Dedicated, hardworking, and committed to becoming a dependable and valuable team member.
Bringing forth a motivated attitude and a variety of powerful skills.
Analyze, study, and process complex data, statistics, finances, and reports.
A high-energy individual, with the ability to multitask and work well under pressure.
Overview
1
1
year of professional experience
Work History
Accounting Intern
Taxpanda
01.2024 - 04.2024
Engage with clients to collect information and address inquiries regarding their individual tax returns. (SSN, address, marital status, passport, etc.)
Review and verify personal financial documents such as W-2s, 1099s, and investment records. Help with tax calculations, including income, deductions, credits, and estimated tax payments.
Prepared straightforward individuals tax returns and explained expected refund or income tax liability and due date for payment.
Assist with tax planning strategies to minimize individual tax liabilities.
Tax Accounting Intern
Nyitax Inc.
07.2023 - 01.2024
Prepare client monthly journal entries into general ledger system
Processing of weekly/bi-weekly/monthly payroll and reports as required by clients
Client year-end tax returns reconcile balance sheet figures and seek help to minimize errors
Prepared straightforward tax returns and explained expected refund or income tax liability and due date for payment (Payroll Tax, Sales Tax, WT & UI Tax).
Utilized tax software (Quickbooks Desktop) to prepare returns and meet deadlines.
Clients are helped to prepare/submit relevant payroll and relevant payroll tax (if required) from 1 to 15th. sales tax must be submitted by 20th (except for NY state). Quarterly 941/WT/UI taxes and sales taxes are filed for most of NY clients.
Accounting Internship
Classover
07.2023 - 10.2023
Sorted and organized files, spreadsheets, and reports.
Maintained database systems to track and analyze operational data.
Collected, arranged, and input information into database system.
Reduced errors in accounting and financial reporting by modifying current processes.
Drafted and uploaded concise journal entries into accounting software systems.
Education
Bachelor of Accounting -
Brooklyn College, City University of New York
Brooklyn
05.2022
Activities
Computer: Microsoft Word, Excel, PowerPoint, Quickbooks (Basic)
Language: English, Chinese (Mandarin and Cantonese)