YEN-PING LEE
Katy,Texas
Summary
Detail-oriented Tax Accounting Specialist with expertise in tax laws and compliance across various reporting entities. Demonstrates ability to manage complex assignments efficiently within deadlines and budgets. Skilled in utilizing tax and accounting systems, Microsoft Office, and tax research databases to deliver accurate financial reporting.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Senior Tax Accountant
Nommensen, Williams, Sticker & Doyle, PC
07.2024 - Current
- Prepare complex tax returns, like partnership return with special allocations, trust and multi-state returns.
- Research complex federal or state tax issues during tax return preparation
- Coordinate with IRS and state auditors during tax examinations.
- Assist with clients with tax compliance matter including estimated payments, extensions, notices and tax authority correspondence.
- Coordinate with accounting teams to ensure complete and accurate financial information for tax compliance.
- Support tax manager and partners with tax planning projects and special engagements.
Senior Tax Associate
Whitley Penn (formerly Werlein & Harris, PC)
01.2008 - 06.2024
- Prepared and reviewed federal and state income tax returns in accordance with applicable tax laws.
- Prepared written responses or tax return amendments to resolve state and federal notices.
- Researched and analyzed specialized tax laws and regulations, evaluating client and industry specifics to maintain up-to-date knowledge on tax legislation.
- Developed comprehensive tax plans and projections to align client strategies with financial objectives.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Developed in-depth knowledge of client business and industry through direct interaction while working on various aspects of engagement.
- Researched complex tax issues utilizing online resources and professional tax software.
- Identified impactful regulations and incorporated changes to comply with new requirements.
Senior Tax Accountant
McConnell, Jones, Lanier & Murphy LLP
08.2005 - 12.2007
- Prepared federal income tax return for individuals, small businesses, corporation, partnership, fiduciary, exempt organization, and estate & gift.
- Compiled monthly balance sheet and profit & loss statement for management review.
- Created state franchise report to fulfill regulatory requirements.
- Performed tax planning and other tax services.
- Compiled financial statements for business, individual, and exempt organization.
- Prepared federal income tax return for individuals, small businesses, corporations, partnerships, fiduciaries, exempt organizations, and estate & gift.
- Conducted monthly write-up service for timely financial reporting and analysis.
- Created comprehensive balance sheet and profit & loss statement for exclusive management use.
- Conducted tax planning and provided tailored tax services to optimize client tax positions.
- Monitored current income tax developments and advised clients on necessary adjustments.
- Compiled accurate financial statements for businesses, individuals, and exempt organizations.
Tax Accountant
Lit Mo Mok, P.C
09.1998 - 08.2005
- Prepared federal and state income tax returns for individuals, businesses, trusts, estates and non-profits.
- Prepared quarterly/yearly payroll reports and forms; Corresponded with IRS with all tax matters.
- Compiled consolidated financial statements to ensure accuracy and compliance.
- Met with clients to discuss and analyze financial information and analyze current financial status to suggest best options for financial stability.
- Performed journal entries (bookkeeping records), bank reconciliation, general journal and adjusting entries.
- Trained clients on QuickBooks to simplify tax management and enhance understanding.
- Supervised and managed internal training program.
Education
Bachelor of Business Administration - Accounting
University of Houston - Downtown
CPA Exam Candidate -
University of Houston - Downtown
Skills
- Income taxation
- Estate & Gift Taxation
- Partnership and Trust Taxation
- Tax expertise
- Tax Consulting
- Tax Risk Management
- Tax Strategy Development
- Financial analysis
- Financial Projections
- Financial Information Systems
- Compliance Software: QuickBooks
- Peachtree
- MYOB
- ProSystem fx Tax
- ProSystem fx Engagement
- ProSystem fx Tax Planning
- Easy ACCT
- ProSeries
- CCH Axcess
- Gosystem
- UltraTax CS
- Engagement Manager
- Excel
- Microsoft Word
- PowerPoint
- Research
- Critical thinking
Certification
- Intermediate Accounting I & II
- Cost Accounting
- Advanced Accounting
- Governmental Accounting
- IRS Annual Filing Season Program
Timeline
Senior Tax Accountant
Nommensen, Williams, Sticker & Doyle, PC
07.2024 - Current
Senior Tax Associate
Whitley Penn (formerly Werlein & Harris, PC)
01.2008 - 06.2024
Senior Tax Accountant
McConnell, Jones, Lanier & Murphy LLP
08.2005 - 12.2007
Tax Accountant
Lit Mo Mok, P.C
09.1998 - 08.2005
Bachelor of Business Administration - Accounting
University of Houston - Downtown
CPA Exam Candidate -
University of Houston - Downtown