Sharon D. Kwong
Summary
Expert financial analyst with 4+ years of experience in tax and payroll applications within higher education. Specializes in 1042 reportable transactions and collaboration across departments to enhance regulatory adherence. Skilled in using analytical abilities to navigate complex tax environments, and support organizational success.
Overview
9
9
years of professional experience
Work History
Staff Tax Accountant
DePaul University
Chicago, IL
07.2022 - Current
- Taxability analysis of scholarships and tuition waiver benefit and administration of taxation through effective collaboration with Student Accounts, HR Benefits, and Payroll.
- Review and respond to employee tax withholding inquires, focusing on international student needs.
- Review tax data for year-end reporting of tax treaty recipients.
- Train new payroll staff on international worker procedures, acting as main resource to departments and the international workforce.
- Payroll tax administration and reconciliation
- Complete work papers for 990 and 990-T preparation, ensuring accurate and timely submissions.
- File quarterly sales tax returns, and various other returns. Process related tax payments.
- Calculation and execution of tax balance adjustments.
- Respond to tax authorities and IRS notifications to discuss tax matters.
- Remain up-to-date with state and foreign tax issues, and current tax laws.
Payroll Specialist
DePaul University
Chicago , IL
08.2016 - 06.2022
- Analyzed tax residency and treaty eligibility for international workforce, maintaining regulatory documentation.
- Evaluated FICA status for students and international staff, ensuring the proper application of exemptions.
- Responded to employee inquiries regarding wage and tax data discrepancies for W-2 and 1042-S.
- Reviewed state tax jurisdiction issues, focusing on multi-state compliance requirements.
- Assessed the taxation of the tuition waiver benefit, and effectively communicated the tax impact to employees.
- Performed manual calculations for retroactive pay adjustments or special payments as required.
Education
Presentation - International Student Tax Workshop
Trinity International University
Deerfield, ILMaster of Science - Taxation
DePaul University
Chicago, ILBachelor of Arts - Finance with Minor in Mathematics
Lake Forest College
Lake Forest, ILSkills
- Tax residency evaluation
- Tax treaty expertise
- Withholding analysis
- Year-end tax reporting
- Inter-departmental collaboration
- International Tax Navigator (Windstar) software
- Advanced Excel
- Problem resolution
Timeline
Staff Tax Accountant
DePaul University
07.2022 - Current
Payroll Specialist
DePaul University
08.2016 - 06.2022
Presentation - International Student Tax Workshop
Trinity International University
Master of Science - Taxation
DePaul University
Bachelor of Arts - Finance with Minor in Mathematics
Lake Forest College
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