XINSUI HE
Daly City,CA
Summary
Accomplished Staff Tax Accountant from Tang & Lee, LLP, adept in Lacerte and possessing exceptional research capabilities. Excelled in preparing complex tax returns, minimizing liabilities for clients through strategic tax planning. Demonstrated proficiency in corporate tax filings and effective communication, ensuring compliance and client satisfaction.
Overview
3
3
years of professional experience
Work History
Staff Tax Accountant
Tang & Lee, LLP
09.2021 - Current
- Prepare work papers and income tax returns for S-corporations, corporations, partnerships, non-profit organization and individuals; amended tax return if necessary.
- Prepare foreign forms including FBAR 114, Form 8938, 5471, 8992, 2555, and foreign tax credit 1116.
- Prepare trial balance including making AJEs and TJEs for applicable financial reporting to ensure accurate completion of tax returns.
- Prepare tax return for gift tax, estate tax, and trust.
- Correspond to tax notices from Federal and State tax authorities.
- Research Federal and State tax issues and assist in the development of effective tax strategies to minimize tax liabilities for clients.
Education
Bachelor of Science - Accounting
San Francisco State University
San Francisco, CA12.2019
Skills
- QuickBooks proficiency
- Bank Reconciliation
- Journal entry preparation
- Corporate tax filings
- Federal and state tax returns
- Research and documentation
Languages
Chinese (Cantonese)
Native or Bilingual
Chinese (Mandarin)
Full Professional
English
Professional Working
Software
Microsoft Office
Timeline
Staff Tax Accountant
Tang & Lee, LLP
09.2021 - Current
Bachelor of Science - Accounting
San Francisco State University
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