Volunteer Income Tax Assistance
The Volunteer Income Tax Assistance program is an initiative sponsored by the Internal Revenue Service. Founded in 1971 by Gary Iskowitz at California State University, Northridge. Parent organization: Internal Revenue Service
Volunteer Income Tax Assistance List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Volunteer Income Tax Assistance. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Volunteer Income Tax Assistance Salaries. You can even request information on how much does Volunteer Income Tax Assistance pay if you want to. Learn about salaries, pros and cons of working for Volunteer Income Tax Assistance directly from the past employees.
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401 Volunteer Income Tax Assistance employees in database. Find out everything there's to know about Volunteer Income Tax Assistance employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Volunteer Income Tax Assistance Employees
Red to Black January 2015 - Present
The Financial Advisory Group. Inc May 2015 - August 2015
Kappa Sigma Fraternity October 2014 - May 2015
Kappa Sigma Fraternity May 2014 - May 2015
Volunteer Income Tax Assistance February 2015 - April 2015
Skills
Customer Service, Leadership, Microsoft Excel, Financial Planning, PowerPoint, Public Speaking, Microsoft Office
Education
Champions School Of Real Estate 2014 — 2015
Real Estate
Texas Tech University 2010 — 2015
Financial Planning
UHY LLP November 2013 - Present
Becker Professional Education April 2013 - December 2013
Beta Alpha Psi December 2012 - December 2013
Hochschild, Bloom & Company LLP January 2012 - May 2012
UMSL Student Government Association January 2012 - April 2012
Lowe's Home Improvement February 2005 - August 2011
Merrill Lynch May 2010 - August 2010
Volunteer Income Tax Assistance January 2010 - May 2010
Skills
Accounting, Tax, Financial Analysis, Microsoft Excel, Budgets, Internal Controls, Financial Accounting, Report Writing, Committed to..., Financial Reporting, Auditing, Tax Preparation, Management, QuickBooks, Peachtree
Education
University of Missouri-Saint Louis 2011 — 2013
MAcc, Accounting
University of Missouri-Columbia 2007 — 2010
B.S., Personal Financial Planning
PwC June 2014 - Present
National Business Aviation Association May 2012 - June 2014
Cole & Associates February 2009 - June 2014
Volunteer Income Tax Assistance 2011 - 2012
National Business Aviation Association 2005 - 2012
GE Global Exchange Services 2000 - 2001
Skills
Event Management, Business Development, Eager to learn new..., Event Planning, Personal Budgeting, Personal Finance, Community Outreach, Microsoft Office, Leadership, Negotiation, Customer Service, Networking, Business Networking, Corporate Events, Trade Shows, Marketing, Meeting Planning, People Skills, Great Personality, Great communications..., Public Relations, Management, Social Media Marketing, Team Building, Fundraising, Program Management, Process Improvement, Policy, Budgets, Research, Training, Accounting, Change Management, Business Process, Business Planning, Team Leadership, Cross-functional Team..., Analysis, Project Planning, Strategic Planning, Contract Negotiation, Nonprofits, Access
Education
The Johns Hopkins University 2011 — 2013
MS, Finance
The Catholic University of America
BA, Business Management
United Capital Financial Advisers, LLC May 2014 - Present
Girard Securities June 2013 - Present
United Capital Financial Advisers, LLC May 2013 - May 2014
PPA Advisory Services, LLC May 2011 - May 2013
Aspire Clinic January 2011 - May 2011
Bank of America Merrill Lynch May 2010 - August 2010
Volunteer Income Tax Assistance January 2010 - April 2010
Education
The University of Georgia 2009 — 2011
B.S. Family and Consumer Sciences, Family Financial Planning
University of South Carolina-Aiken 2007 — 2009
Business Administration
Intuit June 2015 - Present
Intuit October 2014 - Present
Intuit July 2014 - October 2014
Truckee Sourdough Company July 2012 - July 2014
Cooper B-Line March 2011 - July 2012
Beta Alpha Psi, Zeta Iota September 2008 - May 2011
Volunteer Income Tax Assistance January 2009 - April 2011
Wild River Grille May 2008 - March 2011
Lowe's Home Improvement June 2006 - April 2008
Skills
Management, Salesforce.com, Sales, SaaS, Leadership, Customer Service, Analysis, Inventory Management, Inside Sales, Budgets, Pipeline Management, Access, Outlook, Supply Chain Management, Microsoft Office, SAP R/3, MBA, Fun Loving, Microsoft Outlook, Program Management, VITA Tax Prep Software, SAP, Microsoft Excel
Education
University of Nevada-Reno 2011 — 2012
Master of Business Administration (MBA), Economics and Finance, 3.27
University of Nevada-Reno 2005 — 2010
Bachelor's Degree, Accounting, 3.12
University of Nevada-Reno 2005 — 2010
Bachelor's Degree, Logistics, Materials, and Supply Chain Management, 3.12
Volunteer Income Tax Assistance February 2015 - Present
Truman State University Career Center August 2014 - Present
Truman State University International Student Affairs Office August 2014 - Present
Mueller Prost July 2015 - July 2015
JS Capital, Guangzhou, China July 2014 - August 2014
China Petroleum & Chemical Corporation (SINOPEC) May 2014 - July 2014
Delta Sigma Pi February 2014 - May 2014
Truman State University International Club 2013 - May 2014
International Student Affairs Office August 2013 - 2014
International Dinner 2013 and International Fashion Show 2013 2013 - 2013
Skills
Tax, Auditing, Financial Accounting, SAP ERP, Accounting, Leadership, Teamwork, Customer Service, Event Planning, Critical Thinking, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Bookkeeping, Financial Reporting, Financial Analysis, Problem Solving, Multitasking Skills, Minitab, Microsoft PowerPoint, Communication, Accounting information..., fundraising, Public Speaking, Intercultural Skills, Russian Literature, Multilingual
Education
Truman State University 2012 — 2016
Bachelor's Degree, Accounting, Russian, Senior
University of Bern, Switzerland
Economics and political science
EnergySavvy October 2014 - Present
CorVel Corporation April 2013 - October 2014
Volunteer Income Tax Assistance January 2012 - April 2012
Barry Crivello CPA 2012 - 2012
Righteous Clothing June 2007 - September 2010
Safeway July 2006 - August 2007
Skills
Tax Accounting, Finance, Accounting, Customer Service, Efficiency, Lacerte, Learning Quickly, Management, Team Leadership, Team Building, Financial Statements
Education
University of Oregon - Charles H. Lundquist College of Business 2010 — 2012
Bachelor of Science (B.S.), Accounting
Sicoli & Garry, PLLC May 2014 - February 2015
Law Offices of Ryan Garry, LLC October 2012 - April 2014
Ryan Garry, Attorney at Law, LLC January 2011 - October 2012
Self-Employed May 2005 - July 2012
Federal Defenders Office August 2011 - November 2011
Juvenile Justice Coalition of Minnesota September 2010 - August 2011
Minneapolis Park and Recreation Board June 2006 - August 2011
Caplan Law Firm June 2010 - August 2010
St. Olaf September 2006 - May 2009
Volunteer Income Tax Assistance March 2009 - April 2009
Skills
Research, Legal Research, Legal Writing, Editing, Microsoft Office, Westlaw, Teaching, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Criminal Law
Education
University of St. Thomas School of Law 2009 — 2012
J.D, 2012
St. Olaf College 2005 — 2009
B.A, Religion; Philosophy
National Czech & Slovak Museum & Library June 2015 - August 2015
Volunteer Income Tax Assistance January 2014 - April 2015
Ruihua CPA Firm December 2014 - January 2015
The University of Iowa August 2014 - December 2014
Skills
Accounting, Financial Accounting, Financial Analysis, Customer Service, Financial Reporting, Teamwork, Bookkeeping, Auditing, Cost Accounting, Corporate Finance, Leadership, Public Speaking, Microsoft Office
Education
University of Michigan - Stephen M. Ross School of Business 2015 — 2016
Master of Science, Accounting
University of Iowa 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance
U.S. Bank November 2014 - Present
Wells Fargo December 2011 - November 2014
LSBE Financial Markets Program - Bulldog Fund, LLC May 2010 - May 2011
Volunteer Income Tax Assistance January 2010 - April 2010
UMD Tutoring Center September 2009 - December 2009
Education
University of Minnesota-Duluth 2006 — 2011
Financial Markets Finance, Minor: Accounting
Universitat Autònoma de Barcelona 2008 — 2008
International Business/Finance
Tax Time Solutions, Inc. January 2015 - Present
Lansing Michigan Professional Networkers November 2013 - Present
St Johns Business & Tax Service March 2014 - April 2014
Volunteer Income Tax Assistance Program January 2014 - April 2014
Advance HR February 2013 - May 2013
Volunteer Income Tax Assistance February 2013 - April 2013
Hanflik Law Offices October 2011 - March 2013
Lansing School District October 2011 - March 2012
Western Michigan University January 2010 - May 2011
Zhang Financial September 2009 - May 2011
Skills
Financial Analysis, Auditing, Customer Service, Tax, Information Technology, Accounting, Microsoft Excel, Microsoft Word, Personal Income Tax..., Tax Returns, PowerPoint, PowerPoint development, Teamwork, Budgets, Leadership, Accounts Receivable, Financial Reporting, Accounts Payable, Payroll, Financial Statements, Tax Preparation, Managerial Finance, Finance, Financial Accounting, General Ledger, GAAP, Human Resources, Management, QuickBooks, Journal Entries, Income Tax, Microsoft Office
Education
Continuing Professional Education 2014 — 2015
Taxation
Continuing Professional Education 2013 — 2013
Taxation and Microsoft Excel
Western Michigan University - Haworth College of Business 2010 — 2011
MBA, Computer Information Systems
Western Michigan University - Haworth College of Business 2008 — 2009
MSA, Accountancy
Lansing Community College 2006 — 2008
Associate in Business, Accounting, CPA Exam Preparation
The College of Wooster 2001 — 2005
BA, Philosophy; Minor: History
Continuing Education
Taxation
University of South Alabama June 2011 - Present
University of South Alabama August 2014 - December 2014
Volunteer Income Tax Assistance 2013 - 2013
Mercy Medical December 2010 - February 2011
Skills
Organizational..., Team Leadership, High Level Of..., Microsoft Office, Leadership, Accounting, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Time Management, Outlook, Accounts Payable, Financial Analysis
Education
University of South Alabama 2011 — 2015
Bachelor of Applied Science (B.A.Sc.), Accounting, 3.16/4.0
Auburn High School 2005 — 2008
Advanced Diploma
Kaiser Permanente June 2015 - August 2015
McGladrey January 2015 - March 2015
University of California, Riverside September 2014 - December 2014
School of Business Administration/Bourns Consultancy Program January 2014 - December 2014
Volunteer Income Tax Assistance December 2013 - April 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Public Speaking, English, Windows, Time Management, Analysis, Outlook
Education
University of Southern California - Marshall School of Business 2015 — 2016
Master’s Degree, Accounting
University of California, Riverside 2011 — 2014
Bachelor's Degree, Business Administration, Accounting, Cumulative GPA 3.56, Major GPA 3.71
Accountingprose August 2015 - Present
Prior Lake Athletics for Youth May 2015 - July 2015
Pieper Whitaker & Bjork, LLC January 2015 - April 2015
LSBE Entrepreneurship Conference Planning Team October 2014 - December 2014
Entrepreneurship Club October 2014 - December 2014
University of Minnesota January 2014 - December 2014
Best Western Plus Spirirt Mountain Duluth July 2014 - September 2014
Volunteer Income Tax Assistance January 2014 - April 2014
Lawn Care Express December 2012 - January 2014
Skills
Accounting, Analytical Skills, Networking, Leadership, Research, Customer Service, Microsoft Office, English, PowerPoint, Microsoft Excel, Microsoft Word, Windows, Outlook, HTML, Communication, Public Speaking, QuickBooks, Teamwork, Time Management
Education
University of Minnesota-Duluth 2010 — 2014
Bachelor's Degree, Accounting, 5th Year Senior
Prior Lake High School
Zeiders Enterprises, Inc. November 2012 - Present
AFCPE® (Association for Financial Counseling and Planning Education®) July 2010 - Present
Joint Family Support Assistance Program November 2012 - August 2014
Association of the United States Army April 2012 - August 2014
USAG Livorno Army Community Service July 2010 - July 2011
USAG Livorno Army Community Service January 2010 - July 2010
Financial Industry Regulatory Authority June 2009 - July 2010
Volunteer Income Tax Assistance January 2004 - January 2007
Skills
Personal Finance, Personal Budgeting, Financial Education, Instructor-led Training, Briefing, Workshop Facilitation, Training Facilitation, Training, Team Building, Volunteering, Volunteer Management, Facilitators, Readiness, Retirement Planning, Coaching, Event Management, Staff Development, Nonprofits, Leadership Development, Employee Training, Army, Security Clearance, Military Experience, Command, Facilitation, Finance, Military Operations, Financial Planning, DoD, Tactics, Program Management
Education
University of Maryland University College
Bachelor of Arts (B.A.), Business Administration and Management, General
KPMG US January 2015 - Present
University of Missouri - St. Louis May 2013 - December 2014
RubinBrown LLP February 2014 - April 2014
Edward Jones January 2013 - April 2013
St. Louis Community College January 2011 - May 2011
St. Louis Community College August 2010 - May 2011
Volunteer Income Tax Assistance January 2011 - April 2011
Skills
Accounting, Auditing, Microsoft Word, PowerPoint, Financial Analysis, Peachtree, Microsoft Excel, Financial Accounting, Tax, Account Reconciliation, Accounts Payable, Spanish, Research, Microsoft Office, Financial Reporting, Taxware, American English, Nepali, Income Tax, Cost Accounting, Bookkeeping, Sales, ProSystem fx Tax, CCH ProSystem fx, GAAP, Teamwork, Financial Statements, Analytical Skills
Education
University of Missouri-Saint Louis 2013 — 2014
Master of Business Administration (M.B.A.), Accounting
University of Missouri-Saint Louis 2011 — 2012
Bachelor of Science, Accounting, 3.875
Merrill Lynch February 2014 - Present
Northwestern Mutual August 2013 - February 2014
The Alpine Shop June 2012 - April 2013
Volunteer Income Tax Assistance January 2012 - May 2012
Northwestern Mutual May 2011 - December 2011
Skills
Facebook, PowerPoint, Time Management, Sales, Social Media, Microsoft Office, Social Networking, Microsoft Excel, Microsoft Word, Public Speaking, Event Planning, Spanish, Social Media Marketing, Photoshop
Education
University of Missouri-Columbia 2009 — 2013
Bachelor of Science in Human Environmental Sciences, Personal Financial Management Services
PwC October 2012 - Present
Volunteer Income Tax Assistance January 2011 - Present
Beta Alpha August 2011 - May 2012
Fisher School of Accounting Council January 2010 - May 2012
TATU Sushi Restaurant January 2009 - October 2011
University of Florida's Ambassador May 2011 - September 2011
Skills
Budgets, Analysis, Tax, Tax Returns, Software Documentation, Banking, Corporate Tax, Accounting, GAAP, Interviews, Auditing, US GAAP, Tax Accounting, Financial Reporting, Internal Controls
Education
University of Florida 2011 — 2012
Masters, Accounting
University of Florida 2008 — 2011
Bachelor, Accounting
CliftonLarsonAllen September 2015 - Present
Mitchell & Titus, LLP July 2014 - August 2015
University of Maryland Eastern Shore February 2012 - December 2013
Deloitte June 2013 - August 2013
Volunteer Income Tax Assistance January 2013 - May 2013
Becker Professional Education September 2011 - May 2013
USDA May 2012 - August 2012
Caton & Blye, LLC January 2012 - May 2012
Skills
Accounting, Microsoft Excel, Microsoft Word, Bookkeeping, Department Budgeting, Team Leadership, Communication Skills, Teamwork, Account Reconciliation, Tax, Tax Returns, Financial Statements, Analysis, Budgets, Financial Accounting, Auditing, Finance, Journal Entries, Data Entry, Variance Analysis, Internal Controls, QuickBooks, CPA, US GAAP, Strategic Financial..., Spreadsheets, Accounts Payable, Financial Analysis, Access, Peachtree, Sarbanes-Oxley, GAAP, Management, General Ledger, Tax Preparation, Tax Accounting, Bank Reconciliation, Accounts Receivable, Sales Tax, SEC filings, Outlook, Tax Research, Financial Reporting, Income Tax, Fixed Assets, Cost Accounting, Corporate Tax, Cash Flow, Forensic Accounting, Great Plains Software
Education
University of Maryland Eastern Shore 2009 — 2013
Bachelor of Science, Accounting
Potter and LaMarca LLP January 2014 - Present
St. John's University September 2013 - May 2014
TD Ameritrade June 2010 - January 2014
Volunteer Income Tax Assistance January 2012 - April 2012
Skills
Financial Analysis, Financial Services, Accounting, Risk Management, Microsoft Excel, Access, Financial Advisory, Financial Reporting, Financial Modeling, Finance, Strategic Financial...
Education
Saint John's University - Peter J. Tobin College of Business 2013 — 2014
Master of Business Administration (M.B.A.), Accounting
Saint John's University - Peter J. Tobin College of Business 2009 — 2013
Bachelor's degree, Accounting
Monsignor Farrell High School 2005 — 2009
Regents Diploma
Tachibana Ochiai Professional Corporations InternTachibana Ochiai Professional CorporationJuly 2014 - September 2014
SLPT March 2014 - May 2014
Volunteer Income Tax Assistance 2009 - 2009
Truckee Meadows Community College 2007 - 2008
Skills
Excel, Microsoft Office, Word, PowerPoint, Research, Microsoft Excel, QuickBooks, Financial Reporting, Peachtree, SAP, FARS, Tax Wise, Cost Accounting, Bilingual, Japanese, Microsoft Word
Education
University of Nevada, Reno 2006 — 2012
Bachelor of Science (B.S.), Accounting
University of Nevada-Reno 2006 — 2010
Accounting, Business
University of Missouri Health Care June 2013 - December 2014
MU- Student Financial Aid Office April 2010 - May 2013
University of Missouri January 2010 - May 2013
Williams Keepers LLC January 2012 - April 2012
Volunteer Income Tax Assistance February 2011 - April 2011
Skills
ProSystem fx Tax, PeopleSoft, image now, Microsoft Excel, PowerPoint, Microsoft Word, Chinese, Scanners
Education
University of Missouri-Columbia 2010 — 2013
Master of Accountancy
University of Missouri-Columbia, College of Business 2010 — 2013
Master's degree, Accounting, 4.0
The University of Kansas 2008 — 2010
MyEyeDr. June 2015 - Present
MyEyeDr. November 2013 - Present
Freddie Mac July 2012 - October 2013
Paxton International January 2012 - June 2012
Volunteer Income Tax Assistance January 2010 - April 2011
U Street Parking January 2010 - January 2011
Skills
Quickbooks, PeopleSoft, Invoicing, Microsoft Office, Accounts Payable, Accounting, General Ledger, GAAP, Accruals, Variance Analysis, Financial Statements, Financial Reporting, Tax, Account Reconciliation, Microsoft Excel, Analysis, Bank Reconciliation, Customer Service
Education
University of Maryland University College 2014 — 2016
Master of Science (MS), Accounting and Finance
University of Maryland Eastern Shore 2007 — 2011
BS, Accounting
Cindy M. Smith CPA P.C. June 2014 - Present
Liberty Tax Service January 2014 - Present
Cindy M. Smith, CPA June 2013 - August 2013
Moonstruck Design January 2013 - May 2013
Volunteer Income Tax Assistance January 2012 - April 2013
Skills
Microsoft Excel, QuickBooks, Microsoft Office, Accounting, PowerPoint, Microsoft Word
Education
SUNY Fredonia 2011 — 2014
Public Accountancy, Finance
CBIZ MHM, LLC April 2014 - Present
CBIZ MHM, LLC January 2013 - April 2014
Global Garlic, Inc January 2007 - December 2012
Volunteer Income Tax Assistance February 2012 - April 2012
Skills
Accounting, Accounts Payable, Bank Reconciliation, GAAP, Financial Reporting, Invoicing, Payroll, Financial Accounting, Tax, Tax Preparation, Financial Statements, Accounts Receivable
Education
University of South Florida - College of Business Administration 2009 — 2013
Bachelor of Science (BS), Accounting
PwC August 2015 - Present
PwC January 2012 - August 2015
Tax Appeals Assistance Program January 2010 - December 2010
Volunteer Income Tax Assistance January 2010 - April 2010
San Diego County Public Defender May 2009 - November 2009
Skills
Tax, Legal Writing, Legal Research, Tax Law, Accounting, Transfer Pricing, Financial Analysis, Research, Microsoft Excel, Corporate Tax, Civil Litigation
Education
University of San Diego School of Law 2011 — 2011
LL.M, Tax
University of San Diego School of Law 2008 — 2011
J.D.
University of California, Los Angeles 2004 — 2006
B.A., Economics
PricewaterhouseCoopers October 2012 - Present
The Great American Food Chain April 2011 - May 2012
Volunteer Income Tax Assistance July 2010 - August 2010
ABC Foreign Language School September 2007 - August 2009
Skills
Quickbooks, Accounting, Excel, Lacerte, Piano
Education
The University of Texas at Dallas 2009 — 2011
Master's degree, Accounting
Wells Fargo August 2012 - Present
Toastmasters International July 2013 - June 2014
Wells Fargo March 2012 - April 2014
Toastmasters International August 2012 - June 2013
Wells Fargo July 2010 - August 2012
Wells Fargo (Accountemps) December 2009 - July 2010
Volunteer Income Tax Assistance January 2008 - March 2008
Skills
Accounting, Microsoft Office, Banking, Computers, Technology, Tax, Journal Entries, Management, Databases, Financial Analysis, Access, Risk Management, Financial Reporting, Microsoft SQL Server, MS Integration Services, Vizio, Microsoft Excel, Essbase
Education
University of St. Thomas 2012 — 2017
Masters, Business Administration
University of Minnesota Duluth 2003 — 2009
Bachelor, Accounting
Wapa Televisión December 2013 - Present
Edwards Lifesciences May 2013 - July 2013
Volunteer Income Tax Assistance February 2013 - April 2013
University of Puerto Rico, Mayaguez Campus- Library August 2007 - May 2010
Skills
Accounts Payable, Fixed Assets, Peachtree, Microsoft Office, Income Tax, JD Edwards, Bilingual-English/Spanis..., Deposits, Bank Reconciliation, Cash Receipts, Logs Reconciliation, CODA Financials
Education
University of Puerto Rico-Mayaguez
Bachelor of Business Administration (BBA), Accounting/Human Resources
Schechter Dokken Kanter January 2014 - Present
University Minnesota Duluth September 2009 - December 2013
Cargill May 2013 - August 2013
Volunteer Income Tax Assistance January 2013 - April 2013
Royal Window Cleaning, Inc January 2009 - September 2012
Held's Lawn Plymouth January 2004 - August 2012
Belt Line Hockey October 2005 - April 2008
Skills
Accounting, Financial Reporting, Microsoft Excel, Tax, Microsoft Office, Financial Analysis, Microsoft Word, QuickBooks, Financial Accounting, Accounts Payable, Teamwork, Finance, Project Management, Management
Education
University of Minnesota-Duluth 2009 — 2013
Accounting and Finance
Osseo Senior High 2006 — 2009
DiCicco, Gulman & Company February 2015 - Present
Grossman St Amour CPAs PLLC July 2012 - August 2014
Volunteer Income Tax Assistance May 2011 - May 2012
Skills
Tax, Problem Solving, Accounting, Microsoft Office, QuickBooks, CCH ProSystem fx, Financial Analysis, Payroll Taxes, CPA, Financial Accounting, GAAP
Education
University at Buffalo 2011 — 2012
M.S, Accounting with a concentration in Taxation, 3.67
University at Buffalo 2007 — 2011
B.S, Accounting, 3.55
Volunteer Income Tax Assistance February 2013 - Present
Capsim Business Simulation January 2012 - May 2012
Vans June 2011 - August 2011
Gunn High School August 2008 - June 2010
Skills
Excel, PowerPoint, Microsoft Word, InDesign, Tax Returns, Microsoft Excel
Education
USC 2012 — 2015
Bachelor of Science (B.S.), Accounting
Syracuse University 2011 — 2012
Bachelor of Science (B.S.), Accounting and Finance
Deloitte August 2015 - Present
Wei, Wei & Co., LLP June 2015 - August 2015
Washington University in St. Louis January 2015 - May 2015
Volunteer Income Tax Assistance February 2015 - April 2015
Center for the Creative Arts (CCArts) October 2014 - December 2014
Kraft Foods Group February 2014 - June 2014
BDO China June 2013 - August 2013
Skills
SAP ERP, Tax Returns, Microsoft Excel, Microsoft Office, Accounting, PowerPoint, Auditing, Financial Reporting, Financial Accounting, Leadership, Finance, Account Reconciliation
Education
Washington University in St. Louis 2014 — 2015
Master's degree, Accounting
University of Shanghai for Science and Technology 2010 — 2014
Bachelor of Arts (BA), English Language and Literature, General; Accounting, 3.89/4.00
The Hong Kong Polytechnic University 2013 — 2014
Exchange Semester with full scholarship;, English Language and Literature, General; Business Management
CRAWFORED DEVELOPMENT GROUP October 2014 - Present
VOLUNTEER INCOME TAX ASSISTANCE January 2014 - April 2014
Grant Thornton May 2013 - June 2013
Xiamen University Student Union September 2010 - July 2011
China Ping An Life Insurance Co., Ltd July 2010 - August 2010
Skills
Microsoft Office, Buildium Property..., Accounting, Auditing, GAAP, Tax, Taxwise Software
Education
Temple University - Fox School of Business and Management 2013 — 2014
Master of Accountancy, Accounting
XIAMEN UNIVERSITY, School of Economics 2008 — 2012
Bachelor of Economics, Public Finance
Deloitte August 2014 - Present
World Relief April 2014 - January 2015
Deloitte August 2013 - August 2014
GMG Consultants May 2013 - May 2013
Deloitte June 2012 - August 2012
Volunteer Income Tax Assistance February 2012 - April 2012
Yi & Company, CPA August 2011 - March 2012
ING March 2011 - June 2011
Skills
Mandarin, Microsoft Word, Microsoft Excel, Financial Analysis, Accounting, Business Analysis, Teamwork, Auditing, Management Consulting, Internal Controls, Event Planning
Education
University of California, Irvine 2009 — 2013
Bachelor of Arts (B.A.), Economics
E*TRADE Financial December 2013 - Present
Volunteer Income Tax Assistance January 2014 - April 2014
E*TRADE Financial May 2013 - December 2013
University of Georgia August 2011 - December 2012
Aspire Clinic June 2011 - December 2012
Abacus Planning Group June 2008 - August 2008
Freedom First Federal Credit Union March 2007 - March 2008
Skills
Finance, Strategic Financial..., Financial Services, Microsoft Excel, Personal Finance, Investments, Public Speaking, Financial Advisory, Insurance, Teaching, Customer Service, PowerPoint, Financial Analysis, Microsoft Word, Leadership, Tax Preparation, Tax, Time Management, Research, Budgets, Estate Planning, Financial Counseling, Credit Analysis, Highly Personable, Higher Education, Data Analysis, Student Affairs, Retirement, Comprehensive Planning, Debt Management, Statistics, Analysis, Financial Modeling, Personal Budgeting, Personal Tax Planning, Retirement Planning, Benefits Analysis, Communication Skills, Mentoring, Microsoft PowerPoint, SPSS, Financial Accounting, Community Outreach, Loans, Access, Nonprofits, Cash Flow, Personal Financial..., Series 7
Education
The University of Georgia 2010 — 2012
M.S., Housing and Consumer Economics - Major: Financial Planning
Virginia Polytechnic Institute and State University 2002 — 2008
B.S., Agriculture and Applied Economics - Major: Personal Financial Planning
Virginia Polytechnic Institute and State University - Pamplin College of Business 2002 — 2008
B.S., Management - Human Resources
Fox School of Business at Temple University August 2014 - May 2015
TEMPLE UNIVERSITY January 2012 - May 2015
KPMG US June 2014 - August 2014
KPMG US June 2013 - August 2013
Volunteer Income Tax Assistance January 2012 - April 2012
AKROSAMIC INVESTMENT LIMITED May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Human Resources, Accounting, Customer Service, Microsoft Word, Management, Access, Project Planning, Teamwork, Impressive technical..., French- Basic and..., Outlook, Recruiting, Data Analysis, Auditing, Financial Statements, Internal Controls, Public Speaking, Mentoring, Tutoring
Education
Temple University - Fox School of Business and Management 2011 — 2015
Bachelor’s Degree, Accounting and Finance, Summa Cum Laude
Vivian Fowler Memorial College for Girls 2004 — 2010
Southern Illinois University Edwardsville August 2014 - Present
BKD CPAs & Advisors January 2014 - April 2014
Students' Forum Institute May 2013 - August 2013
Volunteer Income Tax Assistance January 2013 - April 2013
Fazoli's Restaurant Management, LLC November 2009 - March 2013
Education
Southern Illinois University, Edwardsville 2014 — 2015
Master's Degree, Accountancy, Graduate Student
Southern Illinois University, Edwardsville 2010 — 2014
Bachelor's Degree, Accountancy
Deloitte September 2014 - Present
Deloitte September 2013 - September 2014
Roger CPA Review January 2012 - June 2013
Deloitte June 2012 - August 2012
Volunteer Income Tax Assistance January 2011 - March 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Teamwork, Research, Filing, Access, Spanish, Social Media, Public Speaking, Accounting, Financial Analysis, Financial Accounting, Financial Reporting, Data Analysis, Time Management
Education
University of California, Riverside 2009 — 2013
Bachelor of Science (BS), Business Administration (Accounting)
Volunteer Income Tax Assistance February 2012 - Present
University of Massachusetts Amherst December 2011 - Present
Korean Trade-Investment Promotion Agency June 2012 - August 2012
University of Massachusetts Amherst October 2010 - May 2012
Skills
Microsoft Applications, Korean, Russian, Japanese, Brazilian Portuguese, English, Accounting, Statistics, intermediat, Social Networking, Public Speaking, Mediation, Translation, Finance, Interpretation, Analysis, Languages, Music, Piano, Strategic Intelligence, Strategic Consulting, Interpersonal Leadership, Composition, Music Performance, Vocalist
Education
University of Massachusetts Amherst 2010 — 2014
Bachelor's Degree, Accounting
University of Massachusetts, Amherst 2010 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance
Deloitte Tax, LLP October 2013 - Present
The Leavitt Group July 2011 - September 2013
Volunteer Income Tax Assistance January 2012 - April 2012
Rainbow Sign and Design May 2011 - August 2011
Skills
Accounting, Financial Accounting, Financial Reporting, Microsoft Excel, Payroll, Financial Analysis, Accounts Receivable, Tax Preparation, Tax, Cash Flow, Internal Controls, Tax Accounting, Corporate Tax, Investments, Investment Management, GAAP, Auditing, SEC Filings, ASC 740 - Income Tax...
Education
Southern Utah University 2012 — 2013
MAcc
Southern Utah University 2010 — 2013
Bachelor of Science
J.A. Solari & Partners July 2014 - Present
Deloitte & Touche LLP January 2014 - April 2014
University of Nevada, Reno August 2012 - December 2013
Junior Achievement Sparks May 2013 - May 2013
Deloitte & Touche, LLP May 2013 - May 2013
Beta Alpha Psi at the University of Nevada, Reno May 2012 - May 2013
Volunteer Income Tax Assistance January 2011 - April 2013
IMA - The Association of Accountants and Financial Professionals in Business August 2011 - January 2013
Tahoe Donner Association August 2008 - April 2012
Claudia Tatum Enterprises, Piper's Patisserie November 2006 - May 2008
Skills
Accounting, Time Management, Financial Reporting, QuickBooks, Teamwork, Training, Spreadsheets, Customer Service, Nonprofits, Team Leadership, Inventory Management, Internal Controls, Real Estate, Tax Research, US GAAP, GAAP Research
Education
University of Nevada-Reno 2012 — 2013
Master of Accountancy, Accounting, 3.88
University of Warsaw, Poland 1998 — 2003
Master, Applied Social Sciences and Rehabilitation, Very Good/Very Good
KPMG US October 2014 - Present
KPMG US July 2013 - September 2014
Volunteer Income Tax Assistance January 2013 - June 2013
Frog Tutoring Baltimore January 2012 - August 2012
Skills
Partnership Taxation, Tax Preparation, Private Equity, Corporate Tax, Accounting, Income Tax, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Research
Education
Texas Christian University 2012 — 2013
Master of Accounting, Accounting, N/A
Texas Christian University 2008 — 2012
Undergraduate, Accounting and Finance, 3.7
MedImpact Healthcare Systems, Inc. December 2014 - Present
Sony Pictures Entertainment July 2013 - December 2014
Ernst & Young October 2012 - July 2013
Lionsgate June 2012 - August 2012
Kappa Kappa Psi June 2011 - June 2012
UCLA June 2010 - June 2012
Volunteer Income Tax Assistance October 2010 - April 2012
UCLA Anderson School of Management January 2011 - March 2012
Lionsgate January 2011 - June 2011
UCLA June 2010 - June 2011
Skills
Microsoft Excel, Accounting, Efficiency, Time Management, Organization, Microsoft Word, PowerPoint, Outlook, Training, Budgets, Finance, Management
Education
University of California, Los Angeles 2008 — 2012
Bachelor of Arts, Business Economics, Summa Cum Laude
University of Cambridge 2011 — 2011
Finance, Business, Linguistics
EY August 2015 - Present
ADP June 2014 - August 2014
EY January 2014 - March 2014
University of Kentucky Beta Alpha Psi August 2013 - December 2013
Volunteer Income Tax Assistance February 2013 - April 2013
Ashley Rountree and Associates May 2011 - August 2012
Ernst & Young June 2012 - June 2012
Jimmy Johns March 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Organization, Customer Service, QuickBooks, Outcome focused, Problem Solving, Discipline, High Achiever, Harmony, Public Speaking, Microsoft Office, Communication, Leadership, Teamwork, Event Planning, Time Management, Research, Social Media
Education
University of Kentucky 2014 — 2015
Master's of Accountancy
University of Kentucky 2010 — 2014
Bachelor of Science (B.S.), Accounting
Rochester Optical September 2013 - Present
Texas A&M University-Corpus Christi February 2013 - August 2013
Driscoll Children's Hospital October 2010 - August 2013
Student Finance Association September 2012 - May 2013
Texas A&M University-Corpus Christi January 2012 - May 2013
Volunteer Income Tax Assistance January 2012 - April 2013
Sodexo September 2011 - December 2011
Skills
Access, Excel, Word, Turbo Pascal, Turbo C, DOS, Mathematics, Microsoft Excel, Microsoft Word, Financial Analysis, Financial Modeling, Financial Reporting, Analysis, Research, Leadership, Data Analysis, Time Management, Statistics, PowerPoint, QuickBooks, Spanish, Microsoft Office, Accounting, Accounts Receivable
Education
Texas A&M University-Corpus Christi 2009 — 2013
BBA, Accounting / Finance, 3.82
Kuoni Destination Management USA July 2014 - Present
Kuoni Destination Management June 2011 - July 2014
AlliedTPro January 2011 - May 2011
Volunteer Income Tax Assistance January 2010 - April 2010
American Express 2010 - 2010
Skills
Accounts Payable, Financial Analysis, Financial Accounting, Payroll, Financial Reporting, GAAP, QuickBooks, Accounts Receivable, Microsoft Excel, Accounting
Education
St. John's University, The Peter J. Tobin College of Business 2006 — 2010
B.S., Accounting
BB&T December 2014 - Present
BB&T February 2011 - December 2014
H&R Block January 2011 - January 2012
Campus Life Marketing Committee August 2007 - May 2009
Volunteer Income Tax Assistance January 2007 - March 2009
PRESTAGE FOODS May 2007 - August 2007
RuffaloCODY February 2007 - April 2007
Skills
Communicaitons, Branch Banking, Community Service, Accounting, Auditing, Finance, Income Tax, Invoicing, Tax Returns, Financial Reporting, Financial Analysis, Tax Preparation
Education
University of North Carolina at Pembroke 2013 — 2015
Master of Business Administration (MBA), MBA
Winston-Salem State University 2005 — 2009
Bachelors, Accounting
Winston-Salem State University 2005 — 2009
BS, Bachelor of Science in Accounting
Bank of America June 2014 - Present
Bank of America June 2013 - June 2014
The Home Depot December 2011 - August 2012
Volunteer Income Tax Assistance December 2009 - April 2010
Kindred Healthcare, Corporate March 2009 - October 2009
Skills
SAP, Leadership, Project Management, Strategic Planning, Analytical Skills, Goal Oriented, Social Skills, Ariba, Inventory Management, Purchasing, Forecasting, Microsoft Excel, Customer Service, Microsoft Office, Cross-functional Team..., PowerPoint, Strategic Sourcing, Sales, Budgets, Process Improvement, Supply Chain Management, Supply Chain, Market Research, Management, Procurement, Supply Management
Education
Clark Atlanta University-MBA 2011 — 2013
Master of Business Administration, Logistics, Materials, and Supply Chain Management
University of Louisville 2006 — 2010
Bachelor of Science, Finance
PwC November 2013 - Present
Trinity University Student Managed Fund August 2012 - May 2013
Trinity University Psychology Department January 2012 - May 2013
M Service May 2012 - August 2012
Biology Department Trinity University January 2012 - May 2012
Volunteer Income Tax Assistance January 2011 - May 2011
Trinity University Student Programming Board September 2010 - May 2011
Trinity University International Club September 2009 - May 2011
International Program Office April 2010 - December 2010
Team Bone Marrow Drive September 2010 - November 2010
Education
Trinity University 2009 — 2013
Bachelor of Science, Business Administration; Finance Accumulative
Trinity University 2009 — 2013
Minor, Psychology
University of Massachusetts Boston 2013 — 2013
Codeacademy
SEO IIV 2012 — 2012
Le Hong Phong High School 2006 — 2009
Barclays Capital September 2011 - Present
Barclays Capital August 2010 - September 2011
Office of International Students & Scholars July 2008 - May 2010
Volunteer Income Tax Assistance January 2010 - April 2010
Lawlor Events Center July 2007 - January 2010
Pine Creek Enterprises July 2006 - December 2008
Skills
Financial Analysis, Microsoft Excel, PowerPoint, VBA, Access, Outlook, Data Analysis, Microsoft Office, Microsoft Word, Financial Reporting
Education
University of Nevada-Reno 2005 — 2010
BS, Accounting, Finance, Economic Policy
Aichi Prefectural Toyota Kita Senior High School 2002 — 2005
High School Diploma, Mathematics and Science
Asuke Junior High School 1999 — 2002
Junior High School Diploma, General Studies
shantabana Jewelry Co September 2014 - March 2015
Jinhua Antai Audit Firm Co., Ltd (China) August 2012 - July 2013
Volunteer Income Tax Assistance February 2013 - April 2013
Jianshe Group Real Estate Development, Co., Ltd(China) March 2012 - May 2012
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Accounting
Education
The University of Texas at Dallas 2013 — 2015
Master’s Degree, Accounting, 3.5/4.0
Summit Medical Group June 2014 - July 2015
Spartanburg Area Chamber of Commerce January 2015 - May 2015
Peer Tutoring Program February 2014 - May 2015
Wofford College Admissions Department September 2011 - May 2015
Volunteer Income Tax Assistance February 2014 - April 2015
Delta Delta Delta Gamma Psi Chapter January 2014 - January 2015
Wofford College August 2012 - May 2014
First Century Bank June 2013 - January 2014
Delta Delta Delta Gamma Psi Chapter January 2013 - January 2014
Fort Sanders Foundation June 2011 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Word, Social Media, Event Planning, Facebook, Customer Service, Teamwork, Time Management, Fundraising, Leadership, Organization, Highly responsible, Critical Thinking, Timely Decision Making
Education
The University of Texas at Austin 2015 — 2016
Master of Professional Accounting, Accounting
Wofford College 2011 — 2015
Bachelor of Arts (B.A.), Accounting and Economics
Christian Academy of Knoxville 2003 — 2011
Beta Alpha Psi May 2015 - Present
PwC June 2015 - August 2015
Northwestern Mutual June 2014 - August 2014
HighPoint Capital December 2013 - June 2014
Volunteer Income Tax Assistance October 2013 - April 2014
IBM Greater China & Asia Pacific/Japan June 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Research, Team Leadership, Tennis, Customer services, Github, C++, Python, Economics, Public Speaking, Management, Accounting, Event Planning, Customer Service, Microsoft Word, Social Media, Teamwork, Finance, Financial Analysis
Education
University of California at Los Angeles 2012 — 2016
Bachelor of Arts (BA), Business Economics, 3.8
University of California, Los Angeles
Cigna March 2015 - Present
Cigna September 2013 - March 2015
Deloitte October 2012 - September 2013
Deloitte May 2011 - August 2011
Volunteer Income Tax Assistance January 2011 - April 2011
Travelers May 2010 - July 2010
Skills
Tax, Insurance, Accounting, Tax Returns
Education
The University of Connecticut School of Business 2011 — 2013
Master's degree, Accounting
Western New England College 2007 — 2011
Bachelor of Science (B.S.), Accounting
Kendo Holdings, Inc. May 2015 - Present
National Education Association September 2014 - December 2014
Students in VITA (Volunteer Income Tax Assistance) May 2013 - June 2014
ASUCD Club Finance Council September 2013 - May 2014
UC Davis Department of Theatre and Dance August 2012 - June 2013
Students in VITA (Volunteer Income Tax Assistance) November 2012 - April 2013
Volunteer Income Tax Assistance November 2011 - April 2012
Skills
Leadership, Customer Service, Tax Preparation, Teamwork, Microsoft Excel, Tax Law, Training, Microsoft Office, PowerPoint, Microsoft Word, Coordination, Strategic Planning, Chinese, Organization Skills, PeopleSoft Financial, Budgets, Community Outreach, Data Analysis, Event Planning, Public Speaking, Recruiting, Research, Spreadsheets, Time Management
Education
University of California, Davis 2010 — 2014
Bachelor of Science (BS), Managerial Economics
University of California, Davis 2010 — 2014
Bachelor's Degree, Chinese Studies
University of California, Washington Center 2014 — 2014
International Policy
UC Davis Study Abroad, Taiwan 2013 — 2013
Literature and Film in 20th Century Taiwan
Volunteer Income Tax Assistance May 2014 - Present
Deloitte June 2015 - August 2015
Beta Alpha Psi - National Accounting Honor Society May 2014 - June 2015
National Planning Holdings, Inc. an affiliate of Jackson National Life Insurance Company July 2014 - September 2014
Office of Residential Life at UCLA September 2013 - June 2014
Twenty Four 7 Global Solutions, Inc. March 2014 - May 2014
Daily Bruin October 2013 - January 2014
Skills
Microsoft Excel, PowerPoint, Mandarin, Accounting, Financial Analysis, Microsoft Word, Statistics, Research, Microsoft Office, Analysis, Economics, Financial Reporting, Data Analysis
Education
UCLA 2012 — 2016
Bachelor of Science (BS), Mathematics/Economics, Accounting, Senior
Volunteer Income Tax Assistance January 2015 - Present
The Winch October 2014 - December 2014
Sapling Learning June 2014 - August 2014
Skills
Accounting, Income Tax, Microsoft Excel, Microsoft Word, Public Speaking, Higher Education, Teamwork, Time Management, Event Planning, Microsoft Office, PowerPoint, Research
Education
St. Mary's University 2010 — 2016
BBA, Accounting and Data Analytics, 3.6
St. Mary's University 2010 — 2016
BA, Mathematics, 3.8
Maly Commercial Realty, Inc. May 2008 - May 2009
Volunteer Income Tax Assistance January 2009 - April 2009
Faber & Brand, LLC December 2007 - June 2008
Faber & Brand, LLC August 2007 - January 2008
Education
University of Missouri-Columbia 2005 — 2009
Bachelor’s Degree, Finance and Financial Management Services, 3.6
Cambridge Investment Research, Inc. April 2015 - Present
E*TRADE Financial Corporation June 2014 - March 2015
Volunteer Income Tax Assistance January 2014 - April 2014
Wells Fargo September 2013 - January 2014
Papa Johns February 2011 - August 2013
Education
The University of Georgia 2007 — 2014
Bachelor of Science in Family and Consumer Sciences, Financial Planning
University of Iowa University Housing & Dining May 2014 - Present
The University of Iowa August 2012 - August 2013
Organized Stanley Currier Associated Residents August 2012 - May 2013
Volunteer Income Tax Assistance February 2013 - April 2013
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, 10-key, PowerPoint
Education
University of Iowa 2011 — 2015
Accounting and Finance, Junior
Immucor, Inc. May 2015 - Present
Towne Club Apartments December 2014 - Present
Volunteer Income Tax Assistance January 2015 - May 2015
Belk May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, Social Media, Social Networking, Leadership, Public Speaking
Education
The University of Georgia 2012 — 2016
Bachelor’s Degree, Accounting
The University of Georgia 2012 — 2016
Student, Accounting
Kitsap County Public Works Department May 2013 - August 2014
Volunteer Income Tax Assistance February 2014 - April 2014
Skills
Proficient with Windows..., Microsoft Office, Time management, Strong work ethic, Collegiate athlete
Education
Southern Utah University 2015 — 2016
Master’s Degree, Accounting
Southern Utah University 2011 — 2015
Bachelor’s Degree, Accounting
Central Kitsap High School 2008 — 2011
Ernst & Young September 2012 - Present
Ernst & Young 2011 - 2011
Accounting & Business Consultants, Inc August 2009 - December 2010
Volunteer Income Tax Assistance January 2009 - April 2010
Skills
Accounting, Tax, QuickBooks, Cost Accounting, Financial Accounting, Budgets, Leadership, Microsoft Word, Internal Audit, Microsoft Excel, Financial Modeling, CPA, Valuation, External Audit, SEC filings, US GAAP
Education
Wake Forest University 2011 — 2012
Master's of Science in Accounting, Accounting
University of Alabama at Birmingham 2007 — 2011
Bachelor's of Science, Accounting
Samsung Electronics March 2015 - Present
AIG December 2013 - March 2015
Empire State Building Company LLC November 2012 - January 2013
Macy's Herald Square (New York, NY) October 2012 - October 2012
J&X International Corp August 2011 - July 2012
Volunteer Income Tax Assistance February 2010 - April 2010
Volunteer Incom Tax Assistantce January 2010 - April 2010
Skills
Accounting, QuickBooks, Account Reconciliation, Accounts Receivable, Invoicing, Financial Statements, Bookkeeping, Microsoft Excel, Internal Controls, Finance, Tax, Journal Entries, Financial Analysis, Mainframe, Cognos, Microsoft Office, Teamwork, Time Management, Financial Reporting, Microsoft Word, General Ledger, Outlook, Financial Accounting, Access, PowerPoint, Internal Audit, Data Analysis, Auditing, Risk Management, Analysis, Research
Education
State University of New York College at Geneseo 2007 — 2011
Bachelor of Science, Accounting
San Lorenzo Unified School District August 2014 - Present
The Academic Advantage February 2013 - May 2014
UC Berkeley February 2009 - February 2013
UC Berkeley Multicultural Community Center January 2010 - May 2012
Volunteer Income Tax Assistance December 2011 - April 2012
Berkeley Student Cooperative 2011 - 2012
BUILD Tutoring January 2007 - January 2008
Skills
Nonprofits, Community Outreach, Volunteer Management, Research, Public Speaking, Event Planning, Social Media, Editing, Microsoft Office, Program Development, PowerPoint, Event Management, Policy Analysis, Teaching, Customer Service, Management
Education
University of California, Berkeley 2007 — 2012
Bachelor of Science (BS), Ethnic Studies
ACG Certified Public Accountants June 2015 - September 2015
Dichoso and Company, CPA, Inc January 2015 - June 2015
UCLA Chinese Student Association June 2014 - June 2015
Volunteer Income Tax Assistance January 2014 - April 2014
Drama Royal Tramp September 2013 - April 2014
Asian American Tutoring Program September 2012 - March 2013
Skills
Microsoft Office, Microsoft Excel, Public Speaking, Microsoft Word
Education
University of California, Los Angeles 2012 — 2016
Bachelor's Degree, Business Economics
General Growth Properties August 2013 - Present
Volunteer Income Tax Assistance February 2013 - April 2013
Kindred Healthcare August 2012 - December 2012
Skills
Passed IRS Basic,..., Passed Microsoft Word,..., Proficient in SAP and..., Accounting, Auditing, Tax, Income Tax, Sales Tax, Analysis, Management, Accounts Payable, Accounts Receivable, General Ledger
Education
University of Kentucky 2009 — 2013
Accounting and Management, Accounting and Business/Management, 3.1
The CFO Group, Inc. August 2014 - Present
The CFO Group, Inc. July 2013 - August 2014
The CFO Group, Inc. January 2013 - July 2013
University of Nevada Reno January 2012 - January 2013
Volunteer Income Tax Assistance January 2012 - April 2012
Sigma Nu Fraternity, Inc. August 2011 - January 2012
Skills
Basic Accounting, Business Analysis, Team Leadership, Leadership Development, Statistics, Organizing Meetings, Internal Communications, Public Speaking, Data Analysis, Bookkeeping, Leadership, Team Building, Education, Efficiency, Organizational..., Operations Management, Accounting, Microsoft Excel, Event Planning
Education
University of Nevada-Reno 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Nevada-Reno 2009 — 2013
Bachelor of Science (B.S.), Accounting
Smolin Lupin & Co January 2015 - Present
CohnReznick LLP June 2014 - October 2014
Volunteer Income Tax Assistance January 2012 - April 2014
Weinberg Lieberman & Co June 2011 - August 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Windows, QuickBooks, Peachtree, Outlook, Teamwork, Social Media, Bookkeeping, Accounting, Account Reconciliation, Public Speaking
Education
State University of New York at Buffalo 2010 — 2014
Bachelor of Science (BS), Accounting
University of Delaware November 2012 - Present
ParenteBeard LLC June 2014 - August 2014
Volunteer Income Tax Assistance January 2014 - April 2014
ACE Group June 2013 - August 2013
Skills
Microsoft Excel, NetBeans, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Bloomberg Terminal, Time Management, Data Analysis, Financial Analysis, Leadership, Accounting
Education
University of Delaware 2011 — 2015
B.S. Accounting, B.S. Finance, Class of 2015
Wayne Valley High School 2007 — 2011
University of Rhode Island May 2013 - Present
Lawrence and Memorial Hospital November 2007 - Present
Volunteer Income Tax Assistance January 2013 - April 2013
Balfour Beatty May 2009 - September 2010
New London Main Street January 2009 - May 2009
Skills
Microsoft Excel, Microsoft Word, Designing, Oracle SQL
Education
University of Rhode Island 2012 — 2013
Bachelor, Accounting
University of Rhode Island 2009 — 2013
Bachelor of Science, Business Administration; Accounting
Webroot December 2014 - Present
EKS&H September 2014 - December 2014
Mile High United Way December 2011 - December 2014
Ernst & Young September 2011 - September 2014
Denver Cherry Creek Rotary October 2012 - March 2014
University of North Carolina at Chapel Hill September 2010 - May 2011
Volunteer Income Tax Assistance February 2010 - April 2011
The Dapper Chap May 2009 - July 2009
Alpha Tau Omega Fraternity August 2008 - May 2009
Cedar Ridge High School January 2007 - May 2008
Skills
Financial Reporting, Accounting, Auditing, Financial Modeling, US GAAP, Financial Accounting, Microsoft Excel, Leadership, SEC filings, Analysis, Valuation, VBA, Corporate Finance, Finance, Mergers & Acquisitions, Forecasting, Strategy, Tax, Sarbanes-Oxley Act, QuickBooks, Financial Analysis, Internal Controls, Due Diligence, SEC Filings, Management, GAAP
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2011
Master of Accounting
University of North Carolina at Chapel Hill 2005 — 2009
Business Administration, Finance
GovX, Inc. June 2014 - Present
California Society of CPAs/CalCPA Education Foundation January 2014 - December 2014
GovX, Inc. March 2014 - June 2014
Volunteer Income Tax Assistance January 2014 - April 2014
UC San Diego June 2013 - March 2014
TGG Accounting October 2013 - December 2013
Orange County Lifeguards May 2008 - September 2012
Skills
Independently organized..., Calmly, quickly, and..., Excellent time..., Creative, Art, Visual Arts, Accounting, Sports
Education
University of California, San Diego 2010 — 2014
Bachelor of Science (B.S.), Management Science
Università Commerciale 'Luigi Bocconi' 2012 — 2012
Exchange Student, Economics
D3 Financial Counselors LLC July 2015 - Present
Balasa Dinverno Foltz LLC June 2014 - May 2015
Plancorp, Inc. July 2012 - May 2014
Francis Financial May 2011 - August 2011
Volunteer Income Tax Assistance January 2011 - April 2011
State Farm Insurance June 2006 - August 2010
Skills
Strategic Financial..., Retirement Planning, Risk Management, Finance, Investment Strategies, Financial Planning, Investments, Asset Management, Tax, Wealth Management
Education
Texas Tech University 2010 — 2012
MS, Financial Planning
University of Illinois at Urbana-Champaign 2006 — 2010
B.S., Financial Planning
BKD CPAs & Advisors July 2015 - Present
Field of Dreams Rescue, Inc. February 2014 - July 2015
Truman State University August 2014 - May 2015
Silver Dollar City Attractions May 2014 - August 2014
Truman State University August 2012 - May 2014
Truman State University August 2012 - May 2014
Volunteer Income Tax Assistance February 2013 - March 2014
A.T. Still University February 2013 - November 2013
Delta Sigma Pi December 2012 - May 2013
Skills
Python, Microsoft Excel, Microsoft Word, Time Management, Teamwork, Organization, Public Speaking
Education
Truman State University 2014 — 2015
Master's Degree, Accounting
Truman State University 2011 — 2014
Bachelor of Science (BS), Accounting
Patient Care Associates April 2013 - Present
CBS Corporation January 2011 - March 2013
Buchbinder Tunick & Co. 2008 - December 2010
Arthur A. Lemann III & Associates June 2006 - May 2008
Volunteer Income Tax Assistance January 2006 - April 2008
Tulane University 2003 - 2008
Skills
Accounting, Financial Reporting, Auditing, Financial Analysis, Internal Controls, QuickBooks, Financial Accounting, Microsoft Excel, GAAP, Financial Modeling, Tax, Strategic Financial..., Internal Audit, Process Improvement, US GAAP, SEC filings, Sarbanes-Oxley Act, Financial Statements
Education
Tulane University - A.B. Freeman School of Business 2007 — 2008
Masters, Accounting
Tulane University - A.B. Freeman School of Business 2003 — 2007
Bachelor of Science in Management, Accounting, Finance
Oxy April 2013 - Present
Ernst & Young January 2011 - Present
Ernst & Young January 2010 - March 2010
William Betts Fine Art 2006 - December 2009
Volunteer Income Tax Assistance 2007 - 2009
Skills
Microsoft Office, Microsoft Excel, Accounting, Account Reconciliation, Auditing, Financial Reporting, US GAAP, Access, CPA, Journal Entries, External Audit, Financial Statements
Education
University of Houston, C.T. Bauer College of Business 2008 — 2010
MS, Accounting
University of Houston 2002 — 2006
BFA, Sculpture
The University of California Riverside September 2009 - Present
Bed Bath & Beyond December 2002 - November 2010
CHAFFEY COMMUNITY COLLEGE May 2009 - October 2009
Volunteer Income Tax Assistance February 2009 - April 2009
FedEx Freight May 2005 - October 2005
Education
University of California, Riverside
Bachelors of Science, Business Administration, (General Management & Accounting)
Lionsgate April 2015 - Present
Self-Employed July 2011 - Present
Volunteer Income Tax Assistance January 2009 - March 2010
The Constitutional Court of Korea July 2008 - August 2008
Intercontinental Arts, Inc. July 2005 - July 2007
RI Student Loan Authority February 2004 - June 2005
Education
Western State University College of Law 2008 — 2010
J.D
University of Rhode Island - College of Business Administration 2000 — 2005
B.S., Accounting
Valero Energy Corporation October 2013 - Present
Valero Energy Corporation May 2012 - October 2013
Kraft Foods October 2011 - May 2012
Tesoro October 2010 - December 2010
Volunteer Income Tax Assistance January 2010 - March 2010
Alliance Bernstein August 2004 - August 2007
Allstate Financial Services November 2003 - August 2004
Compass Bank March 2003 - November 2003
USAA January 1994 - November 2002
Skills
Time Management, Account Reconciliation, Customer Service, Invoicing, SAP, Accounts Payable, Accounting, Internal Audit, Finance, Leadership
Education
The University of Texas at San Antonio 2007 — 2009
B.B.A., Accounting
St. Mary's University 1988 — 1990
M.B.A., Multinational Management
The University of Texas at San Antonio 1982 — 1987
B.B.A., Management
State Farm Insurance September 2010 - Present
Waddell & Reed March 2010 - December 2010
Volunteer Income Tax Assistance January 2010 - April 2010
Education
University of Missouri-Saint Louis 2006 — 2010
Bachelors of Science in Business Administration, Finance & Accounting
St. Louis Community College 2004 — 2006
Business, General
Deloitte April 2012 - Present
The Institute of Leadership Advancement (ILA) August 2011 - Present
Delta Sigma Pi November 2010 - Present
Volunteer Income Tax Assistance January 2012 - April 2012
Deloitte June 2011 - August 2011
Deloitte and United Way March 2011 - March 2011
Indian Culture Exchange 2010 - 2011
Skills
Accounting, Event Planning, Auditing, Leadership, Public Speaking, Tax
Education
University of Georgia - Terry College of Business 2009 — 2013
Bachelor of Business Administration, Accounting and Finance
Green Hasson Janks June 2014 - Present
Mattson Resources June 2013 - June 2014
Mattson Resources January 2013 - May 2013
Volunteer Income Tax Assistance January 2011 - April 2013
Academy of Business Leadership February 2010 - September 2010
Skills
Foreign Languages, Cantonese, Mandarin, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Payroll, Research, Time Management, Access
Education
University of California, Irvine - The Paul Merage School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration, Accounting
University of California, Irvine 2010 — 2014
Bachelor of Arts (B.A.), Economics
University of Cambridge 2012 — 2012
Business/Managerial Economics
College Bound Dorchester September 2013 - July 2014
UMass Boston September 2011 - May 2012
Volunteer Income Tax Assistance January 2011 - May 2011
Skills
Financial Reporting, Financial Analysis, QuickBooks, Accounts Receivable, Accounts Payable, General Ledger, GAAP, IFRS, Bookkeeping, Tax Preparation, Microsoft Excel, Microsoft Word, Microsoft Office, Analysis, Access, Tax, Data Analysis, Finance, Outlook
Education
University of Massachusetts Boston 2010 — 2012
Master of Science (MS)
Wuhan University
University of Missouri - St. Louis August 2013 - May 2014
Volunteer Income Tax Assistance January 2014 - April 2014
RubinBrown LLP January 2013 - August 2013
RubinBrown LLP February 2012 - April 2012
Skills
ProSystem fx Tax, GoSystems, Lotus Notes, Microsoft Office, Peachtree, eForms, Accounting, Tax, Time Management, Customer Service, Microsoft Excel, Tax Preparation, CCH ProSystem fx, Income Tax
Education
University of Missouri-Saint Louis 2012 — 2014
Master of Accounting
University of Missouri-Saint Louis 2006 — 2012
Bachelor of Science in Accounting, Minor: Philosophy
Crowe Horwath LLP July 2011 - Present
Gronewold, Bell, Kyhnn & Co January 2008 - June 2011
Gronewold, Bell, Kyhnn & Co January 2008 - June 2011
Volunteer Income Tax Assistance January 2007 - April 2007
Skills
Tax, Accounting, Audit, Financial Reporting, Budgeting, Financial Accounting
Education
University of Northern Iowa 2002 — 2007
BS, Accounting
AFS Intercultural Programs August 2006 - Present
Onesimus Children Development Association March 2012 - June 2012
AFS Intercultural Programs August 2011 - February 2012
AFS Intercultural Programs December 2011 - January 2012
University of North Carolina at Asheville . September 2010 - April 2011
Volunteer Income Tax Assistance January 2011 - March 2011
Triangle Arthritis And Rheumatology May 2008 - August 2008
Skills
Non-profits, Volunteer Management
Education
University of North Carolina at Asheville 2007 — 2011
BA, Economics
Forfeiture Support Associates, LLC. January 2013 - Present
BrownGreer PLC March 2012 - January 2013
Internal Revenue Service- Office of Chief Counsel September 2011 - December 2011
Internal Revenue Service- Office of Chief Counsel September 2010 - December 2010
Chrysler, LLC- Office of General Counsel May 2010 - August 2010
Volunteer Income Tax Assistance January 2010 - April 2010
Common Ground Sanctuary May 2008 - April 2009
General Motors October 2003 - December 2006
Kelly Law Registry 2003 - 2006
Kelly Law Registry 2003 - 2006
Skills
Trials, Tax Law, Legal Research, Legal Writing, Tax, Commercial Litigation, Civil Litigation, Research, Document Review, Litigation, Corporate Law, Management, Legal Assistance, Westlaw
Education
Thomas M. Cooley Law School 2010 — 2012
LL.M Tax, Tax Law
Thomas M. Cooley Law School 2007 — 2010
Juris Doctorate, Law
The Academy of Court Reporting 2002 — 2003
Paralegal Certification, Law
Dhahran Jr. High
The Lawrenceville School
University of Houston
Retirement Planning Associates, NPC May 2014 - Present
Bed Bath & Beyond June 2010 - Present
Volunteer Income Tax Assistance January 2014 - April 2014
Bed Bath & Beyond January 2008 - June 2010
Bed Bath & Beyond August 2005 - January 2008
Michaels Stores, Inc. September 1999 - August 2005
Skills
Inventory Control, Inventory Management, Loss Prevention, Income Statement, Big Box, Store Management, Shrinkage, Profit, Retail, Store Operations, CPFR, Merchandising, Multi-unit, Associate Development, Driving Results, Customer Service
Education
University of Iowa - Henry B. Tippie College of Business 2010 — 2012
Master's degree, Accounting
William Jewell College 1990 — 2003
Bachelor of Science (B.S.), Business Administration, 3.0
Equine Best Practices, LLC September 2012 - Present
Volunteer Income Tax Assistance November 2011 - April 2012
Skills
Accounting, Tax, Tax Preparation, Financial Accounting, Financial Reporting, Financial Analysis, Income Tax, GAAP, Tax Returns, Bookkeeping, General Ledger, Finance, Journal Entries, Accounts Payable, Account Reconciliation, Accounts Receivable, Bank Reconciliation, Microsoft Excel, Payroll
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Woodruff-Sawyer & Co August 2014 - Present
CASS, Inc. February 2014 - August 2014
CASS, Inc. April 2013 - February 2014
Volunteer Income Tax Assistance February 2013 - April 2013
UC Berkeley 2009 - 2012
Kumon July 2008 - January 2010
Asian Pacific Islander Youth Promoting Advocacy and Leadership July 2007 - May 2009
Skills
Microsoft Office, FileMaker, Studiocode, Photoshop, Community Outreach, Microsoft Excel, Data Entry, Public Speaking, Customer Service, Accounting, PowerPoint, Data Analysis, Research, InDesign, Microsoft Word, Outlook
Education
UC Berkeley 2008 — 2012
Bachelor of Arts (B.A.), Economics
Samsung May 2014 - Present
Allstate September 2013 - May 2014
Volunteer Income Tax Assistance October 2011 - April 2012
Quindi Corporation August 2009 - September 2009
Allstate May 2007 - July 2008
Skills
Accounts Payable, Microsoft Office, Mac OS X, Windows XP, Organization &..., Close Attention to..., Customer Service
Education
University of California, Santa Cruz 2008 — 2012
Bachelor of Arts (BA), Business Management Economics with a concentration in Accounting
Volunteer Income Tax Assistance October 2012 - Present
Credit Suisse July 2015 - August 2015
Hadiputranto, Hadinoto & Partners June 2015 - July 2015
Academies for Social Entrepreneurship January 2015 - June 2015
CIMB July 2014 - September 2014
Clique Media / Who What Wear January 2014 - March 2014
Julius Baer July 2013 - September 2013
Apollo Jets April 2013 - June 2013
Cosmopolitan Magazine June 2010 - July 2010
SCTV June 2009 - July 2009
Skills
Finance, Microsoft Word, Tax Preparation, Accounting, Bloomberg Terminal, Braille, Microsoft Excel, Economics, PowerPoint, Teamwork, Microsoft Office, Marketing
Education
UCLA 2012 — 2016
Bachelor of Science (B.S.), Business/Managerial Economics, Accounting, Civic Engagement, 3.8
Jakarta International School 2009 — 2012
High School Diploma, 4.1
New York Life Insurance Company November 2013 - Present
PwC August 2013 - November 2013
Volunteer Income Tax Assistance June 2012 - April 2013
Buffalo Sabres September 2012 - December 2012
Tops Markets October 2008 - October 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Outlook, Microsoft Word, Microsoft Access, Great Plains Software, Peachtree Accounting, Tax Preparation, Personal Income Tax..., Accounts Payable, Lotus Notes, Income Tax
Education
University of South Florida 2013 — 2014
Master of Science (M.S.), Accountancy
State University of New York at Buffalo 2009 — 2013
Bachelor of Science (B.S.), Accounting, 3.5
7 11 May 2015 - Present
A-MAX Auto Insurance July 2014 - Present
Kroger November 2006 - Present
Kroger October 2011 - Present
Kroger June 2008 - Present
Kroger May 2007 - Present
Volunteer Income Tax Assistance 2011 - 2013
Skills
Customer Service, Payroll, Retail, Marketing, Human Resources, Microsoft Office, Bookkeeping, Accounting, Sales Operations, Electronic Payments, Trainers, Schedule Writing, Microsoft Excel, Microsoft Word, Kronos, Time Management, Kronos Timekeeping, QuickBooks, Peachtree, Supervising, Multi-line Phone, Office Administration, Office Management, Cash Management, Recieving, Accounting & Financial..., Tax Return Preparation, General Ledger Activity
Education
Southern New Hampshire University 2014 — 2015
Master of Science (M.S.), Accounting
The University of Texas at Arlington 2012 — 2013
Bachelors of Business Administration
Tarrant County College 2010 — 2012
Associate's degree, Accounting
UC Davis June 2014 - December 2014
UC Davis January 2014 - June 2014
Volunteer Income Tax Assistance November 2013 - April 2014
Ta Hwa University of Science and Technology July 2013 - August 2013
UC Irvine The Paul Merage School of Business March 2013 - June 2013
Education
University of California, Davis 2013 — 2015
Bachelor of Arts (B.A.), Economics
University of California, Irvine 2011 — 2013
Abraham Lincoln High School 2007 — 2011
The University of Hong Kong
Huckleberry Propane & Oil LLC January 2010 - Present
Volunteer Income Tax Assistance February 2013 - March 2013
Evolution Mortgage LLC April 2005 - December 2009
Dedicated Mortgage Associates, LLC November 2002 - March 2005
Aegis Lending Inc. August 2001 - November 2002
Adecco Staffing, USA September 2000 - August 2001
Specialty Sports Ventures / Base Mountain Sports September 1994 - September 2000
Skills
Customer Service, Direct Sales, Residential Mortgages, Office Management
Education
Southern New Hampshire University 2011 — 2014
Master's degree, Accounting, 3.93 GPA
University of Vermont 1986 — 1990
Bachelor's degree, Business Administration and Management, General
Crawford County August 2015 - Present
Brixmor Property Group May 2015 - August 2015
Brixmor September 2014 - January 2015
Answers.com May 2014 - August 2014
Volunteer Income Tax Assistance January 2013 - April 2014
Washtenaw County Trial Court May 2013 - February 2014
State Appellate Defenders Office May 2013 - August 2013
Wegmans Food Markets January 2004 - April 2013
Michigan Unemployment Insurance Project October 2012 - January 2013
Washtenaw County Trial Court September 2012 - January 2013
Skills
Research, Critical Thinking, Civil Drafting, Bluebook, Keen Listener, Editing, Mediation, Coaching, Document Drafting, Microsoft Office, Client Intake, Time Management, Customer Service, Microsoft Word, Microsoft Excel, Outlook, PowerPoint, Windows, English, Teaching, Photoshop, Public Speaking, Strategic Planning, Budgets, Teamwork
Education
Western Michigan University, Thomas M. Cooley Law School 2011 — 2014
Doctor of Law (J.D.), Litigation, GPA: 3.75; Top 7%
State University of New York at Buffalo 2006 — 2010
Bachelor of Arts (B.A.), Mathematics and Political Science; Minor: Sociology (with Highest Distinction), GPA: 3.146
Williamsville East
624 Kitchen & Catering November 2014 - Present
City Year July 2014 - June 2015
The Alliance Group September 2013 - July 2014
Volunteer Income Tax Assistance September 2012 - May 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Photoshop, Social Media, Public Speaking, English, Social Networking, Management, Communication, Community Outreach, Event Planning, Puns, Time Management
Education
University of California, Santa Barbara 2010 — 2014
Bachelor of Arts (B.A.), Economics & Sociology
Thammasat University
Volunteer Income Tax Assistance January 2015 - April 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Accounting, PowerPoint, Leadership, Microsoft Access
Education
Touro College 2012 — 2016
3.9 GPA