Khang Mai, EA
Summary
Detail-oriented Certified Enrolled Agent with robust experience in full-cycle accounting, tax strategy, and IRS compliance. Adept at navigating complex legislative impacts, such as the One Big Beautiful Bill Act (OBBBA), and optimizing tax positions for diverse corporate structures. Brings a rigorous analytical approach to managing complex ledgers, AR/AP workflows, and corporate tax filings, driving financial accuracy and regulatory adherence.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Tax Associate
Alumbra CPA, PC
San Diego, CA
01.2023 - Current
- Prepare & review complex tax return (including 1040, 1065 and 1120S) with meticulous attention to tax issues including apportionment, state modifications, estimated tax payments, with-holding calculations and related filings.
- Having equivalent understanding of tax preparation, research state tax regulations and assist clients to ensure compliance service & Manage multiple assignments under tight deadlines during tax seasons
- Processed Accounts Payable (AP) invoices weekly using QuickBooks Online, maintaining a 99% accuracy rate
- Managed full-cycle Accounts Receivable (AR) for a portfolio of 75+ clients, generating monthly invoices and tracking payments
Business Tax Expert
Intuit, Inc.
01.2026 - 01.2026
- Advanced Tax Advisory: Leveraged Enrolled Agent credential to provide expert-level tax strategy, preparation, and review services for diverse business entities (LLCs, S-Corps, Partnerships, and C-Corps) utilizing Intuit’s professional tax software suite.
- Complex Code Application: Advised small-to-medium enterprise (SME) clients on complex tax code applications, maximizing tax efficiency through strategic guidance on Qualified Business Income (QBI) deductions, passive activity loss rules, and compliance with recent legislative impacts like the OBBBA.
- Bilingual Client Resolution: Delivered comprehensive tax consultations in both English and Vietnamese, effectively translating complex tax liabilities and compliance requirements into actionable financial strategies for a diverse client base.
- Risk Mitigation & Compliance: Conducted detailed reviews of corporate tax returns and financial statements prior to filing, resolving discrepancies to maintain a [95]% accuracy rate and significantly reducing client audit risk.
- Workflow Optimization: Handled a high-volume pipeline of [50+] business tax clients per week during peak season, maintaining a [90]% positive customer satisfaction (CSAT) score by providing timely, accurate, and empathetic financial guidance.
Client Advisor
Vinfast Auto
05.2022 - 04.2023
- Excellent showroom interaction by engaging with clients to generate brand and product excitement, and to guide clients through the process of becoming Vinfast owners
- Work toward becoming subject-matter expert in EV industry
- Provided personalized client support to enhance customer satisfaction and retention.
- Analyzed client needs to recommend tailored solutions, increasing engagement and loyalty.
Loan Advisor/Assistant Branch Manager |NMLS#215826
Loan Factory, Inc
07.2021 - 04.2022
- Conducted thorough evaluations of creditworthiness and finalized debt-to-income ratios and tax documents to enhance loan origination efficiency.
- Analyzed client needs and recommended mortgage options to enhance financial well-being and support long-term objectives.
- Evaluated existing processes and formulated targeted strategies to enhance loan processing efficiency.
- Executed promotional strategies to enhance sales of products and services while ensuring exceptional customer satisfaction.
- Assessed financial data in detail to identify criteria for loan eligibility and assess various financing options.
Bookkeeper/Certified Tax Preparer
WT Financial Inc
03.2020 - 07.2021
- Achieved accurate financial reporting through meticulous documentation of financial transactions. Enhanced financial integrity by executing thorough bank reconciliations. Improved efficiency of accounts payable and receivable processes, resulting in timely payments. Delivered precise general ledger and financial statements utilizing Intuit Pro Series expertise.
- Streamlined payroll processing and tax submissions for local businesses, enhancing accuracy for W2, W3, 1099-MISC, and 571-L forms. Empowered LLCs, S-Corps, and C-Corps to navigate compliance requirements effectively. Produced comprehensive documentation for multiple tax filings, ensuring adherence to regulations.
- Performed detailed preparation of individual tax returns with Lacerte & IntuitPro software, focusing on efficiency and regulatory adherence.
Education
Bachelor of Science - Accounting, Finance
San Diego State University
05-2020
Skills
- Expertise in Tax Preparation: 1040, 1065, 1120s, multiple rental properties, Schedule C&K-1s
- Bookkeeping: Performed 3-way matching for vendor invoices, purchase orders, and receiving reports to ensure precise General Ledger (GL) coding
- Payroll/ Sale Taxes/ 941: biweekly, semi-monthly, monthly
- Customer Service: Front Desk Receptionist, Showroom Interaction, Phone Call
- Mortgage: Structuring 1003, Credit & Debt-to-Income Analysis, Conventional, No Income, DSCR
- Salesforce, CRM, Quickbooks, Sureprep, Microsoft Offices (Excel: Pivot, Vlookup)
- 1-on-1 Tutor Skills, Tax compliance & Tax research
- Transfer pricing & Nonprofit taxation
- Tax credits and incentives & State and local taxation
Certification
- Enrolled Agent Certification #00162538
- Certified Quickbooks Online Advisor Level 1 & 2
- Mortgage Loan Originator NMLS#2158268
- CA Real Estate Agent DRE# 02164479
Languages
English & Vietnamese
Timeline
Business Tax Expert
Intuit, Inc.
01.2026 - 01.2026
Tax Associate
Alumbra CPA, PC
01.2023 - Current
Client Advisor
Vinfast Auto
05.2022 - 04.2023
Loan Advisor/Assistant Branch Manager |NMLS#215826
Loan Factory, Inc
07.2021 - 04.2022
Bookkeeper/Certified Tax Preparer
WT Financial Inc
03.2020 - 07.2021
Bachelor of Science - Accounting, Finance
San Diego State University