Muzi Wang
McKinney,TX
Summary
Tax associate with 2 years of extensive business and individual taxation experience with emphasis in export and import companies and restaurants. Proficiency in use of computers and accounting and tax software programs. Excellent analytical and time management skills, strong numeracy skills and keen attention to detail to drive results.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Accountant
Pu Li CPA, P.C.
01.2023 - Current
- Utilized tax software such as CCH, ATX, or TurboTax to prepare tax returns for individuals, partnerships, and corporations, maximizing deductions and credits.
- Analyzed financial statements to identify potential discrepancies or opportunities for improved tax planning strategies.
- Used advanced software such as Sage and QuickBooks to prepare financial statements, reports, and presentations.
- Reconciled accounts and documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
- Used advanced software such as Sage and ADP to prepare payroll, W-2s and 1099s, ensuring accuracy and timeliness in tax filing.
- Prepared sales tax returns for businesses located in different states.
Accountant Assistant
LAM, PO & XU, CPA's
09.2021 - 09.2022
- Prepared federal and multiple state tax returns for individuals and Corps
- Provided payroll service to clients, filed payroll tax returns, and sales and use tax returns in multiple states
- Prepared monthly closing journals, reconciled entities' bank accounts with their financial records
Accounting Teacher Assistant
University Of Wisconsin-Madison
08.2020 - 12.2020
- Helped professor draw ER diagrams and REA business models to assist students learn accounting transaction cycles effectively
- Helped students use NetSuite to design reports, make journal entries, and buy and sell products
- Helped students analyze audit result and audit risk by using computer-based tools
- Helped student understand COSO framework and evaluate company's internal control and IT risk
- Graded and provided feedback on assignments.
Education
MBA - Accounting
University of Wisconsin - Madison
Madison, WI05.2021
BBA - Accounting
University of Wisconsin - Madison
Madison, WI05.2020
Skills
- Corporate/ Partnership / individual federal and state tax returns
- Company payroll tax/ sales tax/ property tax filings
- Financial Reporting/ General ledger/ Bank reconciliations
- Proficient in Sage, Quickbook, CCH Axcess Tax, ATX, Excel
Certification
CPA, In progress, 01/2016, 12/2017
Timeline
Accountant
Pu Li CPA, P.C.
01.2023 - Current
Accountant Assistant
LAM, PO & XU, CPA's
09.2021 - 09.2022
Accounting Teacher Assistant
University Of Wisconsin-Madison
08.2020 - 12.2020
MBA - Accounting
University of Wisconsin - Madison
BBA - Accounting
University of Wisconsin - Madison