Yi Zheng
Overview
1
1
year of professional experience
1
1
Certification
Work History
Tax Associate
ZX Accounting Services, LLC
Brooklyn, USA
10.2024 - 10.2025
- Independently prepared and filed 300+ Form 1040 individual tax returns during the 2025 tax season, ensuring compliance with federal and state tax regulations under tight deadlines
- Prepared Form 1065 and 1120 business returns by building supporting work papers, reconciling trial balances, and assisting with director review
- Assisted business clients in deducting state sales tax and FICA tax while maintaining timely and accurate SALT (State and Local Tax) compliance across multiple jurisdictions
- Created customized profit and loss statements in QuickBooks based on client-provided data to support accurate tax filings and financial insights
- Processed payroll using CFS Payroll System, managing wage calculations, tax withholdings, and state/federal filings for small business clients
- Supported basic tax provision tasks by helping reconcile book and tax income and organizing working papers related to temporary differences for year-end reporting
Education
Master of Science - Business Analytics
CUNY Baruch College, Zicklin School of Business
New York, NY06.2027
Master of Science - Accounting
New York University, Stern School of Business
New York, NY05.2024
Bachelor of Science - Managerial Economics, Accounting
University of California, Davis
Davis, CA06.2023
Certification
CPA (In Progress)
Timeline
Tax Associate
ZX Accounting Services, LLC
10.2024 - 10.2025
Master of Science - Business Analytics
CUNY Baruch College, Zicklin School of Business
Master of Science - Accounting
New York University, Stern School of Business
Bachelor of Science - Managerial Economics, Accounting
University of California, Davis