Phuong Green
Summary
High-performing Tax Professional proficient at preparing complete and accurate tax returns. Excellent planning, problem-solving and decision-making strengths and experienced in business and tax laws.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Tax Associate
BDO USA, LLP
01.2022 - 10.2023
- Devised individual (1040), non-profit organization (990) and business tax returns (1120,1120's,1065) and associated schedules and financial statements.
- Prepared personal, non profit organization and business tax returns for federal, state, corporate, individual, and partnerships for a minimum of 2 tax seasons at a time.
- Organized research and results with spreadsheets, tax prep and bookkeeping software for transparency.
- Collected and researched data, synthesized complex information, and presented findings.
General Manager
ALASKAN CREATIONS
09.2014 - 12.2018
- Plan and direct staffing, training, and performance evaluations to develop and control sales and service programs
- Determine price schedules and discount rates
- Review operational records and reports to project sales and determine profitability
- Monitor customer preferences to determine focus of sales efforts.
Investment Officer
KIM LONG CORPORATION
08.2009 - 07.2014
- Evaluate and compare the relative quality of various securities in a given industry
- Prepare plans of action for investment, using financial analyses
- Recommend investments and investment timing to companies, investment firm staff, or the public
- Collaborate with investment bankers to attract new corporate clients to securities firms.
Education
Bachelor of Arts - Legal Studies
University of Alaska Anchorage
Anchorage, AK07.2022
Bachelor of Arts - Accounting And Finance
Banking University of Hochiminh City
HoChiMinh, District 106.2009
Skills
- Collaboration
- Strong Work Ethic
- Time Management
- Critical Thinking
- Microsoft Office
- Tax applications: Gosystems, Onesource, Sureprep
Certification
Applicant for North Carolina CPA License.
Passed CFA level 2 Exam.
Personal Information
Title: Tax Accountant
References
Chad D. Estes, CPA, Tax Practice Leader, BDO Anchorage Office, Phone: 907-770-2283; Email: cestes@bdo.com
Tammera Lehman, Senior Auditor, BDO Anchorage Office, Phone: 907-440-4442
Jerelyn Gillespie, Business owner of Alaska Fur Exchange, Phone: 907-230-4926
Timeline
Tax Associate
BDO USA, LLP
01.2022 - 10.2023
General Manager
ALASKAN CREATIONS
09.2014 - 12.2018
Investment Officer
KIM LONG CORPORATION
08.2009 - 07.2014
Bachelor of Arts - Legal Studies
University of Alaska Anchorage
Bachelor of Arts - Accounting And Finance
Banking University of Hochiminh City
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