Ziwei Zhao
Irvine,CA
Summary
Ambitious individual with hands-on training in fast-paced tax services office. Highly proficient in preparing federal, state and local tax returns and conducting tax planning and research. Well-versed in tax regulations and accounting pronouncements. Excited to launch career as professional.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Tax preparer
H&R block
West orange county, CA
11.2025 - Current
- Prepared and filed individual and small business tax returns (Forms 1040, Schedule A/B/C, 1099, limited 1065)
- Assisted international clients with nonresident tax filings (Form 1040-NR) and applied relevant U.S. tax treaty provisions
- Advised clients on tax planning strategies, optimizing deductions and credits based on financial situations
- Identified and applied eligible tax credits and deductions, maximizing client refunds and ensuring IRS compliance
- Communicated tax positions and filing outcomes clearly, enhancing client understanding and overall satisfaction
- Built strong client relationships, leading to increased repeat business and positive client feedback
- Collaborated with team members to resolve complex tax scenarios and ensure accuracy in filings
Brand Valuation Analyst (Volunteer)
International Economic Justice League (IEJL)
Newport Beach, CA
01.2025 - Current
- Conducted detailed analyses of brand valuations, informing strategic decisions for targeted companies.
- Developed quantitative models quantifying value of ethical practices on brand equity, supporting enhanced stakeholder alignment.
- Provided insights that influenced businesses in adopting ethical strategies, aligning with IEJL’s mission.
- Assess financial and reputational impacts of aligning with IEJL’s mission.
- Collaborate with cross-functional teams to integrate data-driven methodologies into branding strategies.
Intern
Beijing Changsong Zhiyuan Management Consulting Co., Ltd.
06.2024 - 08.2024
- Measured client performance using Balanced Scorecard framework, providing insights for performance improvement.
- Analyzed client product portfolios using Boston Matrix to identify core and problem products, informing strategic decisions.
- Applied Analytic Hierarchy Process (AHP) to prioritize key factors influencing client performance, enhancing decision-making.
- Optimized core business processes to enhance operational efficiency.
- Conducted PESTEL analysis to assess the macro business environment.
- Designed innovative business models based on client needs and market trends.
Intern
Goldman Sachs
07.2021 - 08.2021
- Analyzed Microsoft's financial statements to assess asset-liability structure, profit trends, and cash flow for strategic decision-making.
- Evaluated Microsoft's market position to identify competitive advantages and potential threats using Porter's Five Forces and industry data.
- Conducted big data analysis on user behavior to inform product optimization.
- Forecasted investment returns using CAPM while monitoring macroeconomic trends to inform business strategy and risk management.
Education
Bachelor of Economics - Finance
Xi’an Jiaotong - Liverpool University, China
China07-2022
Master of Applied Economics - Economics and Econometrics
University of Southern California
12-2024
Skills
- Tax Preparation
- Tax Software
- Tax Strategy
- Financial Analysis
- Microsoft Excel
- Data Entry
Certification
- Enrolled Agent (EA), IRS Certified Tax Professional
- PTIN, IRS Registered Tax Preparer
- CTEC, California Tax Education Council
Languages
English
Professional
Chinese (Mandarin)
Native/ Bilingual
Timeline
Tax preparer
H&R block
11.2025 - Current
Brand Valuation Analyst (Volunteer)
International Economic Justice League (IEJL)
01.2025 - Current
Intern
Beijing Changsong Zhiyuan Management Consulting Co., Ltd.
06.2024 - 08.2024
Intern
Goldman Sachs
07.2021 - 08.2021
Bachelor of Economics - Finance
Xi’an Jiaotong - Liverpool University, China
Master of Applied Economics - Economics and Econometrics
University of Southern California