NGUYEN TRAN
Fenton,MO
Overview
8
8
years of professional experience
Summary
Accounting and tax professional supporting individual and business returns, bookkeeping, payroll, reconciliations, and financial reporting. Handles tax research, compliance, and recordkeeping with Lacerte, UltraTax CS, Drake, and QuickBooks to maintain accurate filings and support timely client service.
Work History
Tax Associate
Krieg Lohbeck & Co CPAs LLC
Fenton, MO
07.2026 - Current
- Prepare, review, and finalize individual tax returns using Lacerte Tax Software.
- Researched tax issues to ensure compliance with federal, state, and local tax regulations, minimizing risk for clients.
- Prepared financial statements and supporting schedules to ensure accurate reporting.
- Reconciled accounts and maintained accurate financial records to support financial integrity and reporting accuracy.
- Assisted with bookkeeping, payroll, and accounting services to maintain seamless financial operations.
- Collaborated with team members to deliver accurate and timely service to clients, contributing to improved client satisfaction.
Tax Preparer
Lewis and Associates, P.C.
St Louis, MO
02.2026 - 05.2026
- Reviewed and prepared individual and business tax returns, ensuring compliance and accuracy using UltraTax CS.
- Applied tax expertise to maximize deductions and minimize liabilities for clients.
- Reconciled income deductions with depreciation schedules to validate financial statements.
- Reconciled income deductions with depreciation schedules to ensure accuracy in financial statements.
- Organized digital tax files and documentation for efficient retrieval and client service.
Tax Preparer/Senior Staff Accountant
Anh Le, CPA
Creve Coeur, MO
07.2025 - 01.2026
- Reviewed and prepared individual and business tax returns with Drake Tax, ensuring compliance and optimizing client outcomes.
- Applied tax expertise to maximize deductions and minimize liabilities for clients.
- Prepared financial statements and managed bookkeeping with Drake Software and Microsoft Excel to ensure accuracy and compliance.
- Gathered financial information and prepared documentation to close books, enhancing accuracy in financial reporting.
- Submitted tax payments and filed quarterly payroll tax returns with the IRS and state withholding agencies.
- Processed payroll and prepared monthly and quarterly reports to ensure timely and accurate employee compensation.
Staff Accountant
e3 ConsultantsGROUP
Kirkwood, MO
06.2025 - 06.2025
- Managed full-cycle bookkeeping for multiple clients using QuickBooks Online and Desktop, ensuring timely and accurate financial records and reporting.
- Managed accounts payable and receivable, processing vendor payments and customer invoicing to ensure efficient cash flow.
- Prepared monthly financial statements, ensuring compliance and accuracy of general ledger accounts.
- Performed bank and credit card reconciliations, resolving discrepancies to uphold accuracy in financial records.
- Processed sales tax filings and maintained supporting documentation.
- Assisted with year-end close and tax preparation by organizing financial records and preparing adjusting journal entries.
Tax Preparer Assistant
PT Accounting & Services
St Louis, MO
11.2020 - 05.2021
- Assisted in preparing individual tax returns (Form 1040), ensuring compliance with federal and state tax regulations.
- Gathered and reviewed client financial information and supporting documents, ensuring accuracy of tax filings.
- Reviewed financial statements and tax documents, identified discrepancies, and resolved issues to minimize filing errors.
- Collaborated with senior tax preparers and accountants to streamline workflow and meet critical tax season deadlines.
- Organized and maintained client tax documents, enhancing data entry accuracy and processing efficiency.
Full Charge Bookkeeper
Don Le, CPA
Westminster, CA
03.2020 - 10.2020
- Prepared and remitted payroll tax and sales tax payments to federal and state agencies in a timely manner.
- Prepared financial statements and maintained accounting records using QuickBooks and Microsoft Excel, facilitating accurate financial reporting.
- Managed full-cycle bookkeeping processes, ensuring accuracy and compliance with financial regulations.
- Calculated employee compensation, ensuring accuracy in rate changes, retroactive adjustments, overtime, bonuses, vacation, and sick leave for timely payroll processing.
- Remitted payroll tax and sales tax payments to federal and state agencies, ensuring timely compliance with regulations.
- Filed quarterly payroll tax returns, maintaining compliance with IRS and state reporting requirements, minimizing potential penalties.
Accounts Payable & Accounts Receivable Specialist
Green Light Go, Inc
Garden Grove, CA
01.2019 - 02.2020
- Prepared and distributed customer invoices electronically and by mail using Sage 50, Aljax, and QuickBooks.
- Reviewed invoices and payment requests for accuracy, verifying calculations, extensions, and applicable discounts to minimize discrepancies.
- Reconciled accounts receivable records and spreadsheets, ensuring all transactions were properly recorded and balanced.
- Prepared and distributed customer invoices electronically and by mail using Sage 50, Aljex, and QuickBooks, enhancing billing efficiency.
- Communicated with customers, carriers, and factoring companies to effectively resolve billing issues and verify documentation for timely payments.
- Managed commission and payroll processing for brokers, dispatchers, and employees, ensuring timely and accurate payments to support operational continuity.
Education
Associate of Science - Accounting
Santa Ana College
Santa Ana, CABachelor of Science - Accounting And Finance
University of Economics
VietnamSkills
- Tax compliance knowledge
- Tax software expertise
- QuickBooks Desktop and Online proficiency
- Payroll bookkeeping
- QuickBooks proficiency
- Financial reporting
- Analytical thinking
- Attention to detail
- Priority management
- Organizational skills
- Bilingual communication (English, Vietnamese)
Timeline
Tax Associate
Krieg Lohbeck & Co CPAs LLC
07.2026 - Current
Tax Preparer
Lewis and Associates, P.C.
02.2026 - 05.2026
Tax Preparer/Senior Staff Accountant
Anh Le, CPA
07.2025 - 01.2026
Staff Accountant
e3 ConsultantsGROUP
06.2025 - 06.2025
Tax Preparer Assistant
PT Accounting & Services
11.2020 - 05.2021
Full Charge Bookkeeper
Don Le, CPA
03.2020 - 10.2020
Accounts Payable & Accounts Receivable Specialist
Green Light Go, Inc
01.2019 - 02.2020
Bachelor of Science - Accounting And Finance
University of Economics
Associate of Science - Accounting
Santa Ana College