JASON LIN
Long Island City,NY
Summary
Seasoned Senior Tax Associate with a proven track record at PricewaterhouseCoopers, adept in Microsoft Excel and demonstrating exceptional communication skills. Spearheaded tax strategies, reducing client liabilities and mentoring teams for peak performance. Experienced in corporate tax, showcasing unparalleled organizational ability and project management capabilities.
Overview
7
7
years of professional experience
Work History
Senior Tax Associate
PricewaterhouseCoopers
New York, NY
10.2021 - 11.2024
- Prepared and reviewed federal and state income tax returns for individuals, corporations, partnerships, and other entities.
- Produced work papers and lead sheets, tax projects and payment estimations.
- Supervised, trained, and mentored associates and interns on tax projects, and assessed staff for performance reviews.
- Advised clients on strategies to minimize their overall tax liabilities while maximizing deductions.
- Researched a variety of topics related to taxation, including foreign source income rules, transfer pricing regulations, and accounting methods.
- Prepared corporate tax returns, estimated payments, and extensions for multiple clients.
- Selected to conduct National Federal Tax Compliance training for new staff.
- Managed relationships with external auditors during periodical audits.
- Trained staff members on proper use of accounting software applications.
Managing Partner
Eastern Pavilion
New York, NY
06.2021 - 10.2025
- Oversee marketing and front-end operations for in-house management.
- Streamline the company brand in collaboration with local businesses.
- Lead recruitment, training, and onboarding.
- Coordinate and establish a new business segment and opportunities.
Accounting Intern
Gary Schack, CPA, P.C
East Setauket, NY
06.2018 - 08.2019
- Organized a large amount of files to make sure they were in order for tax preparation.
- Tax preparation experience with Individual (Form 1040), Corporation (Form 1120/S), returns, and schedules.
- Worked on income taxes, W-2, and W-4 forms for private individual clients, as well as private local businesses.
- Bookkeeping, including monthly maintenance and closure (service and product-based), reported any discrepancies identified.
- Prepared bank reconciliations and journal entries to record transactions in the general ledger.
Education
Bachelor of Science - Business Administration - Accounting
San Francisco State University
05.2021
Bachelor of Science - Managerial Economics, Minor - Accounting
University of California, Davis
03.2019
Skills
- Microsoft Excel and office products
- OneSource tax software
- GoSystems
- Communication skills
- Customer service skills
- Organizational ability
- Project management capabilities
- Corporate tax
- Team leadership qualities
- Account servicing
- Goal planning
Timeline
Senior Tax Associate
PricewaterhouseCoopers
10.2021 - 11.2024
Managing Partner
Eastern Pavilion
06.2021 - 10.2025
Accounting Intern
Gary Schack, CPA, P.C
06.2018 - 08.2019
Bachelor of Science - Business Administration - Accounting
San Francisco State University
Bachelor of Science - Managerial Economics, Minor - Accounting
University of California, Davis