QUALIFICATIONS SUMMARY

5-year public accounting experiences

Supervise two junior accountants
In-depth knowledge and experience applying GAAP, GAAS and tax law
In-depth knowledge of both corporation and individual tax returns, remain up to
date with the new legislative requirement and tax regulations
Continuous and comprehensive higher education and training in taxation, financi
al accounting, economics and finance
Detail-oriented and exceptionally well organized
Confident and poised in interactions with individuals at all levels
Highly-responsible and committed to superior client services
Strong work ethics and willingness to work hard to achieve employer objectives
EDUCATION & CERTIFICATIONS
05/2010 Completed all parts of the CPA exams and submitted license application
07/2007 Award in Accounting Program, UCLA Extension, Los Angeles, CA
08/2005 M.A. in Economics, University of Missouri - Columbia, Columbia, MO
06/2005 Passed CFA level I exams
07/1999 B.S. in Business Administration, Capital Univ. of Economics and Business
, China
EXPERIENCE
09/2005 - present Robert Chang Accountancy Corporation, Anaheim, California
Senior Accountant (taxation, financial accounting and auditing)
Taxation
Prepare and review tax returns for C-Corp., S-Corp., Partnerships, LLC, private
foundations and trusts
Prepare and review individual income tax returns including nonresidents and mul
ti-state clients
Conduct detailed review identifying book to tax differences
Prepare and review multi-state income tax returns, including apportionment fact
or calculation
Prepare income tax provisions in accordance with FAS 109
Prepare and review foreign affiliates information returns Form 5471 & 5472
Prepare and review tax returns for business entities subject to UNICAP rules
Prepare income tax projections and calculate estimated taxes for business entit
ies and individuals
Research and correspondence with tax authorities, clients and managers
Extensive telephone contact or face-to-face interaction with clients and their
outside advisors to obtain information and provide advice
Provide consultation on the tax impact on a variety of business issues such as
sale of business, like-kind exchanges, installment sales, stock purchase or tran
sfer, incorporation, dissolution, business entity selection, and etc.
Prepare transactional analyses and documentation for tax reporting and audit de
fense
Technical research on specific tax matters and involvement in the research on c
urrent and proposed tax law changes and tax accounting changes
Financial Accounting
Prepare cash or accrual basis financial statements, including prepare general l
edgers and journal entries
Perform month-end and year-end procedures and reconcile significant accounts, s
uch as payroll, payroll tax, gross sales, accrued accounts payable, and etc.
Analyze bank deposits and gross income to investigate any discrepancies or unus
ual transactions
Review client-prepared financial statements, reconcile the general ledger accou
nts and prepare the adjusting entries
Perform financial analysis including ratio analysis and variation analysis to i
dentify any material fluctuations or unexpected trends per clients requests
Interpret financial analysis ratios and explain variation in the financial stat
ements to the clients
Prepare and review routine monthly, quarterly or annual reporting requirements
such as payroll, sales & use tax, property tax, occupancy tax, and etc.
Auditing
Perform audit, review and compilation engagements in accordance with GAAS and S
SARS
Perform a variety of audit procedures to transactions and balances that address
the relevant assertions
Prepare working paper documenting the work performed, including explanations an
d comments on the work performed and findings
Prepare full/limited disclosure financial statements in accordance with GAAP
05/2005 - 09/2005 Online Funding, LLC, Los Angeles, California
Financial Analyst (temp.)
Review the companys financial statements and adjust for financial analysis purp
ose
Conduct technical research to determine the appropriate variables for modeling
Perform asset valuation by applying appropriate financial models
Constructed financial valuation models to determine the fair market value and p
roject the future cash flows
09/1999 - 04/2002 Baker & McKenzie LLP, Beijing Brach, Beijing, China
Research Associate
Conduct research on specific issues for clients in diversified industries, incl
uding energy, airline, auto manufacture, health care products, real estate inves
tment, banking, and etc.
Prepare and organize written memos to support the research and conclusions rega
rding the legislative and taxation issues
Communicate via email or phone with colleagues in other branch offices across t
he globe to obtain information and provide services for multi-national clients
COMPUTER SKILLS
QuickBooks, Lacerte, MS Office Suite (Word/Excel/PowerPoint/Outlook/Access),
CFS Software, ADP software
References provided upon request.