Summary
Overview
Work History
Education
Skills
Leadership Experience
Timeline
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JunWei(William) Wei(Contact Representative)

Centereach,NY

Summary

Seasoned Tax Compliance Officer adept at ensuring all tax obligations meet regulatory requirements. Experience encompasses comprehensive knowledge in local and federal tax laws, auditing processes, and compliance procedures. Strengths lie in the ability to identify potential tax issues, provide practical solutions, and maintain meticulous financial records.

Overview

6
6
years of professional experience

Work History

Tax Compliance Officer

Interal Revenue Service
Brooklyn, NY(40hours per week)
06.2024 - 08.2025
  • Conducted thorough interviews with taxpayers to collect necessary documentation, enhancing compliance assessments with publication and Westlaw.
  • Managed daily operational tasks, disseminating informational forms on taxpayer rights, increasing public awareness of Internal Revenue Code.
  • Analyzed complex tax situations, including depreciation and Schedule E, delivering informed resolutions for diverse taxpayer issues.
  • Educated taxpayers during audits on compliance to reduce future audit risks and clarify financial concepts.
  • Maintained detailed records of compliance activities to support continuous improvement in tax regulation knowledge.

Tax Associate

H&R Block
Brooklyn, United States(40hours per week)
02.2023 - 03.2024
  • Revising eligibility applications for programs such as enrollment, child tax credit, rental expenses deduction and financial assessment. Plan and conduct examinations and related investigations of a variety of individual and/or business taxpayers prior to accountant tax filing.
  • Provide guidance to taxpayers and volunteers on tax requirements and accounting policies, practices, and principles as it relates to tax law.
  • Advise taxpayers of their rights as defined if there is any examination, the actual examination procedures, and an explanation of current tax and reporting responsibilities and the importance and benefit compliant with the tax requirements. Conducted interviews to taxpayers regarding their business or tax situation.
  • Developed analytic skills and attention for detail by analyzing questionaries that we provide to all customers with their filing information to see what requirements are meet.
  • Prepares workpapers and reports documenting findings and conclusions with the documents provided by the taxpayer. Organizing and analyzing clients.
  • Analyzes credit and financial analysis information and evaluates their expenses based on daily records, accounting books, review their sales to calculate their yearly income. Develop a plan to determine the taxpayer's financial condition and create a plan to pay tax owe by monthly payments.
  • Educate taxpayers policy changes, financial concepts, and best practices. Maintain comprehensive tax records and financial data for institutional use and audits. Assisted to prepare tax returns in behalf of taxpayers.

System Developer

ServiceNow
Remote, United States (40hours per week)
07.2021 - 05.2022
  • Full Course training starting from html JavaScript and Angular implement it to ServiceNow.
  • Forecast inventory based on current supply and future needs. Shortages of supplies would be informed, expiration date on existing products are monitored.
  • Developing, testing, deploying and updating workflows and approval flows and rules. Coordinated and mapped out with peers across the seas with different time zone in which we all can meet on Zoom to complete timed project.
  • An assignment that was given during college was to determine which financial statement was the most important, which was the statement of cash flow because it provides the debt /cashflow and company carries which a P&L does not.
  • While training Remotely over zoom, offer to help fellow trainee to review recording of the previous day to prepare for the upcoming interview exam.

Finance Analyst Intern

TD Bank
Remote, United States(20hours per week)
01.2020 - 05.2021
  • Conducted 10+hours business specific research for clients. Audit continuously customer feedback, working efficiency, in the process to assist the organization and sustain high quality service.
  • Day-to-day operations via excel (pivot tables, charts) used to ensure the correct data exist and whether further modification is needed. Assisting with audits by gathering financial information and meeting with auditors as needed. Establishing and updating client records. Creating additional documentation including tax forecasting reports for upper management to review.
  • Documented risk exposures relating to client organization, operation, and information system. Analyzed over 200 banks convenient locations from NY and documented risk exposures.
  • Team based training used into to tackle task such as coming up with the fastest solution to a excel base problem, Giving the best solution for the best outcome a client may face. Track yearly and quarterly revenue and expenses for accurate preparation of taxes. Assisted clients to make determinations on their financial assets. Conducted interview to learn more about clients business and their situation.

Education

Bachelor of Business Administration Degree - Finance, Sociology

Baruch College
New York
09-2021

Skills

MicrosoftOfficeExcelAccess PowerPointMS365OutlookPIVOT tablesTaxLawComplianceAudit proceduresFinancialAnalysisRecord keepingRisk assessment

Leadership Experience

Baruch College - Financial Statement Analysis                           01/01/19 to 02/28/23. Coordinated and mapped out with peers across the seas with different time zone in which we all can meet on Zoom to complete timed project., An assignment that was given during college was to determine which financial statement was the most important, which was the statement of cash flow because it provides the debt /cashflow and company carries which a P&L does not., While training Remotely over zoom, offer to help fellow trainee to review recording of the previous day to prepare for the upcoming interview exam.

Timeline

Tax Compliance Officer

Interal Revenue Service
06.2024 - 08.2025

Tax Associate

H&R Block
02.2023 - 03.2024

System Developer

ServiceNow
07.2021 - 05.2022

Finance Analyst Intern

TD Bank
01.2020 - 05.2021

Bachelor of Business Administration Degree - Finance, Sociology

Baruch College

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JunWei(William) Wei(Contact Representative)