Detail-oriented and highly motivated accounting professional with hands-on experience in tax preparation and nonprofit finance. Strong analytical skills, high academic performance (GPA 3.8), and bilingual in English and Mandarin.
Overview
4
4
years of professional experience
Work History
Tax Intern
Sorren
01.2025 - Current
Prepare individual and business tax returns (Forms 1040, 1120S, 1065) using CCH Axcess, SurePrep, and Engagement, ensuring federal and state compliance.
Review client documentation, identify missing information, and develop trial balances to ensure accurate tax preparation.
Participate in joint client meetings, supporting tax planning discussions and documenting key information.
Formerly KDP
Principal Assistant / Treasurer / Board Member
Boise Modern Chinese School
04.2022 - Current
Manage financial records, account reconciliations, payroll support, and 1099-NEC filings.
Support budgeting, expense tracking, and financial reporting for board review.
Ensure compliance with nonprofit financial policies and IRS tax-exempt regulations; communicate financial results to stakeholders.