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, VA2016
Bachelor of Science - Accountancy
University of West Florida
Pensacola, FL2014
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
- Certified Public Accountant (CPA) - 2018
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