Lina Chen, CPA
Astoria
Overview
7
7
years of professional experience
Work History
Senior Tax Associate
Katz, Sapper & Miller
New York
10.2024 - Current
- Prepare federal and state tax returns for partnerships, S corporations, high-net-worth individuals, trusts, estates, gifts, and personal property using CCH Axcess Tax and SurePrep, including Forms 1040 and 1041.
- Conducting tax research and analysis to ensure compliance with federal and state regulations, including guidance on PTET elections and filings.
- Acting as a key liaison between the Indianapolis and NYC tax teams post-acquisition, assisting onboarding efforts, and proactively bridging communication gaps by serving as the primary technical and cultural connector.
Tax Senior Associate I
Exbo Group, Inc
New York
02.2024 - 02.2024
- Managed income tax compliance, payroll tax, sales tax administration, ERC, and R&D tax credits across diverse industries such as SaaS, CPG, FinTech, EdTech, and Professional Services.
Asset Wealth Management Experienced Associate
PricewaterhouseCoopers
New York
06.2021 - 01.2024
- Prepared and reviewed 300+ workpapers and tax returns for REITs, partnerships, and C-Corps, with notable clients including Brookfield Properties, Blackstone, and Pretium Partners.
- Filed federal and state estimates, extensions, and income tax and other returns, such as Form 1120, Form 1065, Form 1120S, Form SS-4, Form 8288-B, Form 8832, Form 4562, and Form 4797.
- Developed an automation utilizing Alteryx to review XMLs for K-1s, federal, and state returns, resulting in a 90% time reduction.
- Distributed K-1s and K-2/K-3s to investors while addressing and resolving federal and state notices.
- Supervised and led the onboarding process of more than 10 seasonal interns and new hires for various teams.
- Researched, identified, and evaluated tax issues related to real estate acquisitions, both inbound and outbound transactions.
- Constructed detailed tax models, E&P estimates, depreciation, and REIT testing workpapers on consulting engagements with clients outside of the U.S.
Tax Intern
WithumSmith+Brown
New York
08.2019 - 10.2019
- Prepared federal and state tax returns for C-Corp, S-Corp, and partnerships using GoSystem and CCH ProSystem.
- Developed tax compliance knowledge and assisted with IRS audits, high-net-worth individuals' returns, and trust and estate returns.
Valuation & Financial Modeling Summer Analyst
PricewaterhouseCoopers
New York
06.2019 - 08.2019
- Reviewed financial statements and DCFs used for clients' revenue and cost projections.
- Assisted in dashboard creation on Tableau for a consumer retail company's acquisition to identify key drivers for growth by examining CAGR and gross margin changes over the years.
- Performed market research utilizing Bloomberg and S&P Capital IQ to gather comparable companies and market research.
Accounting & Finance Intern
Certified Alarm Tech Systems, Inc.
New York
06.2018 - 09.2018
- Analyzed, examined, and interpreted account records to reconcile reports and financial data of major clients, such as Montefiore Hospital, US Power Gen, and Simone Development.
- Utilized QuickBooks to process invoices and payments while working with the CFO in the preparation of financial statements.
- Performed monthly bank reconciliations and resolved $32k discrepancies to ensure the accuracy of financial reports.
Education
Master of Science - Taxation
Baruch College, Zicklin School of Business
New York, NY12.2020
Bachelor of Science - Applied Accounting and Finance
Fordham University, Gabelli School of Business
New York, NY05.2019
Skills
- QuickBooks
- CCH GoSystems
- SAGE Depreciation
- CCH Prosystems fx Engagement
- CCH Axcess Tax
- Alteryx
- Tableau
- SurePrep
- Bookkeeping
- Microsoft Excel
Hobbies and Interests
Basketball, F1 Racing, trivia, crime dramas, Dungeons and Dragons
Timeline
Senior Tax Associate
Katz, Sapper & Miller
10.2024 - Current
Tax Senior Associate I
Exbo Group, Inc
02.2024 - 02.2024
Asset Wealth Management Experienced Associate
PricewaterhouseCoopers
06.2021 - 01.2024
Tax Intern
WithumSmith+Brown
08.2019 - 10.2019
Valuation & Financial Modeling Summer Analyst
PricewaterhouseCoopers
06.2019 - 08.2019
Accounting & Finance Intern
Certified Alarm Tech Systems, Inc.
06.2018 - 09.2018
Master of Science - Taxation
Baruch College, Zicklin School of Business
Bachelor of Science - Applied Accounting and Finance
Fordham University, Gabelli School of Business
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