My Ho
Braintree,MA
Summary
Skilled Tax Accountant with strong work ethic and sense of ownership needed to excel in government-regulated environment. Effectively manages strict deadlines, schedules and repetitive tasks. Equipped with broad knowledge of concepts and strategies to yield best possible financial outcomes.
Eligible to sit for CPA exam and plan to take it next year. Applied to Bentley for Master's degree starting next year in Accounting and Finance major.
Overview
5
5
years of professional experience
Work History
Tax Accountant, Bookkeeping
McConnell, Rothman., INC
Hingham, MA
09.2023 - Current
- Managed a portfolio of approximately 300 individual tax return filings, serving a broad range of clients, including high net worth individuals with intricate broker statements.
- Managed tax return filings for a range of corporation types such as S-corps, C-corps, and partnerships. Demonstrated expertise in accurately completing K-1 forms for trusts across diverse state-specific regulatory frameworks.
- Maintained accurate records by reconciling bank transactions and preparing month end financial statements for corporations
- Utilized Excel to create reporting and analytical tools, enabling the conversion of data into valuable business insights.
- Demonstrated strong interpersonal skills and effectively liaised with upper management while fostering constructive partnerships with colleagues. Cultivated positive client-company relationships, leading to increased customer satisfaction and repeat business
Bookkeeping
Soup House restaurent
Quincy
09.2019 - 03.2020
- Maintained up-to-date financial records by updating and preparing accurate statements
- Implemented strategies for effective budget control resulting in improved financial performance
Education
Bachelor’s degree -
Suffolk University
12.2023
Associate’s Degree -
Quincy College
12.2020
Skills
- Proficient in Thomson Reuters software - Tax and client information management software
- Financial analysis proficiency
- Bookkeeping Expertise
- Account Reconciliation Mastery
- Advanced Excel knowledge
Languages
- Vietnamese
- English
Projects
Shelter for international students while in Pandemic, Member of PTK since 2019 and joined a fundraising campaign. We called the help for the international students when they had online classes, and the school campus required students to get back home country, yet for some reasons, these students couldn’t have tickets due the close of borders to fly back home. Member of international club in school, and the leader of Vietnam group to share knowledge and culture to other groups
Languages
English
Full Professional
Vietnamese
Native/ Bilingual
Timeline
Tax Accountant, Bookkeeping
McConnell, Rothman., INC
09.2023 - Current
Bookkeeping
Soup House restaurent
09.2019 - 03.2020
Bachelor’s degree -
Suffolk University
Associate’s Degree -
Quincy College
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