Reviewed client trial balances to ensure correct balances at year-end.
Calculated tax and book gains on sales of businesses and business assets.
Managed multiple projects simultaneously while ensuring deadlines were met.
Prepared business property statements.
Staff Tax Accountant
RJI International CPAs
Irvine, CA
11.2022 - 02.2025
Prepared Federal and state income tax returns for business clients and their individual business owners.
Prepared and provided Adjusting Journal Entries as part of the tax preparation process to correct inaccuracies in clients' financial records and ensure compliance with accounting standards.
Assisted bookkeeping department during slow season.
Communicated with and provided consulting services to clients.
Trained new staff on tax return preparation and tax planning.
Bookkeeper/Staff Accountant
Quon & Associates, Inc.
Tustin, CA
03.2021 - 08.2022
Provided bookkeeping and diverse accounting services to an assigned list of clients.
Maintained accounts payable on client books and remitted timely payments to client vendors.
Converted client books to GAAP basis in preparation for financial statement audits and worked alongside external auditors.
Created journal entry schedules to improve efficiency, support, and documentation of accounting.
Prepared annual and quarterly payroll tax returns and Sales & Use tax returns.
Education
Bachelor of Arts - Business Administration - Accounting