Summary
Overview
Work History
Education
Skills
Certification
Timeline
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YUTING Chen, CPA

Henrico,VA

Summary

Highly analytical, deadline-driven Certified Public Accountant with 5 years of experience in developing and implementing tax planning strategies for a diverse portfolio of clients. Strong expertise in multi-state and corporation tax.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Tax Supervisor

Keiter CPAs
01.2019 - Current
  • Prepared and reviewed individual, corporate, and partnership tax returns.
  • Provided expert advice on federal, state, and local tax laws to help clients make informed business decisions.
  • Improved tax compliance by thoroughly reviewing and analyzing financial records and transactions.
  • Enhanced client satisfaction with timely, accurate tax preparations and clear communication regarding their financial situations.
  • Managed a team of junior tax professionals to ensure consistent quality work in all assigned projects.

Risk Management Senior Accountant

Virginia Department of the Treasury
12.2016 - 12.2018
  • Posted and maintained the receipt of payment to accounts receivable system and general accounting system promptly and accurately. Contacted state agencies and localities promptly for past due payments.
  • Processed claim, settlement, and program payments in general accounting system while reviewed the accuracy and reasonableness of the coding information in claim system.
  • Prepared monthly reconciliations of deferred revenue, revenue and payments. Prepared quarterly AR reconciliations with data from internal logs and automated systems for all 17 Risk projects.
  • Prepared supporting schedules, documentation, and MD&A that flow into financial statements related to Risk Management.

Staff Accountant

Chris D Kelly, CPA
05.2013 - 05.2014
  • Performed general accounting functions, including preparation of journal entries, account analysis and monthly bank reconciliations.
  • Reconstructed accounting records from clients' checks and cash receipts.
  • Assisted in analyzing and computing more than 10BP claims to maximize clients' business loss up to $100,000 to be reimbursed from BP oil spill in 2010.

Education

Master of Science - Accountancy

Virginia Commonwealth University
Richmond, VA
2016

Bachelor of Science - Accountancy

University of West Florida
Pensacola, FL
2014

Skills

  • Superior attention to detail
  • Financial analysis and data interpretation
  • Tax planning and strategy development
  • Tax return preparation and review
  • Tax provision preparation and review
  • Multi-state and hedge fund tax expertise

Certification

  • Certified Public Accountant (CPA) - 2018

Timeline

Tax Supervisor

Keiter CPAs
01.2019 - Current

Risk Management Senior Accountant

Virginia Department of the Treasury
12.2016 - 12.2018

Staff Accountant

Chris D Kelly, CPA
05.2013 - 05.2014

Master of Science - Accountancy

Virginia Commonwealth University

Bachelor of Science - Accountancy

University of West Florida

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YUTING Chen, CPA