Tracy Nguyen
Cambridge,MA
Summary
Experienced Audit and Tax Professional | Expertise in Industrial Goods, Technology, Consumer Products, and Private Schools | Skilled in Risk Assessment, Client Management, and High-Value Asset Audits
Overview
2
2
years of professional experience
Work History
Assurance Senior Associate
RSM US LLP
Boston, MA
08.2024 - Current
- Conducted comprehensive audits for clients in industrial goods, technology, consumer products, and private schools, ensuring compliance with GAAP and IFRS standards.
- Executed risk assessments and developed audit plans to identify key financial and operational risks, enhancing audit efficiency and effectiveness.
- Led audit engagements for clients with billion-dollar assets, providing strategic insights and recommendations to improve financial controls and reporting accuracy.
- Managed client relationships through frequent travel and on-site engagements, fostering strong client rapport and trust.
Assurance Associate
RSM US LLP
Boston, MA
01.2023 - 08.2024
- Collaborated with cross-functional teams to address complex accounting issues and provide tailored solutions to clients.
- Conducted internal control reviews and provided recommendations for improvements, contributing to enhanced financial integrity and operational efficiency.
- Ensured timely completion of audits while maintaining high standards of quality and accuracy, consistently meeting or exceeding client expectations.
- Developed and presented audit findings and reports to senior management and audit committees, facilitating informed decision-making.
Tax Intern
Citrin Cooperman
Braintree, MA
08.2022 - 12.2023
- Assisted in the preparation and review of 1040 tax returns for high-income individuals, ensuring accuracy and compliance with federal and state tax regulations.
- Prepared pro forma tax returns for clients with complex tax backgrounds, projecting future tax liabilities and advising on potential tax implications.
- Supported the tax team in the development and implementation of internal processes to enhance workflow and client service delivery.
Assurance Intern
RSM US LLP
Boston, MA
06.2022 - 08.2022
- Supported senior auditors in the assessment of internal controls, identifying potential weaknesses and suggesting improvements.
- Prepared audit documentation and working papers in accordance with firm standards and regulatory requirements.
- Assisted in the preparation of audit reports and presentations for client management, summarizing key findings and recommendations.
Education
Bachelor of Science - Accounting
Bentley University
Waltham, MA05-2022
Timeline
Assurance Senior Associate
RSM US LLP
08.2024 - Current
Assurance Associate
RSM US LLP
01.2023 - 08.2024
Tax Intern
Citrin Cooperman
08.2022 - 12.2023
Assurance Intern
RSM US LLP
06.2022 - 08.2022
Bachelor of Science - Accounting
Bentley University
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