Ye Hua
Tax Associate
Charlotte,NC
Summary
Dynamic Tax Associate with RSM US LLP, skilled in tax preparation and financial reporting. Proven ability to enhance compliance processes using QuickBooks and Excel. Strong communicator, adept at resolving complex tax issues and maintaining client relationships. Committed to delivering accurate results and driving efficiency in tax planning.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Tax Associate
RSM US LLP
Charlotte, NC
10.2021 - 06.2022
- Prepared federal and multi-state tax returns for high-net-worth individuals and small businesses.
- Conducted tax research to resolve complex issues in collaboration with senior staff.
- Utilized tax software and Excel templates to enhance tax planning and compliance processes.
- Maintained strong client communication to gather documentation and clarify tax positions.
- Communicated with federal and state tax agencies to obtain best resolution for clients.
Accounts Payable Specialist
Jushi USA Fiberglass Co. LTD
Columbia, SC
08.2019 - 07.2020
- Investigated discrepancies between purchase orders, receiving documents, and vendor invoices.
- Assisted with employee timesheet processing and payroll entry in university systems.
- Assisted with employee timesheet processing and payroll entry in university systems.
- Provided administrative support and resolved payroll inquiries from staff.
- Maintained confidentiality and data integrity in all payroll records.
Tax Intern
J&Y Tax and Accounting Service
Charlotte, NC
01.2019 - 07.2019
- Managed bookkeeping and monthly reconciliation for small business clients using QuickBooks.
- Generated invoices, financial reports, and bank reconciliations for client accounts.
- Assisted in preparation of year-end tax documents and financial packages.
- Ensured accuracy in payroll reporting and 1099 filings.
- Conducted independent field audits and investigations of income tax returns to verify information provided.
Education
Master of Science - Accountancy
University of North Carolina Wilmington – Cameron School of Business
06.2021
Bachelor of Science - Accounting
University of North Carolina Charlotte – Belk College of Business
05.2019
Skills
- QuickBooks and TaxAct
- SAP and MAS 90
- MySQL and Alteryx
- Data analysis
- Tableau
- Tax research
Certification
CPA Exam - All Sections Passed
Timeline
Tax Associate
RSM US LLP
10.2021 - 06.2022
Accounts Payable Specialist
Jushi USA Fiberglass Co. LTD
08.2019 - 07.2020
Tax Intern
J&Y Tax and Accounting Service
01.2019 - 07.2019
Master of Science - Accountancy
University of North Carolina Wilmington – Cameron School of Business
Bachelor of Science - Accounting
University of North Carolina Charlotte – Belk College of Business
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