Services
- Audit reporting
- Bookkeeping
- Compliance standards
- Taxation Knowledge
- Audit Planning
- Process evaluations
- Internal Auditing
- External Auditing
- Account Reconciliation
- Report creation
- Industry Expertise
- Audit Coordination
- Accounting Principles
- Regulatory filings
- Report Writing
- Continuing education
- Sampling techniques
- Report Generation
- Data Analytics
- Internal Controls
- Microsoft Office
- Attention to Detail
- Team Collaboration
- Clear Communication
- Records Maintenance
- Audit Support
- Data Collection
- Analytical research
- Quality Assessment
- General accounting
- General Ledger
- Accounting Terminology
- Bookkeeping and Reconciliation
- Conflict Negotiation and Resolution
- Audit management
- GAAP Accounting Practices
- Auditing and Attestation
- Compliance Reporting
- Accounting Processes
- Report Preparation
- Data Analysis
- Taxpayer Account Audits
Awards
Dean's List Loyola University (Fall 2002)
Languages
Korean
Full Professional
Timeline
Auditor
Office of Inspector General
08.2023 - Current
Auditor
North Carolina Department of Revenue
07.2021 - 07.2023
Tax Auditor
Massachusetts Department of Revenue
03.2016 - 06.2021
Tax Auditor IV
Florida Department of Revenue
10.2011 - 01.2016
Bachelor of Business Administration - AccountingFinance
Loyola University Chicago