Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
Generic

Vinh T. Van

Kent,WA

Summary

Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Senior Tax Analyst

PricewaterhouseCoopers LLP
01.2023 - Current
  • Prepare R&D tax credit forecasting models using advanced Excel functions such as lookup, PivotTable, conditional formatting, and nested conditional functions to determine potential tax liability offsets for clients.
  • Identify and lead potential areas for business growth through data analysis, resulting in 10% revenue growth.
  • Manage and improve various engagement processes, resulting in 15% additional margin on $400,000+ revenue engagements.
  • Conduct interviews with Subject Matter Experts (SME) across multiple disciplines, expertise, and levels within the organization to gather information and documentation to support the R&D tax credit.
  • Communicate forecasting and actual credit results, applicable policies, laws, and regulations, as well as future recommendations to clients’ external stakeholders and senior members.
  • Supervise and provide guidance to 5+ associates with various levels of experience.
  • Develop and maintain engagement budgets to accurately forecast weekly hours for staff, and keep track of labor costs to determine engagement metrics such as gain/loss, margin, and staff utilization.
  • Utilize SQL to extract relevant information from clients’ databases.
  • Utilize Alteryx to automate frequently-performed tasks and process large sets of data.

Winter Tax Intern

KBF CPA LLC
01.2021 - 05.2021
  • Prepared 1120s, 1065s, and 1040s tax returns for corporations, partnerships, and high net-worth individuals.
  • Researched tax law changes and communicated findings to senior team members to support clients’ tax planning.

Corporate Taxation Intern

Liberty Mutual Insurance
06.2020 - 08.2020
  • Improved processes efficiency using Excel functions such as XLOOKUP and PivotTables.
  • Researched and analyzed tax and policy implications from CARES act, and communicated findings to senior team members for decision making.
  • Assisted with the department's monthly processes such as cash flow, book close, and reconciliation.

VITA Tax Site Manager

United Way of King County
11.2019 - 06.2020
  • Managed Seattle Public Library tax site’s internal and external operations, including volunteers and inventory oversight, client intake, tax returns preparation, and tax returns quality review.
  • Delegated daily tasks and allocated clients to 50+ volunteers to ensure smooth operation.
  • Familiarized with impacts of CARES act on individual tax and explained changes to volunteers.
  • Supported clients through IRS audits and information requests.

Education

Bachelor of Arts - Business Administration, Specialized in Accounting

University of Washington, Michael G. Foster School of Business

Skills

  • Effective communication
  • Experienced with complex Excel formulas and data analysis tools
  • Workflow optimization
  • Interpretation of tax regulations

Accomplishments

  • Achieved 10% increased in revenue by leading team through strategic initiative, driven by data analysis
  • Supervised team of 5 staff members.
  • Awarded tier 1 ranking (reserved for top 10% of employees nationally) two years in a row for significant business impacts

Certification

Certified Public Accountant - License Number 55391 - Febuary 2024 to June 2027

Languages

Vietnamese
Full Professional
English
Full Professional

Timeline

Senior Tax Analyst

PricewaterhouseCoopers LLP
01.2023 - Current

Winter Tax Intern

KBF CPA LLC
01.2021 - 05.2021

Corporate Taxation Intern

Liberty Mutual Insurance
06.2020 - 08.2020

VITA Tax Site Manager

United Way of King County
11.2019 - 06.2020

Bachelor of Arts - Business Administration, Specialized in Accounting

University of Washington, Michael G. Foster School of Business