Volunteer Income Tax Assistance (VITA)
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 (VITA) 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 (VITA). You can filter them based on skills, years of employment, job, education, department, and prior employment.
Volunteer Income Tax Assistance (VITA) Salaries. You can even request information on how much does Volunteer Income Tax Assistance (VITA) pay if you want to. Learn about salaries, pros and cons of working for Volunteer Income Tax Assistance (VITA) directly from the past employees.
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308 Volunteer Income Tax Assistance (VITA) employees in database. Find out everything there's to know about Volunteer Income Tax Assistance (VITA) 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 (VITA) Employees
Volunteer Income Tax Assistance (VITA) January 2015 - April 2015
Shanghai Zhonghua Certified Public Accountants(Jiangsu Branch) October 2012 - April 2014
Jiangsu Huanghe Management Consulting Co Ltd July 2011 - September 2011
Nanjing Qinglan Science and Technology Co Ltd July 2010 - September 2010
Bank of China (Xinxiang Branch) July 2009 - September 2009
Skills
Auditing, Internal Controls, Accounting, Financial Accounting, External Audit, Financial Reporting, Tax, Internal Audit, Payroll, Teamwork, Microsoft Word, Microsoft Excel, Time Management, Learn Efficiencies, Financial Statements, Microsoft Office
Education
DePaul University 2015 — 2017
Master’s Degree, Data/Business Analytics
Arizona State University 2014 — 2015
Master's Degree, Accounting
Jiangnan University 2008 — 2012
Bachelor's Degree, Accounting, 87/100
Oracle March 2015 - Present
Oracle July 2013 - March 2015
RNC Genter Capital Management January 2013 - May 2013
Volunteer Income Tax Assistance (VITA) October 2012 - April 2013
Moneythink April 2012 - December 2012
Associated Student Organization at West Valley College February 2011 - May 2011
Skills
Finance, Sales, Economics, Analytics, Microsoft Excel, PowerPoint, SaaS, CRM, Data Analysis, Business Process, Analysis, Salesforce.com, Portfolio Management, Digital Marketing, Oracle, SQL, Econometrics, Stata, Python, Communication, Microsoft Office, Leadership, Eloqua, Git, Github, R, Social Media
Education
University of California, Los Angeles 2011 — 2013
Bachelor of Arts (B.A.), Economics
West Valley College 2009 — 2011
Business Administration
General Assembly
Data Science tools
Thinkful
Data Science
Deloitte October 2014 - Present
Becker Professional Education May 2013 - May 2014
California State University, Fullerton December 2012 - May 2014
Beta Alpha Psi January 2012 - May 2014
CSUF Accounting Society June 2013 - December 2013
CSUF Accounting Society January 2013 - May 2013
Volunteer Income Tax Assistance (VITA) November 2012 - April 2013
CSUF Accounting Society May 2012 - December 2012
CSUF Student Leadership Institute January 2012 - November 2012
CSUF Fullerton Indonesian Student Association January 2012 - November 2012
Skills
Microsoft Office, Microsoft Excel, Analytical Skills, Tax, Accounting, Customer Service, Multilingual, Leadership, Time Management, Teamwork, Financial Analysis, Team Leadership, QuickBooks, Budgets, Event Planning
Education
California State University-Fullerton 2011 — 2014
Bachelor of Arts (B.A.), Accounting and Finance, 3.92
Irvine Valley College 2010 — 2011
Associate of Arts (A.A.), Business Administration, Accounting, 3.94
Isenberg School of Management, UMass Amherst August 2015 - Present
Isenberg School of Management-Dean's Office May 2015 - August 2015
The Town of Amherst-Leisure Services March 2015 - May 2015
Hillel House-University of Massachusetts March 2015 - May 2015
Athleta May 2014 - May 2015
Volunteer Income Tax Assistance (VITA) February 2015 - April 2015
Centre Pizzeria and Restaurant August 2011 - August 2014
Weismann and Rudnisky CPA Office January 2011 - March 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Public Speaking, English, Event Planning, Time Management, Outlook, Accounting, Social Networking, Leadership, Communication, Access
Education
University of Massachusetts at Amherst - Isenberg School of Management 2012 — 2016
Bachelor of Business Administration (BBA), Accounting, 3.41/4.00
Paradigm Talent Agency September 2013 - Present
Volunteer Income Tax Assistance (VITA) February 2013 - May 2013
The Villanova Environmental Law Journal September 2011 - May 2013
The Ferris Group, LLC June 2012 - August 2012
Donorfull, LLC June 2012 - August 2012
The Law Firm of Sean E. Donlan June 2011 - August 2011
Skills
Legal Research, Event Management, Legal Writing, Westlaw, Corporate Law, Research, Public Speaking, Criminal Law, Lexis, Editing, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Blogging, LexisNexis, HeinOnline, Social Media, Drafting Agreements, Tax Returns, Marketing Strategy, Event Planning
Education
Villanova University School of Law 2010 — 2013
Juris Doctor (J.D.)
Fordham University 2006 — 2010
Bachelor of Arts (B.A.), English
Xavier High School 2002 — 2006
Middletown, CT
U.S. Trust December 2014 - Present
Broadwall Management Corp, a subsidiary of The Feil Organization November 2014 - Present
H&R Block Enterprises LLC. August 2013 - May 2014
Volunteer Income Tax Assistance (VITA) January 2014 - April 2014
iPadEnclosures.com May 2013 - August 2013
Law Office of Leonard J. Catanzaro September 2008 - January 2012
Law Office of Steven C. Chen April 2007 - August 2008
Law Offices of Wong, Wong & Associates, P.C. September 2006 - March 2007
Skills
Legal Writing, Time Management, Accounting, Litigation, Oral & Written..., Analysis, Legal Documents, AIA Documents, Real Estate Transactions, Legal Translation, Investigative Research, Enforcement Of Judgments, Problem Solving, Deadline Driven, Personal Income Tax..., Income Tax, Tax Preparation, Microsoft Excel, Public Speaking, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Master of Science (M.S.), Accountancy
University of Utah 2004 — 2006
Bachelor of Science (B.S.), Sociology; Minor: Economics, 3.749
Foothill College 2002 — 2004
Associate of Arts (A.A.), History
City University of New York-Baruch College
New York University
KBKG November 2014 - Present
KBKG January 2012 - November 2014
S. Arora & Associates, Inc November 2003 - January 2012
Volunteer Income Tax Assistance (VITA) January 2003 - April 2003
Himi Electronics Limited November 1999 - February 2001
Scarlett Company November 1998 - November 1999
PCG (Project Consulting Group) April 1998 - November 1998
Skills
Tax Preparation, Cost Segregation, Corporate Tax, QuickBooks, Accounting, General Ledger, Income Tax, Financial Reporting, Fixed Assets, Tax Research, Tax Credits, Research & Development..., CPA, Tax Returns, Depreciation, Financial Analysis, Financial Accounting, Tax, Tax Accounting
Education
National Technical University of Ukraine 'Kyiv Polytechnic Institute' 1992 — 1998
MS, Electrical & Mechanical Engineering
Institute of Improving Professional Skill and Further Management Training 1996 — 1997
BS, Accounting
Moss Adams LLP July 2014 - Present
Volunteer Income Tax Assistance (VITA) January 2013 - April 2013
Los Osos Chamber of Commerce April 2012 - May 2012
Moss Levy & Hartzheim LLP June 2011 - December 2011
National Society of Black Engineers (CalPoly) 2009 - 2010
All Stars Project, Inc. June 2009 - August 2009
Skills
Internal Controls, Finance, Accounts Payable, Financial Analysis, GAAP, Accounting, Fundraising, Training, QuickBooks, Auditing, Tax, Financial Accounting
Education
California Polytechnic State University-San Luis Obispo 2008 — 2012
Bachelor of Science (BS), Business Administration Concentration in Accounting
Chinese Culture and Community Services Center December 2013 - Present
Volunteer Income Tax Assistance (VITA) February 2013 - April 2014
Law Offices of Robert Beatson II August 2013 - January 2014
Donghua Accounting Firm March 2012 - April 2012
China Southern Power Grid, Materials Company July 2011 - August 2011
Education
Robert H.Smith School of Business, University of Maryland 2012 — 2013
Master of Science
Harbin University of Commerce 2008 — 2012
Bachelor of Management
PwC October 2013 - Present
Florida International University August 2012 - August 2013
PwC January 2012 - April 2012
Miami Gastroenterology Associates July 2007 - December 2011
Volunteer Income Tax Assistance (VITA) January 2011 - April 2011
ALPFA at Florida International University May 2009 - December 2009
Skills
Tax, Corporate Tax, Accounting, Tax Preparation, Time Management, Access, Finance, Financial Statements, Budgets, Invoicing, GAAP, US GAAP, Outlook, Accounts Payable, General Ledger, Auditing, Bank Reconciliation, PowerPoint, Microsoft Excel, Analysis, CPA, Accounts Receivable, Financial Accounting, Bookkeeping, Income Tax, Account Reconciliation, QuickBooks
Education
Florida International University 2012 — 2013
Master of Accounting, Taxation
Florida International University 2007 — 2011
Bachelor's degree, Accounting
BDO USA, LLP May 2013 - Present
BDO USA, LLP January 2013 - April 2013
Christopher Huang CPAs, Inc. April 2011 - February 2012
Volunteer Income Tax Assistance (VITA) February 2011 - February 2012
YAP USA, INC. June 2011 - November 2011
Tax-aid February 2011 - April 2011
Guangzhou Baiyun International Airport Co. Ltd August 2007 - May 2009
Skills
Accounting, Tax, Lacerte, ATX, CCH Intelliconnect, RIA, FASB, Microsoft Excel, Microsoft Office..., Office Management, Invoicing, Bill Payment, Ballroom, Zumba, QuickBooks, Ballroom Dance, Tax Research, GoSystems, Multitasker, Shipping/receiving, Choreography, choral, Tax Accounting, Partnership Taxation, Corporate Tax, Income Tax, Microsoft Office
Education
Golden Gate University 2012 — 2015
Master of Science (M.S.), Taxation
Golden Gate University 2009 — 2012
Master of Science (M.S.), Accounting
Huazhong University of Science and Technology 2003 — 2007
Bachelor, Law
Transitional Period June 2015 - Present
Harshwal & Company LLP - Certified Public Accountants (Tribal/Local Govt., Gaming & Hospitality) July 2014 - May 2015
Volunteer Income Tax Assistance (VITA) February 2014 - April 2014
Beijing Real Nonmettallic Materials Co., Ltd. July 2013 - July 2013
Grant Thornton China (致同) July 2012 - August 2012
Bank of Beijing July 2011 - August 2011
Skills
Accounting, Auditing, Income Tax, General Ledger, Financial Accounting, Financial Analysis, Finance, Microsoft Excel, Microsoft Word, Mandarin, Human Resources, QuickBooks, Ulead, Violin, Microsoft Office, Financial Reporting, PowerPoint, Analysis, Financial Statements, Internal Controls, Access, Teamwork
Education
Arizona State University 2013 — 2014
Master of Accountancy, Accounting
Beijing Technology and Business University 2009 — 2013
Bachelor of Management, Accounting
Macias Gini & O'Connell LLP (MGO) September 2014 - Present
Novogradac & Company LLP January 2014 - March 2014
Perfect Ledger June 2013 - October 2013
BACO Realty Corporation January 2013 - September 2013
Accounting Students' Organization January 2013 - May 2013
San Francisco State University August 2011 - May 2013
Volunteer Income Tax Assistance (VITA) January 2012 - April 2013
California State Board of Equalization March 2012 - August 2012
Quanta Computer USA, Inc. June 2008 - July 2008
Skills
Quickbooks, Excel, Word, Access, Bookkeeping, Microsoft Office 2007, Group Work, Analytic Thinking, Team-oriented, Time Management, Problem Solving, QuickBooks, Microsoft Word, Tax Preparation
Education
San Francisco State University 2011 — 2013
Bachelor of Science, Accounting
Chabot College 2009 — 2011
Associate of Science, Accounting
Cal Poly San Luis Obispo 2007 — 2009
James Logan High 2003 — 2007
Porte Brown LLC January 2014 - Present
Volunteer Income Tax Assistance (VITA) January 2013 - December 2013
T.G.I. Friday's September 2009 - January 2013
Skills
Accounting, Customer Service, Time Management, PowerPoint, Microsoft Word, Leadership, Microsoft Office, Financial Analysis, Access, Budgets, Sales, Negotiation, Software Documentation, Financial Accounting, Customer Satisfaction, Microsoft Excel, Cost Accounting, Manufacturing, Forecasting, Auditing
Education
Aurora University 2013 — 2015
Master's Degree, Business Administration and Management
Aurora University 2009 — 2013
Bachelor's Degree, Accounting
Bobrick Washroom Equipment November 2011 - Present
Bobrick Washroom Equipment October 2008 - November 2011
Bobrick Washroom Equipment, Inc July 2007 - September 2008
Bobrick Washroom Equipment, Inc September 2006 - June 2007
Merrill Lynch September 2005 - January 2006
Volunteer Income Tax Assistance (VITA) September 2004 - May 2005
Skills
Marketing, Sales, Outlook, Marketing Strategy, Management, Strategic Planning, Tactical Sales Planning, PSS, Contract Negotiating, Competitive Analysis, Sales Management, Pricing, Recruiting, Leadership, Sales Operations, Training, New Business Development, Customer Service, Negotiation, Team Building
Education
California State University-Northridge 2002 — 2006
Bachelors of Science
California State Board of Equalization July 2014 - Present
Volunteer Income Tax Assistance (VITA) January 2014 - March 2014
Darden April 2013 - September 2013
Perkins & Marie Callendars, Inc. September 2011 - April 2013
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Accounting, Time Management, QuickBooks, Microsoft Office, Bookkeeping, Customer Service, Teamwork, Data Entry, Accounts Payable
Education
California Polytechnic State University-San Luis Obispo 2010 — 2014
Bachelor of Business Administration (BBA), Accounting
Anthem Inc. through Accountemps October 2014 - Present
The Transit Coalition April 2014 - November 2014
Accounting Association (CSUN) June 2013 - December 2013
Beta Alpha Psi, Epsilon Chi (CSUN) June 2013 - September 2013
Volunteer Income Tax Assistance (VITA) January 2013 - April 2013
Education
California State University-Northridge 2009 — 2013
BS, Accountancy, 150 semester units completed
Farber Hass Hurley LLP July 2015 - Present
Universal Sports Network January 2015 - July 2015
California Lutheran University September 2013 - July 2015
Berman and Berman CPA Firm February 2015 - April 2015
Volunteer Income Tax Assistance (VITA) January 2015 - April 2015
AlphaTax Tax Service February 2014 - April 2014
Skills
Customer Service, Time Management, Microsoft Excel, Teamwork, ImageNow, Microsoft Word, QuickBooks, PowerPoint, Public Speaking, English, Microsoft Office, Phone Etiquette, Training, Employee Training, Accounting, Bookkeeping, Leadership, Management, Team Leadership, Critical Thinking, Customer Satisfaction, Outlook, Lacerte
Education
California Lutheran University 2013 — 2015
Bachelor of Science (BS), Accounting
Moorpark College 2011 — 2012
General Education
Clovis High School 2008 — 2010
High School Dipolma
HW LLP Advisors January 2014 - Present
Rose, Snyder & Jacobs January 2013 - November 2013
Holthouse Carlin & Van Trigt LLP January 2010 - January 2013
CBS Television Distribution May 2008 - July 2009
Volunteer Income Tax Assistance (VITA) January 2009 - April 2009
Volunteer Income Tax Assistance (VITA) February 2007 - April 2007
Skills
Income Tax, Tax Research, Accounting, Real estate tax, Partnership Taxation, Corporate Tax, High Net Worth..., GoSystems, ProSystem fx Tax, QuickBooks, Microsoft Excel, Tax, Financial Statements, Tax Preparation, Financial Analysis, US GAAP, CPA, Internal Controls, Tax Accounting, Tax Returns, GAAP, Finance, Outlook, CCH ProSystem fx, General Ledger, S Corporations
Education
California State University-Northridge 2013 — 2015
Master of Science in Taxation, Accounting/Taxation
California State University-Northridge 2005 — 2009
BS, Accounting
Lutz and Carr CPAs, LLP January 2015 - Present
Lutz and Carr CPAs, LLP November 2013 - January 2015
VOLUNTEER INCOME TAX ASSISTANCE (VITA) January 2012 - April 2012
Skills
Income Tax, Auditing, Financial Reporting, Financial Analysis, Microsoft Office, QuickBooks, CCH Intelliconnect, ProSystem fx Tax, ProSystem fx Engagement
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2014
Master of Science (MS), Taxation
City University of New York-Baruch College 2009 — 2013
Bachelor of Business Administration (BBA), Accounting
Tax Defense Partners™ November 2013 - Present
Volunteer Income Tax Assistance (VITA) January 2012 - May 2012
CohnReznick LLP 2012 - 2012
Skills
Tax Preparation, Microsoft Excel, Communication Skills, Organizational..., Teamwork, Accounting, Tax, Auditing, Tax Returns, Financial Accounting, Bookkeeping, Financial Analysis, QuickBooks, Microsoft Word, Microsoft Office
Education
California State University-Northridge 2008 — 2013
Bachelor of Science (BS), Accounting and Finance
Marsh & McLennan Companies, Inc. October 2014 - Present
Thomson Reuters May 2014 - August 2014
The FulServe Group November 2013 - January 2014
Volunteer Income Tax Assistance (Vita) January 2013 - April 2013
Fordham University September 2012 - December 2012
Thomson Reuters May 2011 - December 2011
US Embassy Beijing December 2008 - December 2010
Skills
Accounting, Finance, Auditing, Microsoft Excel, Financial Analysis, Financial Reporting, Microsoft Office, Analysis, Payroll, Access, Financial Modeling, Income Tax, Financial Statements, Corporate Finance, Management, QuickBooks, Accounts Payable, Microsoft Word, Leadership, Internal Controls, Financial Accounting, Excel, Market Research, Annual Reports, Accouting system, Recruiting, SQL, Account Reconciliation, Accounts Receivable, Teamwork, Budgets, Outlook, General Ledger, PHP, SAP, Databases, Operating Systems
Education
Fordham University 2014 — 2015
Master's Degree, Information System, 3.7
Fordham University 2012 — 2014
Master of Business Administration (MBA), Accounting and Business/Management
Baruch College 2012 — 2013
Accounting
Capital Normal University 2005 — 2009
Bachelor, English
效实 2002 — 2005
high school diploma
Transamerica Financial Advisors, Inc. August 2012 - Present
DBS Bank May 2012 - August 2012
Volunteer Income Tax Assistance (VITA) January 2011 - April 2011
Pudong Chamber of Commerce June 2010 - August 2010
Skills
Income Tax, Tax, Mandarin, Analysis, Accounting, QuickBooks
Education
California State University-Northridge 2008 — 2012
Bachelor of Science (B.S.), Accounting
We Settle Taxes May 2013 - August 2013
Volunteer Income Tax Assistance (VITA) February 2012 - April 2012
Lishan Accounting Firm August 2011 - November 2011
Skills
QuickBooks, Microsoft Word, Tax, Auditing, Microsoft Excel, Financial Accounting, Accounting, PowerPoint, Microsoft Office, Financial Reporting, Financial Analysis, Access, Teamwork, Nonprofits, Internal Controls, Analysis
Education
USC Marshall School of Business 2012 — 2014
Bachelor's Degree, Accounting
De Anza College 2009 — 2011
Associate's Degree, Accounting and Business/Management
4moms March 2014 - Present
II-VI Incorporated September 2013 - March 2014
HJ Heinz March 2012 - September 2013
United States Steel Corporation October 2011 - February 2012
United States Steel Corporation March 2010 - September 2011
Allegheny Intermediate Unit August 2010 - December 2010
United States Steel Corporation May 2009 - February 2010
United States Steel Corporation September 2008 - April 2009
United States Steel Corporation May 2008 - August 2008
Volunteer Income Tax Assistance (VITA) January 2008 - April 2008
Skills
Essbase, Hyperion HFM, Cognos, Microsoft Excel, Accounting, Financial Accounting, Journal Entries, Account Reconciliation, Cost Center Management, Internal Controls, Sarbanes-Oxley Act, Financial Analysis, Forecasting, Financial Reporting, General Ledger, Spreadsheet Server, Access Database, Microsoft Office, Microsoft Word, Inventory Control, Inventory Analysis, Inventory Accounting, BPCS, Mainframe, Impromptu, Consolidation, Auditing
Education
Duquesne University 2009 — 2010
Master of Business Administration (MBA), 3.5
Wheeling Jesuit University 2005 — 2008
Bachelor of Science (BS), Accounting, 3.5
UCSD Rady School of Management October 2014 - December 2014
HK & Company, LLP June 2014 - September 2014
Volunteer Income Tax Assistance (VITA) February 2014 - March 2014
College of Alameda September 2011 - October 2012
Skills
QuickBooks, Microsoft Excel, Accounting, Auditing, Microsoft Word, PowerPoint, Microsoft Office, Cantonese, Mandarin, Windows, Bookkeeping, Leadership
Education
Golden Gate University 2015 — 2016
Master of Science in Taxation
University of California, San Diego 2013 — 2015
Bachelor of Arts (B.A.), Economics, UC GPA: 3.814
Foohill College 2013 — 2014
Alameda High School 2008 — 2011
High School Diploma
Crosby Student Center August 2013 - Present
New Venture Lab January 2014 - Present
Volunteer Income Tax Assistance (VITA) January 2014 - Present
Alpha Kappa Psi: Phi Omega October 2013 - Present
Juniper Swim and Fitness April 2012 - August 2013
Skills
Business Modeling, Microsoft Word, Team Leadership, Project Management, News Writing, Proposal Writing, Microsoft Excel, Non-profit Volunteer, Lifeguarding, Crowdfunding
Education
Gonzaga University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Accounting, Sophomore
McCormack Media Services January 2014 - September 2015
Starbucks September 2013 - September 2014
Velvet Hammer Music and Management Group January 2014 - May 2014
Tilly's July 2011 - June 2013
Volunteer Income Tax Assistance (VITA) January 2013 - April 2013
Skills
Merchandising, Retail, Loss Prevention, Visual Merchandising, Store Management, Organized, Communication Skills, Learn Quickly, Dependable Team Player, Motivated, Highly Detail Oriented, Cashiering, Retail Sales, Social Networking, Customer Service, Microsoft Office, PowerPoint, Marketing, Leadership, Communication
Education
Loyola Law School, Los Angeles 2015 — 2018
Juris Doctor (J.D.)
California State University-Northridge 2011 — 2014
Bachelor of Science (BS), Business Management
Granada Hills Charter High School 2007 — 2011
High School
BPE&H, An Accountancy Corporation January 2015 - Present
Dr. Soda January 2014 - January 2015
CNM LLP June 2014 - September 2014
College of Business and Economics - Dean's Office August 2012 - May 2014
Beta Alpha Psi August 2013 - December 2013
Volunteer Income Tax Assistance (VITA) January 2013 - April 2013
Volunteer Income Tax Assistance (VITA) January 2012 - April 2012
Law Offices of Kathleen Maureen O'Dea dba Probate 4 Less June 2011 - December 2011
Glendale Community College, CA 91208 August 2010 - June 2011
Skills
Time Management, Teamwork, Data Entry, QuickBooks, Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Access, Customer Service, Administrative..., Outlook, English, Public Speaking, Research, Crescendo, Tax, Accounts Receivable, Accounts Payable, Account Reconciliation, Accounting, Administrative...
Education
California State University-Northridge 2011 — 2014
Bachelor's Degree, Accounting
Glendale Community College 2008 — 2011
Associate of Arts (AA), Accounting
Cathay Bank August 2014 - Present
Farmers and Merchants Bank June 2013 - August 2014
Cathay Bank March 2011 - June 2013
Volunteer Income Tax Assistance (VITA) October 2009 - May 2010
Skills
Internal Controls, Tax Returns, Accounts Payable, QuickBooks, Accounting, Microsoft Excel, Accounts Receivable, PowerPoint, Financial Reporting, Tax, Financial Accounting, Document Review, FDICIA, Auditing, Internal Audit, Financial Services, Banking, Visio
Education
California State University-Los Angeles 2008 — 2010
B.S., Business Administration, Accounting
QTPM INC April 2014 - September 2015
ERPS Inc. November 2013 - January 2014
Volunteer Income Tax Assistance (VITA) January 2013 - April 2013
Lifecare Center June 2012 - August 2012
Skills
Microsoft Office, Outlook, QuickBooks, Bookkeeping, Spreadsheets, Access, Tax Preparation, TaxWise, Accounting, Tax Returns, Sales Tax, Time Management, Microsoft Excel, Financial Analysis, Accounts Payable, Financial Accounting, Teamwork
Education
City University of New York-Baruch College 2009 — 2014
Bachelor of Business Administration (BBA), Accountancy
Volunteer Income Tax Assistance (VITA) February 2011 - February 2015
Ronald McDonald House Charities of South Florida January 2014 - August 2014
Ronald McDonald House Charities of South Florida October 2012 - December 2013
Macy's November 2012 - December 2012
Equity One, Inc June 2012 - August 2012
Florida State University, University Business Administration Program January 2012 - April 2012
FSU - Hispanic/Latino Student Union July 2011 - April 2012
Bath & Body Works November 2009 - July 2010
Interactive Response Technologies (IRT) March 2009 - August 2009
Skills
Customer Service, Microsoft Office, Human Resources, Event Planning, Spanish, Fundraising, Event Management, Office Management, Social Media, Administrative..., PowerPoint, PeopleSoft, Customer Satisfaction, Microsoft Excel, Microsoft Word, Research, Retail, Non-profits, Outlook, Accounting, Tax Preparation, Legal Writing, Legal Research
Education
University of Miami School of Law 2015 — 2017
Doctor of Law (J.D.)
St. Thomas University 2014 — 2015
Juris Doctor Candidate, Law
Florida State University - College of Business 2010 — 2012
Bachelor's Degree, Business Management/ Human Resources Management - Minor: Hospitality Management
Miami Dade College 2008 — 2010
Associate of Arts, Business Administration
American Senior High School 2006 — 2008
High School Diploma
Kushner, Smith, Joanou & Gregson, LLP January 2015 - Present
National Sandblasting, Inc. Los Angeles July 2009 - December 2014
LKQ June 2014 - September 2014
Volunteer Income Tax Assistance (VITA) October 2012 - June 2013
UCSB Men’s Novice Rowing Team September 2011 - July 2012
Skills
Financial Accounting, Teamwork, Accounting, Microsoft Office, QuickBooks
Education
UC Santa Barbara 2011 — 2013
Bachelor of Arts (B.A.), Economics and Accounting
Fullerton College 2009 — 2011
Associate of Arts (AA), Business Administration, High Honors
Volunteer Income Tax Assistance (VITA) October 2010 - Present
Abiding Travel, Inc. March 2006 - January 2012
Philip Morris USA July 1985 - January 2001
Skills
Customer Service, Event Planning, Team Building, Public Speaking, Recruiting, Strategic Planning, Nonprofits, Leadership, Coaching, Budgets, IRS Certified Tax..., Tax Preparation, Training, Community Outreach, Fundraising, Leadership Development, Microsoft Office
Education
Fisk University 1971 — 1975
Bachelor's of Science Degree, Sociology
Danville High School
Danville, KY
Mather Academy
Camden, SC
Activision May 2014 - Present
Deloitte July 2010 - May 2014
Ernst & Young September 2009 - June 2010
Molina Healthcare January 2008 - September 2009
Volunteer Income Tax Assistance (VITA) January 2007 - June 2008
California State University, Fullerton August 2006 - January 2008
California State University, Fullerton August 2005 - August 2006
Skills
Internal Audit, Operational Risk..., Accounting, Sarbanes-Oxley Act, Auditing, Enterprise Risk..., Data Analysis, GAAP, Account Reconciliation, IT Audit, Financial Statements, Financial Analysis, US GAAP, CPA, Process Improvement, Sarbanes-Oxley, Tax, SOX 404
Education
California State University-Fullerton
Master of Science (M.S.), Accountancy
California State University-Fullerton
Bachelor of Arts (B.A.), Business Administration/Accounting
Metropolitan Entertainment & Convention Authority (MECA) July 2014 - Present
Masimore, Magnuson & Assoc., P.C. January 2012 - July 2014
LeTourneau University September 2010 - December 2011
LeTourneau University October 2008 - December 2011
Ollie Webb Center, Inc May 2010 - August 2010
Volunteer Income Tax Assistance (VITA) January 2010 - April 2010
Skills
Tax Preparation, Accounting, Auditing, Financial Reporting, Microsoft Office, Microsoft Excel, Outlook, PowerPoint, Microsoft Word, QuickBooks, Financial Accounting, Account Reconciliation, General Ledger, Accounts Receivable, Bookkeeping, ProSystem fx Tax, Asset Keeper, CCH ProSystem fx, ProSystem fx Engagement, Payroll, Bank Reconciliation, 1099 Preparation, Financial Statements
Education
LeTourneau University 2008 — 2011
Bachelor of Science, Accounting, 3.8
Millard West High School 2004 — 2008
3.98 unweighted GPA
PricewaterhouseCoopers August 2015 - Present
Burns & Wilcox May 2014 - August 2014
PwC January 2014 - March 2014
Delta Sigma Phi - Alpha Tau Chapter December 2012 - December 2013
Volunteer Income Tax Assistance (VITA) January 2013 - April 2013
Skills
Tax, Financial Accounting, Accounting, Microsoft Excel, Data Analysis, Teamwork, Financial Analysis
Education
Albion College 2011 — 2015
Bachelor of Arts (B.A.), Accounting; Business and Organization
Prudential Financial July 2015 - Present
America Needs You July 2015 - Present
Prudential Financial July 2014 - July 2015
Delaware State University May 2014 - May 2015
Barclays January 2014 - May 2014
Delaware State University August 2011 - May 2014
Volunteer Income Tax Assistance (VITA) December 2013 - March 2014
Monsanto May 2013 - August 2013
Barclays February 2013 - May 2013
Monsanto May 2012 - August 2012
Skills
Microsoft Excel, Finance, Microsoft Office, PowerPoint, Leadership Development, Financial Reporting, Problem Solving, Outlook, Public Speaking, Community Outreach, SAP, Fundraising
Education
Delaware State University 2010 — 2014
Bachelor of Science (B.S.), Finance and Banking
Brandywine High School 2006 — 2010
High School Diploma
Goldman Sachs September 2014 - Present
Goldman Sachs via PrO Unlimited April 2013 - August 2014
Volunteer Income Tax Assistance (VITA) February 2011 - January 2013
Universal Promotions, Edward R. Murrow HS 2009 - 2010
Center for Family Life (CFL) at PS 503/506 2009 - 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Publisher, Microsoft Office, Adobe Acrobat, Taxwise, PaintShop Pro, QuickBooks, Teamwork, Financial Reporting, Tax, Accounting, Financial Accounting, Financial Analysis, Public Speaking, Access
Education
Baruch College 2010 — 2014
Bachelor's Degree
Edward R. Murrow High School 2006 — 2010
Volunteer Income Tax Assistance (VITA) February 2014 - April 2014
Luminer Converting Group May 2011 - August 2013
Friendly's Ice Cream, LLC May 2011 - August 2013
Skills
Spreadsheets, Data Entry, Bookkeeping, Filing, Accounts Payable, Teamwork, Access, Microsoft Word, PowerPoint, Administrative..., Time Management, Accounts Receivable, Microsoft Excel, Accounting, Telephone Skills, Outlook, Payroll
Education
Rider University 2014 — 2015
Master's Degree, Accounting, Graduate
High Point University 2010 — 2014
B.S.BA, Accounting
Monsignor Donovan 2006 — 2010
Lorezno De Medici
Frank, Rimerman + Co. LLP August 2013 - Present
Sony Corporation of America June 2011 - August 2013
Volunteer Income Tax Assistance (VITA) January 2011 - April 2012
Beta Alpha Psi Honors Fraternity, Baruch Chapter August 2010 - May 2011
Y & Y Royal Insurance Agency, Inc September 2008 - May 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Microsoft Outlook, Adobe Acrobat, Corptax Software, RIA Checkpoint, e-Form RS, FAS 500, Hyperion Retrieve, TaxWise, EasyApps Pro, ACCORD Forms, PowerPoint, Outlook, QuickBooks, Tax, Accounting, Finance, Financial Accounting, Auditing
Education
Baruch College 2012 — 2013
Master of Science (MS), Taxation
Baruch College 2008 — 2012
Bachelor of Business Administration (BBA), Accounting, Business Law, Law and Policy
The Bronx High School of Science 2004 — 2008
New York State Honors Regents Diploma
Flying Food Group August 2010 - Present
Coe College August 2008 - May 2010
Volunteer Income Tax Assistance (VITA) January 2010 - April 2010
International Club, Coe College August 2008 - March 2010
JMS-Direct May 2009 - July 2009
Terex Cedarapids Inc October 2008 - July 2009
Sodexo August 2008 - April 2009
Skills
Microsoft Word, Microsoft Excel, Access, Peachtree, Photoshop, Stata, QuickBooks, PowerPoint, Accounting, Auditing, Financial Analysis, Research, Microsoft Office, SPSS, Internal Controls
Education
Coe College 2007 — 2010
Bachelors, Public Accounting, Business Administration, Economics (minor)
Oakland City University 2006 — 2007
Bachelors In Arts, Public Accounting, Business Administration, Economics
Rato Bangala School 1992 — 2002
John Hancock Financial Services May 2015 - Present
PwC September 2011 - May 2015
Cross Country Automotive Services June 2010 - September 2011
Adrian A Gaspar & Company, LLP April 2008 - June 2010
State Street Corporation June 2007 - November 2007
Volunteer Income Tax Assistance (VITA) February 2007 - April 2007
Skills
Accounting, Financial Statements, General Ledger, Account Reconciliation
Education
University of Massachusetts Boston 2008 — 2010
MSA, Masters in Science of Accounting
Isenberg School of Management, UMass Amherst 2003 — 2007
BS, Accounting
Deakin University
KongBasileConsulting LLC July 2015 - Present
ReadiSuite LLC May 2014 - July 2015
Volunteer Income Tax Assistance (VITA) January 2012 - April 2012
KickApps Corporation / Yuku branch October 2009 - September 2010
Memocast 2008 - 2009
Skills
Quality Assurance, Software Quality..., Test Automation, SQL, Testing, JIRA, Financial Reporting, US GAAP, Microsoft Excel, Communication Skills, Financial Statements, Problem Solving, Analytical Skills, QuickBooks, Accounting
Education
San Francisco State University 2008 — 2012
Bachelor of Accounting, Business Administration (Accounting)
Portnov Computer School 2008 — 2009
QA HTML JavaScript
Belarusian State Economic University 2000 — 2004
Economics
Liberty Mutual Insurance July 2015 - Present
RGA Financial Solutions February 2015 - April 2015
Service Credit Union May 2013 - January 2015
Volunteer Income Tax Assistance (VITA) January 2014 - April 2014
Rockland Federal Credit Union December 2011 - January 2013
Skills
Microsoft Office, Microsoft Word, Teamwork, PowerPoint
Education
University of New Hampshire 2014 — 2015
Master's Degree, Accounting
University of New Hampshire 2010 — 2014
Bachelor's Degree, Business Administration: Accounting and Finance
Corvinus University of Budapest
Study Abroad Program in Budapest, Hungary, Fall 2012
Deloitte January 2015 - Present
Financial Accounting Standards Board January 2014 - January 2015
Peak Capital Partners April 2013 - December 2013
Volunteer Income Tax Assistance (VITA) August 2012 - July 2013
Brigham Young University - Marriott School of Management July 2012 - April 2013
Ernst & Young June 2012 - August 2012
Peak Capital Partners May 2011 - July 2012
Brigham Young University - Marriott School of Management April 2012 - June 2012
Brigham Young University September 2009 - September 2011
Port of Vancouver USA July 2009 - August 2009
Skills
Accounting, Financial Modeling, Microsoft Office, Finance, Financial Analysis, Process Improvement, Account Reconciliation, Analysis, Financial Accounting, Auditing, Microsoft Excel, Tax, Leadership, Due Diligence, Corporate Finance, Management, Financial Reporting, Financial Statements, Investments, Mergers & Acquisitions, Cash Flow
Education
Brigham Young University 2012 — 2013
Master of Accountancy, Accounting
Brigham Young University 2006 — 2012
Bachelor's Degree, Accounting
FL Department of Revenue November 2014 - Present
FL Department of Revenue September 2014 - Present
Max Tax Solutions, LLC October 2012 - Present
Florida A&M University College of Law April 2014 - September 2014
Florida A&M University, College of Law June 2012 - December 2012
The Louis Law Firm, PLLC May 2012 - December 2012
Volunteer Income Tax Assistance (VITA) January 2012 - April 2012
Salvagio Law Office May 2011 - March 2012
Law School Admissions Council 2011 - 2012
Education
The Wharton School of University of Pennsylvania 2013 — 2013
Verified Certificate, Financial Accounting
Florida Agricultural and Mechanical University, College of Law 2010 — 2012
Doctor of Law (JD), Law
University of Missouri-Columbia 2004 — 2008
Bachelor of Arts (BA), Major: Political Science, Minor: Business
Zinner & Co. LLP October 2012 - Present
Staples November 2007 - June 2013
Ciuni & Panichi, Inc. January 2012 - April 2012
PNC December 2010 - July 2011
Volunteer Income Tax Assistance (VITA) January 2009 - May 2010
Skills
Sales Tax, Accounting, QuickBooks, Tax Returns, Real Estate, Tax Preparation, Spreadsheets, Peachtree, Tax Accounting, Tax, Financial Accounting, Internal Controls
Education
Cleveland State University 2010 — 2014
Master of Business Administration (M.B.A.), Accounting
Cleveland State University 2009 — 2010
Bachelors of Business Administration, Accounting
Deloitte January 2015 - Present
Calvin College Academic Services January 2012 - December 2014
Deloitte June 2014 - August 2014
Becker Professional Education October 2012 - March 2014
Volunteer Income Tax Assistance (VITA) February 2013 - April 2013
Calvin College September 2010 - January 2013
Skills
Microsoft Office, French, Visual C++, Research, Academic Tutoring, SPSS, Time Management, Leadership, Statistics, Access, Curriculum Design, Community Outreach
Education
Calvin College 2010 — 2014
Bachelor of Science (BS), Public Accounting
SOS Hermann Gmeiner International College 2006 — 2010
International Baccalaureate
Université Stendhal (Grenoble III)
Diplôme Universitaire d'Etudes Français, Diplôme en Langue Française
Landmark Accounts, Inc January 2014 - Present
Software Research Center April 2013 - December 2013
El Compadre Supermarket Corp March 2011 - August 2013
Anderson University, Spanish Department June 2013 - July 2013
Indiana Latino Expo May 2013 - June 2013
Enactus October 2012 - May 2013
Volunteer Income Tax Assistance (VITA) February 2013 - April 2013
Anderson Community Schools Corporation January 2012 - April 2013
Skills
Spanish-English, Microsoft Word, Teaching English as a..., Academic Tutoring, Customer Service, Leadership, Cultural Awareness, Public Relations, Community Outreach, English, Spanish, Time Management, Accounting, Strategic Planning, HTML, Nonprofits, Microsoft Excel, PowerPoint, Management, Microsoft Office, Leadership Development, Public Speaking, Higher Education, Teamwork, Research, Facebook, Social Media, Data Analysis, Event Planning, Teaching, Editing
Education
Anderson University 2011 — 2015
Bachelor of Science (BS), Accounting and Business Information Systems
Anderson High School 2007 — 2011
Academic Honors Diploma
Prima CARE Medical Center September 2012 - Present
Expert Medical Navigation February 2014 - Present
Plymouth Ave Developers, LLC August 2013 - Present
7th Street Management Services, LLC October 2013 - Present
Prima CARE Scholarship Foundation February 2012 - Present
Prima-Care Medical Center September 2007 - August 2012
CVS Caremark Corporation January 2012 - May 2012
Home & Hospice Care of RI. (HHCRI) September 2011 - December 2011
Volunteer Income Tax Assistance (VITA) January 2010 - April 2010
Skills
Strategic Leadership, Healthcare, Financial Analysis, Accounting, Group Presentations, Microsoft Office, Team Building, Management, Budgets, Auditing, Analysis, Finance
Education
Bryant University 2011 — 2012
Masters of Business Administration (MBA), Honors
UMass Dartmouth 2007 — 2011
Bachelors of Science, Accounting & Finance
United States Marine Corps July 2012 - June 2013
BevMo! June 2010 - May 2013
Volunteer Income Tax Assistance (VITA) November 2009 - April 2010
Mount San Antonio College or Mt. SAC June 2009 - August 2009
Skills
Customer Service, Microsoft Word, PowerPoint, Microsoft Excel, Sales, Accounting, Retail, Data Entry, Team Building, Financial Accounting, Microsoft Office, Marketing, Telephone Skills, Financial Reporting, Time Management, Event Planning, Social Media, Inventory Management, Leadership
Education
Concordia University-Irvine 2007 — 2011
Bachelor, Accounting
Lutheran High School, La Verne 2003 — 2007
High School Diploma, General Education
White Deer Energy June 2015 - Present
The Sterling Group June 2013 - June 2015
Ernst & Young September 2012 - June 2013
MaloneBailey, LLP October 2010 - September 2012
BYU Bookstore October 2006 - May 2010
Volunteer Income Tax Assistance (VITA) February 2010 - April 2010
Internal Revenue Service June 2009 - August 2009
The Church of Jesus Christ of Latter-day Saints February 2004 - March 2006
Skills
Audit, Auditing, SEC reporting, Accounts Payable, Accounting, Excel, Microsoft Office, Word, Financial Reporting, Mandarin, PowerPoint, Chinese, Financial Accounting, Microsoft Excel, SEC filings, Internal Controls, Microsoft Word, Account Reconciliation, GAAP, Financial Analysis, CPA, Leadership, Analysis
Education
Brigham Young University 2003 — 2010
Bachelor of Science (BS), Accounting
U.S. Department of Veterans Affairs May 2015 - August 2015
Greater Jamaica Development Corporation February 2015 - April 2015
Volunteer Income Tax Assistance (VITA) January 2015 - April 2015
York College (The City University of New York) January 2014 - December 2014
Brooklyn Public Library June 2009 - May 2010
New Dimensions in Care March 2009 - June 2009
Skills
Teaching, Microsoft Office, Youth Mentoring, Tutoring, Academic Tutoring, Teamwork, Microsoft Word, Microsoft Excel, Eviews, Proficient Typing Skills, Mentoring, Organized Multi-tasker, Research, Community Outreach, Mathematics, Editing, Public Speaking, Event Planning, Training, Strategic Leadership, Tax Preparation, Income Tax, Accounting, PowerPoint, Auditing, Data Entry, Financial Analysis, Time Management, Customer Service, Leadership
Education
CUNY York College 2012 — 2016
Bachelor's degree of Science in Accounting, Accounting, GPA: 3.912
School For Democracy and Leadership 2008 — 2012
Advanced High School Diploma
Girolamo & Co. December 2013 - Present
Bookstein Tax Clinic January 2012 - May 2012
Volunteer Income Tax Assistance (VITA) February 2011 - April 2011
Wells Fargo Bank 1997 - 2003
Skills
Accounting, Financial Accounting, Tax Preparation, Financial Audits, Quickbooks, Drake Tax Software, Payroll Services, CPA, Income Tax
Education
California State University-Northridge 2010 — 2012
Bachelor of Science (BS), Accounting
Moorpark College
EY September 2014 - Present
Film Forum January 2014 - August 2014
Unidos Financial Services INC June 2012 - January 2014
Volunteer Income Tax Assistance (VITA) January 2012 - April 2012
PricewaterhouseCoopers August 2007 - August 2009
Guangdong Qi Ming Xing, Certified Public Accountants March 2007 - April 2007
Skills
Accounting, Financial Accounting, Financial Analysis, Auditing, Financial Reporting, Account Reconciliation, Team Leadership, Microsoft Excel, Income Tax, Finance, Outlook, QuickBooks, MS Excel, MS Excel Macros, MS Word, MS PowerPoint, ACL, Bloomberg Terminal, ThomsonOne, MS Access, Lotus Notes, TaxWise
Education
City University of New York-Baruch College 2012 — 2014
Master of Science (MS), Accounting
International Center New York 2010 — 2012
English Language and Literature, General
Guangdong University of Foreign Studies 2002 — 2007
Dual Bachelor, Accounting, E-commerce
Grant Thornton LLP June 2015 - Present
Batyr & Co, CPAs September 2013 - Present
La Galleria May 2011 - September 2014
Volunteer Income Tax Assistance (VITA) January 2013 - March 2014
Skills
Microsoft Word, PowerPoint, Customer Service, Teamwork, Team Leadership, Sales, Microsoft Excel, Social Media, Time Management, Microsoft Office, Leadership, QuickBooks, Accounting, Event Planning, Access, Social Networking, Research, Communication, Public Speaking
Education
Fordham University 2012 — 2016
Bachelor's Degree, Accounting
Eastchester High School 2009 — 2012
High School Diploma
Syed Professional Services January 2015 - May 2015
Volunteer Income Tax Assistance (VITA) January 2013 - April 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Data Entry, QuickBooks, Customer Service, Teaching, Accounting, Public Speaking, Statistics, Editing, Spreadsheets, Data Analysis, Bookkeeping, Spanish
Education
City University of New York-Brooklyn College 2010 — 2015
Bachelor's Degree, Accounting
Moss Adams LLP October 2013 - Present
Strategic Partners, Inc. March 2012 - September 2013
Volunteer Income Tax Assistance (VITA) January 2012 - March 2012
Hope4Homes February 2010 - February 2012
Skills
Skilled in customer..., Detailed-oriented, Team work, Journal Entries, Microsoft Excel, Teamwork, Finance, Management, Sarbanes-Oxley Act, CPA, Software Documentation, Access, Data Entry, Tax Returns, Lacerte, Financial Analysis, Budgets, Internal Audit, Spreadsheets, Corporate Tax, Tax Research, Accounting
Education
California State University-Northridge 2008 — 2013
Bachelor of Science (BS), Accountancy
Latin Flavor Catering January 2011 - October 2012
Volunteer Income Tax Assistance (VITA) January 2011 - April 2011
Los Ángeles Valley College January 2004 - January 2007
Traveland.com January 2000 - January 2004
Skills
Customer Experience, Always Willing to Learn, Positivity, Follow Directions, Enthusiasm to learn, Problem Solving, ability to conduct...
Education
California State University-Northridge 2008 — 2011
Bachelor of Applied Science (BASc), Finance
Los Angeles Valley College 2004 — 2008
Associate of Arts (AA), Economics
KPMG August 2014 - Present
Fifth Third Bank June 2012 - July 2014
Texas Instruments January 2011 - June 2011
Northwestern Mutual Life May 2010 - January 2011
Chinese Student and Scholar Association April 2010 - December 2010
Reaching International Students for Education January 2009 - May 2010
Volunteer Income Tax Assistance (VITA) January 2010 - April 2010
Indiana University Purdue University Indianapolis December 2009 - January 2010
Indiana University, Technology Foundations K201 September 2008 - May 2009
Indiana University Bloomington Office of International Services September 2008 - December 2008
Skills
Microsoft Excel, SAP, Business Objects, Remedy AR System, Concur, Access, Hyperion Enterprise, TM1, Bluezone, Account Reconciliation, ACE, PowerPoint, Visio, Time Management, Leadership, Finance, Analysis, Financial Analysis, Financial Modeling, Corporate Finance, Auditing, Microsoft Office, Data Analysis, Outlook, Accounting, Financial Accounting, Financial Reporting, Microsoft Word
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science (B.S.), Accounting, Finance, and Minor in Psychology
Zionsville High School 2006 — 2007
Univerisity High School 2003 — 2006
TAXPOND LLC January 2014 - Present
Carol Veith January 2014 - Present
CliftonLarsonAllen December 2007 - December 2013
LarsonAllen February 2006 - April 2007
Volunteer Income Tax Assistance (VITA) January 2005 - April 2005
Adium Marketing / Petro Plus 1999 - 2004
Skills
Office Technology Leader, Tax, Non-profits, Income Tax, Corporate Tax, Accounting, Tax Returns, Financial Planning, Financial Reporting, Tax Preparation, Small Business, Bookkeeping, Auditing, Individual Taxation, Tax Research, Tax Accounting, ProSystem fx Tax, Fixed Assets, QuickBooks, Partnership Taxation, GAAP, S Corporations, General Ledger, Financial Accounting, Internal Controls, Assurance, Accounts Payable, Accounts Receivable, CPA, Financial Statements, Single Audit, Sales Tax, US GAAP, Accountants, Account Reconciliation, Nonprofits
Education
College for Financial Planning 2010 — 2012
Financial Planning
St. Cloud State University 2003 — 2005
Bachelor of Applied Science (BASc), Accounting
Central Lakes College-Brainerd 2000 — 2003
Associate of Arts (AA)
Onamia
Valedictorian
Department of Mathematics September 2012 - Present
Sinolink Securities July 2014 - August 2014
The Bank of East Asia, Limited June 2014 - July 2014
Global Brigades, Inc. March 2012 - March 2012
Volunteer Income Tax Assistance (VITA) 2012 - 2012
Skills
Statistics, Matlab, Python, Actuarial Exams, Microsoft Excel, Research, PowerPoint, Microsoft Office, Higher Education, Public Speaking, Microsoft Word, Teaching, Data Analysis, Teamwork, Event Planning, C++
Education
University of Chicago 2015 — 2016
Master of Science (MS), Financial Mathematics
Indiana University Bloomington 2010 — 2014
Bachelor of Science (BSc), Finance, Mathematics
University of Oxford 2012 — 2012
Study abroad, Cross Cultural Management
Kerber, Eck, and Braeckel August 2011 - Present
Illinois State University Motorcycle Safety Program May 2012 - October 2013
Ace Hardware January 2011 - June 2011
Gerstner Plumbing Company November 2009 - August 2010
Volunteer Income Tax Assistance (VITA) January 2009 - April 2010
City of Breese Golf Course July 2008 - August 2009
Foppe Ace Hardware October 2005 - November 2008
City of Breese Park District May 2008 - August 2008
Skills
Accounting, Tax, CCH ProSystem fx, Excel, Customer Service, ProSystem fx Tax, Word, Microsoft Office, PowerPoint, Quickbooks, Outlook, Problem Solving, Teamwork, General Ledger, Auditing, Retail, Adobe Acrobat, Tax Accounting, Tax Preparation, S Corporations, Inventory Management, Financial Reporting, Financial Accounting, Reconciliation, Coaching, Data Entry, QuickBooks, Account Reconciliation, Microsoft Excel, Microsoft Word
Education
University of Illinois Springfield 2011 — 2013
Master of Arts (M.A.), Accounting
Illinois College 2007 — 2010
Bachelor's of Science, Accounting, Finance, Business Administration
Wayne's Beverage March 2015 - Present
Reliant Fire Hose Testing Inc June 2015 - August 2015
Orange County Clerks office May 2015 - August 2015
Volunteer Income Tax Assistance (VITA) January 2015 - April 2015
Avenue Eatz February 2015 - March 2015
Tam Enterprises Incorporated May 2012 - August 2014
Skills
Microsoft Office, Teamwork, Leadership, Trained Fireman
Education
Cabrini College 2013 — 2017
Bachelor’s Degree, Accounting
Hudson Valley Community College 2013 — 2014
Associate’s Degree, Business Administration and Management, General
Philadelphia District Attorney's Office September 2015 - Present
Swarthmore College Career Services August 2013 - Present
OnTheSpot September 2013 - September 2015
Office of Congresswoman Judy Chu June 2015 - August 2015
Student Budget Committee (SBC) January 2014 - December 2014
Swarthmore College Fencing Team August 2013 - August 2014
Volunteer Income Tax Assistance (VITA) January 2014 - May 2014
City of Pasadena, Department of Housing June 2012 - August 2012
Public Counsel, Community Development Department April 2012 - June 2012
Los Angeles District Attorney's Office, Trial Support Division June 2010 - July 2010
Skills
Quantitative Research, R, Stata, Microsoft Excel, Chinese, Python, C++, ArcGIS, Photoshop, Public Speaking, Microsoft Office, PowerPoint, Microsoft Word, Research, Social Media, Event Planning, Editing, English, Community Outreach, Political Science, Public Policy, Nonprofits, Fundraising, Teaching, Spanish, GIS, Data Analysis, Writing, Qualitative Research, Statistics, Policy Analysis, Leadership, Management, Communication, International Relations, Program Development
Education
Swarthmore College 2012 — 2016
Bachelor of Arts (B.A.), Political Science Honors Major; Public Policy Honors Minor; Chinese Course Minor, Senior
National Taiwan University 2013 — 2013
Intensive Chinese Language Program, Mandarin Chinese
Beijing Language and Culture University 2011 — 2011
Intensive Chinese Language Program, Mandarin Chinese
Express Scripts January 2015 - Present
Monsanto July 2013 - December 2014
Lou Fusz Toyota March 2011 - June 2013
Volunteer Income Tax Assistance (VITA) January 2013 - April 2013
The Mission Continues October 2012 - December 2012
US Navy July 2005 - June 2009
Skills
Leadership, Microsoft Excel, Accounting, Microsoft Office, Access, Microsoft Word, Customer Service, Analysis, Auditing, SAP, Financial Analysis, Military, Tax Preparation, Financial Reporting, Income Tax, OneSource Property Tax..., Time Management
Education
University of Missouri - St. Louis 2011 — 2014
BSBA in Finance, Minor in Accounting
University of Missouri-Columbia 2009 — 2010
General Studies
Central Texas College 2007 — 2008
General Studies
Ritenour High School 2001 — 2005
High School Diploma
Lanyon July 2014 - Present
Volunteer Income Tax Assistance (VITA) February 2013 - April 2014
Santa Cruz Biotechnology May 2013 - December 2013
Celestica February 2012 - June 2012
Bosch China July 2010 - February 2011
Skills
SAP, Accounting, Invoicing, Leadership, Microsoft Excel, General Ledger, QuickBooks, Federal Income Tax, Accounts Payable, Accounts Receivable, Auditing, Bookkeeping, Balance Sheet, Budgets, Inventory, P&L Analysis, Financial Statement..., Databases, Financial Reporting, Microsoft Word, Customer Service, Financial Accounting, Account Reconciliation, Client Relationship..., Client Relationship..., GAAP, General Accounting, Cost Accounting, Research and Analysis, GAAS, Investigation, Troubleshooting, Financial Analysis, Banking, Accounting Validation, Collaboration, Risk Assessment, Microsoft Office
Education
The University of Texas at Dallas
Master of Science (MS), Accounting, 3.92
Suzhou University 2007 — 2011
Bachelor of Arts (BA), Broadcasting
Cummins Inc. March 2015 - Present
Cummins Inc. August 2013 - March 2015
Cummins, Inc August 2011 - August 2013
Indiana University Bloomington August 2010 - May 2011
Cummins, Inc June 2010 - August 2010
John Deere April 2010 - May 2010
Volunteer Income Tax Assistance (VITA) January 2009 - April 2010
Cummins, Inc May 2009 - August 2009
Skills
Business Process..., Data Analysis, Adaptability, Business Valuation, Forecasting, Finance, Internal Controls, Analysis, Sarbanes-Oxley Act, Internal Audit, Business Analysis, Budgets, Cost Accounting, Valuation, Business Planning, Business Process, Management, Investments, Financial Analysis, Financial Modeling, Financial Reporting, Sarbanes-Oxley, Accounting, Corporate Finance
Education
Kelley School of Business, Indiana University 2009 — 2011
Master of Business Administration, Accounting
Indiana University - Kelley School of Business 2006 — 2011
Bachelor of Science, Finance and Accounting
Spec Turner Music August 2013 - Present
Amerisave Mortgage Corporation September 2011 - August 2013
Da Source Kode Media 2012 - 2012
Tracsquad Recordings, LLC March 2010 - September 2011
Fulton County Elections January 2007 - September 2011
Resources for Residents and Communities June 2009 - June 2010
Volunteer Income Tax Assistance (VITA) January 2010 - April 2010
Emma Bowen Foundation May 2004 - August 2008
SIFE October 2007 - May 2008
Clear Channel Radio May 2004 - September 2007
Skills
Social Media, Research, Public Speaking, Data Analysis, Facebook, Data Entry, Program Management, Project Management, Strategic Planning, Marketing, Event Planning, Social Networking, Social Media Marketing, PowerPoint, Leadership, Microsoft Office
Education
American Intercontinental University 2010 — 2011
M.B.A, Management
University of West Georgia 2004 — 2008
Bachelor of Business Administration, Marketing
AVGOL January 2013 - Present
Pace Communications May 2011 - January 2013
Volunteer Income Tax Assistance (VITA) January 2011 - April 2011
Navis Global, LLC December 2001 - January 2009
MGM Transport Corporation February 2000 - December 2001
Cox Motor Express May 1998 - November 1999
Excel Cargo Services, Inc November 1993 - November 1997
Skills
General Ledger, QuickBooks, Internal Controls, Tax Preparation, Account Reconciliation, Data Entry, Bank Reconciliation, Accruals, Journal Entries, Accounts Payable, Sales Tax, Filing, Balance Sheet, Fixed Assets, Tax Returns, Financial Accounting, Expenses, Accounting Applications, Petty Cash, Sage, Accounting, Payments, Accounts Receivable, Bookkeeping, Financial Statements, Managerial Finance, Income Tax, Invoicing, Internal Audit, Cash Receipts, Microsoft Excel, Revenue Recognition, Sarbanes-Oxley Act, Accountants, Auditing, Year End Accounts, Balance, Cash Flow Forecasting, Job Costing, Variance Analysis, Project Accounting, Cash Flow, Cash, Mas 90, GAAP, Payroll Taxes, Year-end Close, Cost Accounting, Payroll, Tax
Education
Gardner-Webb University 2013 — 2015
Bachelor of Science (B.S.), Accounting
Randolph Community College 2012 — 2013
Accounting
Guilford Technical Community College 2009 — 2011
Associate Degree, Accounting
Trinity High School 1985 — 1989
High School Diploma
Advantex Professional Services November 2013 - Present
Kforce June 2013 - November 2013
PwC September 2011 - June 2013
Larson & Rosenberger LLP September 2010 - September 2011
Roger CPA Review January 2008 - June 2010
Volunteer Income Tax Assistance (VITA) January 2010 - April 2010
Soren McAdam Christenson LLP January 2010 - April 2010
Skills
GAAP, Auditing, Accounting, Financial Statements, SEC filings, US GAAP, Assurance, Tax Returns, Internal Controls, Financial Reporting, Tax, Tax Preparation, Financial Accounting, CPA, Analysis, Statutory Accounting, ProSystem fx Tax, Income Tax, Account Reconciliation, External Audit, General Ledger, Revenue Recognition, SOX Compliancy, Recruiting, Executive Search, Business Development, Sourcing
Education
Cal State San Bernardino 2005 — 2010
Bachelor's Degree, Business Administration; Accounting, GPA: 3.46
Entertainment Partners August 2015 - Present
Volunteer Income Tax Assistance (VITA) January 2015 - Present
Lakas Mentorship Program August 2014 - Present
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Social Networking
Education
California State Polytechnic University-Pomona 2012 — 2015
Bachelor's Degree, Accounting
Notre Dame High School
Defense Logistics Agency September 2010 - Present
Jackson Hewitt Tax Service Inc. December 2009 - April 2010
Volunteer Income Tax Assistance (VITA) December 2008 - April 2009
Free Medical Clinic of Northern Shenandoah Valley, Inc May 2008 - August 2008
Skills
Federal Government, Microsoft Office, Customer Service, Government Contracting, Security Clearance, Microsoft Excel, Microsoft Word, DoD, Government Procurement, Defense Contracting, PowerPoint, Data Entry, Source Selection, Teamwork, Business Administration, Tax Preparation, Written Communication, Government Contract..., Training, Market Research, Pre-award, Invoicing, Contract Negotiation, Contract Management, Contract Law, Outlook, Strategic Planning
Education
University of Mary Washington 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General
Christopher Newport University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
Defense Acquisition University
DAU Certified Acquisition Professional, Contracting Level I and II
PwC August 2015 - Present
Kamens & Associates, LLC March 2015 - June 2015
Sheraton Brooklyn New York Hotel September 2014 - December 2014
Volunteer Income Tax Assistance (VITA) March 2014 - April 2014
Bank of China June 2011 - September 2011
Orient Securities Company Limited January 2011 - March 2011
Skills
Financial Accounting, MS Excel Pivot Tables, Vlookup, Auditing, Bookkeeping, Tax Preparation, QuickBooks, Microsoft Excel, Access, US GAAP, UK GAAP, Bloomberg Terminal, ProSeries, Teamwork, Microsoft Office, Microsoft Word
Education
Pace University - Lubin School of Business 2012 — 2015
Public Accounting, Master's degree
University of Surrey 2010 — 2012
Business Management, Bachelor's degree (Exchange Program)
Dongbei University of Finance and Economics 2008 — 2012
Business Management (Minor: Finance), Bachelor's degree
Pacific Crest Drum & Bugle Corps December 2014 - Present
Blue Devils Performing Arts December 2011 - Present
Valencia High School August 2014 - Present
Blue Devils Performing Arts January 2012 - August 2014
Sky High Sports January 2013 - May 2014
Volunteer Income Tax Assistance (VITA) January 2013 - April 2014
Skills
Finance, Accounting, Leadership, Music, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Teamwork, Customer Service, Social Media, Public Speaking, Nonprofits, Social Networking, Windows, Event Planning, Teaching, Customer Satisfaction, Outlook, Team Building, Telephone Skills, Editing, Critical Thinking, Team Leadership
Education
California State University-Northridge 2010 — 2015
Finance
West Ranch High School 2006 — 2010
Caselle, Inc. July 2015 - Present
Entrata April 2015 - July 2015
Caselle, Inc. December 2014 - April 2015
Caselle, Inc. December 2009 - April 2015
Caselle, Inc. April 2005 - April 2015
Caselle, Inc. April 2005 - April 2015
FPS GOLD September 2003 - April 2005
Volunteer Income Tax Assistance (VITA) January 2001 - April 2002
Skills
Financial Reporting, Accounting, Accounts Payable, Financial Analysis, Customer Service, General Ledger, Management, Budgets, Microsoft Office, Microsoft Excel, Account Management, Team Building, Managerial Finance, Microsoft SQL Server, SQL, Business Analysis, Analysis, Access, Banking, Financial Accounting, Financial Statements, Cash Management, QuickBooks, Accounts Receivable, Fixed Assets, GAAP, Invoicing
Education
Eastern New Mexico University 2006 — 2008
MBA, Business
Utah Valley University 2000 — 2002
Bachelor of Science, Accounting
Dixie State University 1998 — 1999
Associate of Science, General
Wasserman Media Group September 2015 - Present
Sports and Entertainment Business Network December 2014 - Present
Future Business Leaders of America-Phi Beta Lambda (FBLA-PBL) April 2015 - September 2015
Bruins Career Foundation March 2015 - September 2015
Bruin Leaders Project March 2014 - September 2015
Academies for Social Entrepreneurship January 2015 - June 2015
Volunteer Income Tax Assistance (VITA) December 2014 - June 2015
Edubase October 2014 - May 2015
3 Day Startup March 2015 - March 2015
UCLA Marketing in the Music Industry Course March 2014 - June 2014
Skills
Marketing Strategy, Customer Service, Leadership Development, Motivational, Time Management, Microsoft Word, PowerPoint, Microsoft Office, Written and Verbal..., Analytical Skills, Organization Skills, Personable, Team Leadership, Microsoft Excel
Education
University of California, Los Angeles 2013 — 2016
Bachelor's Degree, Economics, 3.5
UCLA Anderson School of Management 2015 — 2015
Center for Management of Enterprise in Media, Entertainment & Sports
El Camino College 2010 — 2013
Associate’s Degree, Business Administration, Economics, 3.80
Sharrard McGee & Co. P. A. September 2014 - Present
Smith Miller & Buff, CPA, PA August 2012 - September 2014
ECR Software Corporation January 2012 - July 2012
Volunteer Income Tax Assistance (VITA) January 2012 - April 2012
Skills
Accounting, Tax Accounting, Income Tax, Tax Preparation, Corporate Tax, Auditing, External Audit, Nonprofits, Partnership Taxation, Microsoft Office, Microsoft Excel, Tax Returns
Education
Appalachian State University 2011 — 2012
Master’s Degree, Accounting
Appalachian State University 2007 — 2011
Bachelor’s Degree, Accounting
National Association of Black Accountants (NABA) - Philadelphia Chapter July 2015 - Present
Volunteer Income Tax Assistance (VITA) January 2015 - April 2015
Public Workers Cooperative Credit Union 2011 - 2012
Bank of America March 2009 - March 2010
Education
Keller Graduate School of Management of DeVry University
Master’s Degree, Masters in Accounting & Financial Management (MAFM)
Temple University - Fox School of Business and Management
Bachelor of Business Administration (BBA), Finance Major, Accounting Minor
Deloitte June 2014 - Present
Yardley Makefield Tennis July 2007 - May 2014
Volunteer Income Tax Assistance (VITA) February 2013 - April 2013
Subrogation Strategies June 2011 - August 2011
Skills
Leadership, Microsoft Office, Management, Microsoft Excel, PowerPoint
Education
Bentley University 2011 — 2015
University College Dublin 2014 — 2014
Notre Dame High School 2007 — 2011
PwC March 2015 - Present
PwC July 2014 - March 2015
PwC July 2013 - July 2014
The Butler Business Accelerator December 2011 - December 2012
Deloitte June 2012 - August 2012
Camp Arcadia May 2011 - August 2011
Volunteer Income Tax Assistance (VITA) January 2011 - May 2011
Camp Arcadia May 2010 - August 2010
Skills
Internal Controls, SAP, ERP, IT Audit, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Writing, Editing, Hyperion Enterprise, Excel, Analysis
Education
Butler University 2009 — 2013
Bachelor's, Accounting & Finance Majors, Mathematics Minor, GPA: 3.8
Hall Consulting Services November 2011 - December 2013
Volunteer Income Tax Assistance (VITA) January 2011 - April 2012
Kaplan University August 2011 - November 2011
Johnny Session CPA Firm June 2010 - July 2011
WANM 90.5 The Flava Station November 2006 - June 2011
Wachovia, A Wells Fargo Company June 2010 - November 2010
Camp Adventure Youth Services 2006 - 2007
Skills
Customer Service, Auditing, Training, Budgets, Time Management, Recruiting, Marketing, Sales, Account Reconciliation, General Ledger, Accounting, Financial Analysis, Financial Reporting, Networking, Tax, Credit, QuickBooks, Microsoft Excel, Employee Benefits, Financial Accounting, Small Business, Access
Education
Florida A&M University 2009 — 2011
MBA, Business Administration
Florida Agricultural and Mechanical University 2005 — 2009
Bachelor of Science in Accounting, Accounting
EY June 2015 - August 2015
Deloitte China January 2014 - February 2014
PwC September 2013 - November 2013
Goizueta Business School February 2012 - February 2013
Asian American Legal Advocacy Center, Inc. (AALAC) of Georgia May 2012 - July 2012
Volunteer Income Tax Assistance (VITA) February 2012 - April 2012
Goizueta Business School January 2011 - January 2012
Emory University January 2010 - January 2012
PwC xACT 2011 Case Competition October 2011 - October 2011
(DNV GL - Oil & Gas (formerly GL Noble Denton)) June 2010 - July 2011
Skills
Analysis, Public Speaking, Leadership, Financial Analysis, PowerPoint, Data Analysis, Access, Microsoft Excel, Corporate Finance, Microsoft Office, Research, Accounting, Finance, Microsoft Word
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Master of Science in Taxation
Emory University 2009 — 2013
Bachelor of Business Administration, Accounting
The Pennington School 2007 — 2009
GED
Shi Xi Zhong Xue
Internal Revenue Service March 2013 - Present
United States Marine Corps September 2005 - Present
Volunteer Income Tax Assistance (VITA) October 2010 - March 2011
Skills
Office Administration, Tax Preparation, Accounting, Leadership, Microsoft Excel, Government, PowerPoint, Access, Bookkeeping, Budgets, Financial Analysis, Microsoft Office, Policy, Outlook, Research, Data Entry, Program Management, Process Improvement, Customer Service, Microsoft Word, Security Clearance, Military, Public Speaking, Team Building, Management, Time Management, Project Management, Training, Team Leadership, Military Experience, Tax, Finance, DoD
Education
St. Joseph's College 2015 — 2017
Executive M. B. A., Business Administration and Management, General
Dowling College 2013 — 2015
Bachelor In Business Administration (BBA), Accounting, 3.6 GPA
Suffolk County Community College 2011 — 2013
Associate In Science (AS) with Highest Distinction, Accounting, 3.9 GPA
Volunteer Income Tax Assistance (VITA) January 2015 - April 2015
Skills
Ability to meet..., Working while studying..., Enthusiastic,..., Microsoft Office..., Language skills,Fluent...
Education
Dixie State University 2014 — 2015
Bachelor of Science (B.Sc.), Accounting-Taxation
Bangalore University 2008 — 2012
Bachelor of Commerce, Accounting
IIJT (India Institute of Job oriented training) 2012 — 2013
Complete Business Accountant (CBA), Accounting and Finance
Cours secondaire Methodiste 2007 — 2008
Terminale D, Baccalaureat scientifique, A-
College Notre Dame du Plateau 2002 — 2003
Brevet d'Etude du Premier Cycle (BEPC)
QuickbooksProAdvisors USA LLC
Accounting
Volunteer Income tax assistance (VITA) December 2014 - Present
Pick Up Stix May 2014 - Present
Zulema Jacobo March 2013 - April 2014
Fiesta Publications June 2012 - September 2012
Skills
Microsoft Office, Canon DSLR, Photoshop, Lightroom, Web Design, AutoCAD, Woodworking
Education
California State University-Northridge 2012 — 2016
Bachelor's Degree, Marketing/Marketing Management, General
Alhambra High School 2009 — 2012
High School, University Preparation
Brandon & Tibbs Accountants January 2014 - Present
Hayashi & Wayland June 2013 - August 2013
Volunteer Income Tax Assistance (VITA) January 2013 - April 2013
National Veterans Transition Services, Inc January 2012 - May 2012
Star Mart July 2007 - May 2011
National University July 2009 - October 2009
Skills
Accounting, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Time Management, Management, Customer Service, Public Speaking, Teamwork, Research, Financial Accounting, Leadership, Financial Statements, Event Planning, Social Networking, QuickBooks, Team Management
Education
California State University-Monterey Bay 2011 — 2013
Bachelor of Science (B.S.), Business Administration: Accounting, Senior
Heald College-Fresno 2008 — 2010
Associate of Arts (A.A.), Business Administration Software Technologies
Glencore July 2015 - Present
Volunteer Income Tax Assistance (VITA) January 2015 - April 2015
The Suffield House May 2014 - January 2015
Westminster School April 2014 - May 2014
High Point University August 2013 - December 2013
Skills
Microsoft Word, Social Media, Leadership, Accounts Receivable, Account Reconciliation, Data Entry, Access, Outlook, SAP, QuickBooks, Payroll
Education
High Point University 2011 — 2015
B.S.B.A, Accounting
California Family Health Council July 2015 - Present
Alpha Medical Pharmacy March 2012 - Present
Volunteer Income Tax Assistance (VITA) February 2015 - April 2015
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Teamwork, Customer Service
Education
California State University-Fullerton 2011 — 2015
Bachelor’s Degree, Business Administration, Concentrating in Accounting
JPMorgan Chase & Co. July 2015 - Present
JPMorgan Chase June 2014 - August 2014
Volunteer Income Tax Assistance (VITA) January 2014 - April 2014
Sunshine Trading Company 2012 - 2013
1to1Tutor 2011 - 2013
American Red Cross 2010 - 2012
Tallahassee Memorial HealthCare 2009 - 2010
Skills
Tax Accounting, Forensic Accounting, Microsoft Word, Microsoft Excel, PowerPoint, Hindi, Kannada, Microsoft Office, Time Management, Tax Preparation, Journal Entries, Critical Thinking, Teamwork, Data Entry, Purchasing, Access, Finance
Education
Florida Agricultural and Mechanical University 2010 — 2014
Bachelor's degree, Accounting and Business/Management
JG Boswell Company January 2013 - Present
Pasadena City College August 2014 - Present
Self Employed September 2012 - Present
Eadie and Payne, LLP July 2010 - January 2013
Volunteer Income Tax Assistance (VITA) January 2010 - April 2010
Becker Professional Education June 2009 - March 2010
Nordstrom May 2004 - December 2009
Volunteer Income Tax Assistance (VITA) January 2009 - April 2009
Boomers November 2000 - January 2005
Skills
Oracle, Financial Reporting, Corporate Budgeting, CPA, Accounting, Income Tax, Bookkeeping, QuickBooks, Forensic Accounting, Tutoring, Microsoft Office, Auditing, Tax Returns, Tax Preparation, GAAP, Financial Accounting, Budgets, Analysis, General Ledger, Internal Controls, Corporate Tax, Recruting, Fixed Assets, Journal Entries, US GAAP, Tax, Tax Accounting, Sales Tax, Account Reconciliation, Microsoft Excel, Financial Analysis
Education
California State University-San Bernardino 2002 — 2010
Bachelor of Science, Business Administration; Accounting Concentration
Volunteer Income Tax Assistance (VITA) January 2014 - Present
Centaline Investment Consultants June 2013 - August 2013
Essence Security Operational Department June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Sellers, Customer Service, Strategic Planning, Financial Analysis, Financial Accounting, Corporate Finance, Strategic Financial..., Financial Services, Personal Finance
Education
San Francisco State University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Diablo Valley College 2009 — 2011
Business Administration and Management, General
St. Thomas University School of Law July 2014 - May 2015
St. Thomas University School of Law July 2013 - May 2015
Eleventh Judicial Circuit of Florida - Probate Division January 2015 - April 2015
Volunteer Income Tax Assistance (VITA) January 2014 - April 2015
St. Thomas University School of Law August 2014 - December 2014
St. Thomas University School of Law August 2013 - May 2014
United States District Court for the Southern District of Florida May 2013 - July 2013
Zumpano, Patricios & Winker, P.A. October 2009 - July 2011
Skills
Microsoft Office, Legal Research, Legal Writing, Tax Law, Contract Law, Leadership, LexisNexis, Westlaw, Editing, Research, Microsoft Word, International Business..., Litigation
Education
University of Florida - Fredric G. Levin College of Law 2015 — 2016
Master of Laws (LL.M.), Tax Law/Taxation
St. Thomas University School of Law 2013 — 2015
Juris Doctor (J.D.), Cum Laude
Florida International University - College of Business 2003 — 2007
Bachelor's Degree, Finance and Economics
Gutter Chaves Josepher Rubin Forman Fleisher Miller P.A. July 2015 - Present
Beller Smith PL 2014 - 2015
Deloitte Tax 2013 - 2014
Volunteer Income Tax Assistance (VITA) December 2011 - April 2012
Honorable Sandra Perlman – 17th Judicial Circuit Court of Florida May 2011 - August 2011
Merrill Lynch August 2007 - December 2007
Skills
Legal Research, Securities, Legal Writing, Estate Planning, Litigation, Corporate Finance, Due Diligence, Capital Markets, Private Equity, Bankruptcy, Commercial Litigation, Courts, Legal Issues, Pleadings, Trials
Education
University of Florida - Fredric G. Levin College of Law 2012 — 2013
Master of Laws (LL.M.), Taxation
St. Thomas University School of Law 2009 — 2012
Juris Doctor, May 2012
Florida Atlantic University 2006 — 2009
Bachelor of Science, Finance
Insurance Office of America, Entertainment Division (Formerly known as Bachrach & Associates) March 2014 - Present
United Security Investors September 2013 - December 2013
Communication Disorders & Sciences October 2010 - September 2013
Volunteer Income Tax Assistance (VITA) December 2009 - April 2012
Skills
Customer Service, PowerPoint, Outlook, Public Speaking, Microsoft Office, Microsoft Word, Higher Education, Microsoft Excel, Management, Leadership, QuickBooks, Research
Education
California State University-Northridge
Bachelor of Science (BS), Finance
Queens College 2012 — 2012
Skinner Fouch & Olson LLP July 2015 - Present
Novogradac & Company LLP January 2015 - April 2015
Volunteer Income Tax Assistance (VITA) January 2013 - April 2013
California State University, Fullerton August 2012 - 2013
International Studies Abroad March 2012 - 2013
California State University, Fullerton August 2010 - May 2011
Skills
Outlook, PowerPoint, Community Outreach, Access, Marketing, Financial Accounting, Microsoft Outlook, Research, Income Tax, ProSystem fx Tax, Microsoft Excel
Education
University of California, Irvine 2014 — 2015
Master of Professional Accountancy
California State University-Fullerton 2009 — 2013
BA, Finance, Accounting, Spanish
Universitat Autònoma de Barcelona
Diplomatic Congress May 2015 - Present
Franklin & Marshall College Office of Admissions February 2013 - Present
Franklin & Marshall First of Many (Senior Campaign) July 2015 - Present
Franklin & Marshall College January 2015 - Present
Kappa Delta Sorority November 2013 - Present
Diplomatic Congress August 2014 - May 2015
Alaska Wilderness League May 2013 - August 2013
Volunteer Income Tax Assistance (VITA) September 2012 - April 2013
Skills
Leadership, Public Speaking, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Research, Event Planning, Community Outreach, Social Media, Fundraising, Microsoft Excel
Education
Franklin & Marshall College 2012 — 2016
Bachelor of Arts (B.A.), Environmental Studies and American Studies
Georgetown Day School 2008 — 2012
High School
Francis & Company PLLC January 2015 - Present
CliftonLarsonAllen November 2012 - January 2015
Volunteer Income Tax Assistance (VITA) January 2012 - April 2012
RSM China Certified Public Accountants, Beijing, China January 2011 - January 2011
Zurich Insurance Group in Hong Kong (Fortune 500 company) January 2009 - January 2009
Skills
Mandarin, ACL, Microsoft Word, Excel,..., Accounting, Financial Reporting, Accounts Receivable, Accounts Payable, Auditing, Tax Preparation, Fixed Assets
Education
Arizona State University 2011 — 2012
Master of Accountancy, Accountancy, 3.3
Tianjin University of Finance and Economics 2007 — 2011
Bachelor of Management, Financial Management, 3.3
Binghamton Housing Authority April 2014 - Present
Aviva Medical and Aesthetics February 2008 - August 2013
Meadville Area Chamber of Commerce October 2012 - May 2013
Volunteer Income Tax Assistance (VITA) January 2012 - May 2013
Allegheny College September 2010 - May 2013
Skills
Public Speaking, Event Planning, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Fundraising, Volunteer Management, Facebook, Social Media
Education
Allegheny College 2010 — 2013
Bachelor of Arts (BA), Managerial Economics
Moss Adams LLP January 2014 - Present
Pacific Maritime Association June 2013 - August 2013
Beta Alpha Psi June 2012 - June 2013
Volunteer Income Tax Assistance (VITA) February 2013 - April 2013
Burlingame Public Library October 2007 - October 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Accounting, QuickBooks, Auditing, Financial Analysis, Business Strategy, Windows, Event Planning, GAAP, Access, Oracle HR, Document Management, Lotus Notes, Budgets, Social Networking, Financial Accounting, Tax, Outlook
Education
California State University-East Bay 2011 — 2013
Bachelor’s Degree
GCL Solar Energy, Inc. April 2015 - Present
GCL Solar Energy, Inc. January 2014 - March 2015
GCL Solar Energy, Inc. August 2012 - December 2013
Suntech America, Inc. July 2011 - July 2012
Hilliard Management Group March 2011 - July 2011
Volunteer Income Tax Assistance (VITA) January 2009 - April 2011
City College of San Francisco January 2007 - January 2010
Job Corps February 2004 - December 2004
Skills
Netsuite, Salesforce.com, Microsoft Office, Adobe, Able To Multi-task, Detail Orientation, Well Organised, Bilingual-Chinese, QuickBooks, ERP Implementations, ERP Software, Financial Reporting, Year-end Close, Month End Close, Microsoft Excel, Financial Statement..., Auditing
Education
San Francisco State University 2008 — 2011
Bachelor Degree, Business Administration:Accounting, 3.5
City College of San Francisco 2005 — 2008
A.S., Accounting
State Farm Insurance June 2013 - Present
State Farm Insurance February 2009 - June 2013
Volunteer Income Tax Assistance (VITA) January 2009 - April 2013
State Farm Bank March 2006 - February 2009
Groves Tax and Financial June 2004 - August 2005
United States Marine Corps 1997 - 2001
Skills
Statutory Accounting, Financial Statements, Financial Analysis, Excel, Data Analysis, Corporate Finance, Loss Reserve Analysis, Tax Preparation, Bookkeeping, Commercial Credit..., Payroll Taxes, Information Management, Quickbooks, Peachtree, Taxwise - tax software..., Ultra Tax - tax..., Intelligence Analysis
Education
University of Illinois Springfield 2007 — 2011
MA, Accountancy
Illinois State University 2001 — 2004
BS, International Business, Finance
Highland Community College 1994 — 1996
AS, Computer Science, General
Metropolitan Government of Nashville January 2015 - Present
DLZ Corporation September 2012 - December 2014
Citizens Energy Group September 2011 - July 2012
East Side Church of God September 2007 - June 2012
City of Indianapolis January 2011 - May 2011
Anderson Business Incubator October 2010 - May 2011
Center for Public Service September 2010 - May 2011
Students in Free Enterprise September 2009 - May 2011
Volunteer Income Tax Assistance (VITA) January 2009 - May 2011
Grabill Hardware June 2005 - May 2011
Skills
Financial Analysis, Microsoft Excel, Customer Service, Organization, Finance, Leadership, Process Improvement, Critical Thinking, Fast Learner, Non-profits, Microsoft Office, Management, Accounting, Strategic Planning, PowerPoint, Event Planning, Marketing, Program Management, Research, Data Analysis, Teaching, Analysis, Budgets, Government, Process Scheduler, Event Management, Project Management, Editing, Volunteer Management, Community Outreach, Project Planning
Education
Anderson University 2011 — 2012
MBA
Anderson University 2007 — 2011
Bachelor of Arts, Finance; investments
KPMG US June 2014 - Present
Accounting Society at Long Island University September 2011 - Present
Andrew's Building Corporation July 2007 - Present
Volunteer Income Tax Assistance (VITA) January 2014 - April 2014
Skills
QuickBooks, Accounting, Teamwork, Leadership, Accounts Payable, Accounts Receivable, Bookkeeping, Microsoft Excel, Payroll, Microsoft Word, Income Tax, Tax Preparation, Tax, Inventiveness, Spreadsheets, word, Proficient of Microsoft..., Fluent in written and..., Fast-paced, Community Outreach, General Ledger, Community Development, Auditing, Creative Problem Solving, Multi Tasking, Financial Accounting, Analytical Skills, Quality Auditing, Critical Thinking, Volunteering, Financial Analysis, Timely Decision Making, Financial Audits, Account Reconciliation
Education
Long Island University, Brooklyn Campus 2011 — 2014
Bachelor of Science (B.S.)/ Master of Science (MS), Accounting, GPA 3.7 on 4.0 scale
CUNY New York City College of Technology 2008 — 2011
AAS, Liberal Arts
Turlock Unified School District February 2015 - Present
Merced County Office of Education October 2014 - Present
Muse Travel Consulting January 2014 - Present
American Cancer Society - Relay For Life Hilmar October 2012 - January 2014
American Cancer Society - Relay For Life of CSUS October 2010 - October 2012
Volunteer Income Tax Assistance (VITA) January 2008 - April 2010
Livingston Medical Group November 2006 - August 2009
AmeriCorps November 2005 - November 2006
Straine Consulting September 2003 - April 2005
Skills
Extensive course work..., Member of Toastmasters..., Microsoft Excel, Leadership, Microsoft Word, Time Management, Social Media, Payroll, PowerPoint, Access, Team Building, Public Speaking, Budgets, Healthcare, Employee Relations, Windows, Analysis
Education
California State University-Stanislaus 2009 — 2011
Bachelors of Science in Business Administration, Marketing & Management
Modesto Junior College 2006 — 2008
Associates of Science, Business Administration and Behavior and Social Science
Kramer Levin Naftalis & Frankel LLP January 2010 - October 2013
Irma Jennings Holistic Nutritional and Business Counselor March 2008 - December 2009
TitleVest May 2009 - June 2009
Volunteer Income Tax Assistance (VITA) January 2009 - April 2009
Sonnier & Castle July 2006 - December 2008
Skills
Due Diligence, Private Equity, Microsoft Excel, Microsoft Office, Outlook, PowerPoint, Research, Non-profits, QuickBooks, FRx, FAS, Microsoft Word, Adobe Acrobat, Tax, Customer Service, Editing, Databases, Payroll, Auditing, Bookkeeping, Training, Accounting, Financial Statements, Account Reconciliation, Financial Analysis, Journal Entries, Fixed Assets, Access, Financial Reporting, Advocacy, Analysis, Bank Reconciliation, Cash Flow
Education
Hunter College 2005 — 2008
Bachelor of Science (BS), Accounting
International Fund Services (Ireland) Ltd, A State Street Company December 2009 - Present
SciMedMedia August 2008 - July 2009
Volunteer Income Tax Assistance (VITA) February 2009 - April 2009
Lipsky Goodkin & Co., P.C. February 2007 - August 2008
Volunteer Income Tax Assistance (VITA) February 2008 - April 2008
Education
Baruch College, City University of New York (CUNY) 2006 — 2009
BBA, Accountancy
PwC January 2015 - Present
PwC January 2014 - April 2014
Metso May 2013 - December 2013
Volunteer Income Tax Assistance (VITA) February 2013 - April 2013
McCarthy Group Florists August 2012 - December 2012
Skills
Customer Service, Microsoft Office, Russian, Ukrainian, Financial Analysis, Analytical Skills, Microsoft Excel, Personal Income Tax..., Tax, Tax Returns
Education
Becker CPA Review Course 2014 — 2015
Georgia State University - J. Mack Robinson College of Business 2011 — 2013
Bachelor of Business Administration (B.B.A.), Accounting, Risk Management and Insurance, 3.4
Georgia Perimeter College 2009 — 2011
Associate of Science, Business Administration, 3.54
Vinnytsya State Pedagogical University 2004 — 2008
Bachelor of Science, Teaching English as a Second Language
Bank of America Merrill Lynch March 2015 - Present
Goldman Sachs July 2011 - February 2015
Volunteer Income Tax Assistance (VITA) November 2007 - January 2013
Golden Key International Honour Society June 2010 - June 2011
Goldman Sachs October 2008 - June 2011
Baruch College October 2008 - June 2011
Skills
Proficient in Microsoft..., Leadership, Entrepreneurship, Training, Marketing, Mandarin, Networking, Financial Analysis, Financial Modeling, Microsoft Excel, Corporate Finance, PowerPoint, Accounting, Economics, Financial Reporting, Microsoft Office, Risk Management, Bloomberg Terminal, Chinese, Bloomberg
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
Bachelor, Finance
Peking University 2009 — 2009
Intensive Chinese Language
Edward R. Murrow High School 2003 — 2007
SS&C GlobeOp June 2015 - Present
Rosenfarb LLC February 2014 - June 2015
Parameds March 2013 - February 2014
Burgiss February 2011 - May 2011
Volunteer Income Tax Assistance (VITA) January 2009 - April 2009
Controller's Office, Baruch College September 2007 - May 2008
Skills
Microsoft Office, Tax, Public Speaking, Business Planning, Financial Reporting, Financial Analysis, tax planning, Compliance, Accounting, Financial Accounting, Bank Reconciliation, Bookkeeping, QuickBooks, PowerPoint, Adobe Creative Suite, Auditing, Finance, US GAAP, Account Reconciliation, Tax Preparation, Internal Controls, GoSystems
Education
City University of New York-Baruch College 2011 — 2013
Master of Science (MS), Taxation
City University of New York-Baruch College 2007 — 2011
Bachelor of Business Administration (BBA), Accounting, Cum Laude
Centers for Disease Control and Prevention 2012 - Present
Students of Georgetown, Inc. "The Corp" September 2008 - May 2012
National Institute of Medical Research of Tanzania September 2011 - December 2011
Population Reference Bureau May 2011 - August 2011
Children's National Medical Center January 2011 - May 2011
International Health Department, Georgetown University October 2009 - February 2011
American Legacy Foundation September 2010 - December 2010
Volunteer Income Tax Assistance (VITA) 2004 - 2008
Skills
Public Health, International...
Education
Georgetown University 2008 — 2012
Bachelor of Science, International Health
Santa Barbara High School 2004 — 2008
United Wholesale Mortgage May 2015 - Present
United Wholesale Mortgage May 2013 - May 2015
Family Law Assistance Project September 2011 - April 2012
Volunteer Income Tax Assistance (VITA) February 2011 - February 2011
Oakland County Circuit Court September 2010 - November 2010
Center for Ethics, Service, and Professionalism - Senior Outreach January 2010 - January 2010
CVS Pharmacy November 2007 - August 2009
Starke County Abstract and Title January 2007 - May 2007
Skills
Mortgage Underwriting, Underwriting, USDA Rural Housing, Conventional Financing, FHA Financing, Family Law, Legal Writing, Legal Research, Public Speaking, Westlaw, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Research, Social Media, Customer Service, Lexis, Trials, Civil Litigation
Education
Thomas M. Cooley Law School 2009 — 2012
Juris Doctor (J.D.), Cum Laude
Indiana University South Bend 2006 — 2009
Bachelor of Arts (B.A.), Psychology
Wabash College 2003 — 2005
Tri-City Health Center April 2013 - Present
Volunteer Income Tax Assistance (VITA) January 2009 - April 2014
Davis Street Family Resource Center April 2012 - April 2013
Sitcom Furniture May 2011 - April 2012
MDC Vacuum Products, LLC February 2009 - March 2010
Dr. Diana Lam Cardiologist May 2006 - July 2006
Education
California State University-East Bay 2007 — 2009
Bachelor of Arts, Economics with Accounting option
Oakland High 1997 — 2001
High School
UC Tax Services January 2010 - Present
Brattle Consulting Group, Inc. April 2010 - February 2011
SNHU April 2008 - January 2010
Southern New Hampshire University February 2008 - November 2009
WAKHOK Information Technology and Language Research Center February 2008 - November 2009
WAKHOK Nepal March 2007 - August 2007
Volunteer Income Tax Assistance (VITA) June 2006 - August 2007
Taurus Global Travel Management Services P Ltd July 2006 - December 2006
PUNJAB NATIONAL BANK September 2005 - October 2005
National Bank June 2005 - October 2005
Skills
Accounting, Financial Reporting, Auditing, Accounts Payable, Journal Entries, Accounts Receivable, Payroll, Account Reconciliation, Analysis, Financial Statements, GAAP, Tax, Risk Management, Banking, IFRS, Finance
Education
Southern New Hampshire University 2008 — 2009
Master of Science (MS), Accounting
Guru Jambheshwar University
Masters, Business Administration
Guru Jambheshwar University 2004 — 2005
MBA, Finance
Tribhuvan Vishwavidalaya 2001 — 2003
BBS, Accounting and Taxation
Tribhuwan University
Bachelor, Business Studies
Southern New Hampshire University
Masters of Science, Accounting
PSR September 2013 - Present
PSR November 2011 - September 2013
Dallas Holocaust Museum Center for Education and Tolerance September 2011 - November 2011
BKD, LLP September 2010 - July 2011
Highland Park Independent School District August 2005 - September 2010
Volunteer Income Tax Assistance (VITA) March 2008 - April 2009
Federated Mutual Insurance October 2006 - May 2008
Dallas ISD August 2005 - September 2006
Skills
Auditing, Training, Tax, Financial Statements, Accounting, Variance Analysis, Teaching, GAAP, Insurance, Bank Reconciliation, Financial Audits, Journal Entries, Tax Preparation
Education
Southern Methodist University
Master of Science, Accounting
Baylor University
Bachelor of Business Administration, Finance
Banner Health July 2012 - Present
Volunteer Income Tax Assistance (VITA) January 2012 - April 2012
Skills
Accounting, Microsoft Excel, PowerPoint, Microsoft Word, Financial Accounting, Financial Reporting, Photoshop, Tax Preparation, Tax, Bookkeeping, Finance
Education
Arizona State University - W. P. Carey School of Business 2010 — 2012
Bachelor of Science, Accountancy
Gujarat University 2002 — 2005
B.com, Commerce
McGladrey October 2013 - Present
Volunteer Income Tax Assistance (VITA) January 2013 - April 2013
Volunteer Income Tax Assistance (VITA) January 2012 - April 2012
Volunteer Income Tax Assistance (VITA) February 2011 - April 2011
xTax Competition October 2010 - October 2010
Skills
Accounting, Word, PowerPoint, Teamwork, Tax, Auditing, Financial Analysis, Financial Reporting, Financial Accounting, Microsoft Excel, Access, Tax Returns, Income Tax, Account Reconciliation, Financial Statements, Analysis
Education
Arizona State University, W. P. Carey School of Business 2008 — 2013
Master of Taxation, Accountancy
Arizona State University 2008 — 2012
Bachelor's of Science, Accountancy
Equity LifeStyle Properties, Inc. February 2014 - Present
Community Tax Relief April 2011 - February 2014
Friedman & Huey Associates January 2009 - June 2009
Dover Trucking, Inc July 2007 - December 2008
Illinois State University May 2007 - August 2007
Volunteer Income Tax Assistance (VITA) January 2007 - April 2007
Skills
QuickBooks, Accounting, Payroll, Accounts Receivable, Tax, Tax Preparation, Invoicing, Finance, Tax Returns, Training, Leadership, Customer Service, Administration, Teamwork, Microsoft Excel, Outlook
Education
Illinois State University 2006 — 2009
B.S./MPA, Accounting
Illinois State University 2006 — 2009
Master of Accounting, Accounting
Citrin Cooperman January 2014 - Present
PineBridge Investments June 2012 - September 2013
Volunteer Income Tax Assistance (VITA) January 2011 - May 2012
Beads on Fifth January 2009 - May 2012
Skills
QuickBooks, Sales Tax, US GAAP, Internal Controls, Corporate Tax, Finance, Financial Reporting
Education
Baruch College
BBA, Accounting
Volunteer Income-Tax Assistance (VITA) January 2009 - April 2009
Cascade Engineering April 2003 - October 2003
Grand Rapids Plastics September 2000 - September 2002
Education
Davenport University 2007 — 2009
BBA, Accounting
Grand Rapids Community College 2005 — 2007
Associates, Accounting
YSL & Associates January 2011 - Present
Lees Accounting November 2007 - December 2010
Volunteer Income Tax Assistance (VITA) 2005 - 2007
INTELLISYS CORPORATION June 1997 - August 2000
Skills
CPA, Accounting, Tax, Tax Preparation, Financial Statements, Payroll, Journal Entries, Tax Returns, Sales Tax, Bank Reconciliation, Preparation, Analysis, Year-end Close, Accountants, State Tax, General Ledger, Account Reconciliation, Income Tax, Financial Accounting, Financial Reporting
Education
Baruch College, City University of New York (CUNY) 2003 — 2005
Master of Business Administration (MBA), Accounting
PwC August 2014 - Present
The Trade Desk, Inc. July 2014 - August 2014
Bookstein Tax Clinic / January 2012 - May 2013
Volunteer Income Tax Assistance (VITA) November 2010 - April 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Auditing, Finance, Financial Analysis, US GAAP, GAAP, QuickBooks, Tax, Accounting, Financial Accounting, Access, Software Documentation, Invoicing, Tax Preparation
Education
California State University-Northridge 2010 — 2013
Bachelor's Degree, Accounting
Toastmasters Club 3365 August 2012 - Present
Volunteer Income Tax Assistance (VITA) January 2003 - Present
Irving ISD August 2001 - Present
US Air Force Reserve October 1997 - April 2001
Pentair March 1992 - April 1999
Pentair May 1982 - June 1992
Skills
Covey Facilitator, Certified Structural..., Professional Services..., Leadership, Professional Services, Team Leadership, Curriculum Design, Customer Service, Staff Development, Sales, Teaching, Curriculum Development, Organizational..., Microsoft Office, Microsoft Word, Human Resources, Coaching, Public Speaking, Training, Leadership Development, Employee Training, Event Planning, Instructional Design, Team Building, Social Networking, Time Management, PowerPoint, Higher Education, Fundraising, Nonprofits
Education
Nova Southeastern University 1999 — 2001
ADBA, Business Management
LeTourneau University 1997 — 1998
MBA, Business Management & Marketing
John F Kennedy High School
VCA Antech January 2014 - Present
VCA Antech December 2012 - January 2014
Oakmont Country Club August 2011 - November 2012
California Department of Corporations March 2011 - December 2011
Volunteer Income Tax Assistance (VITA) September 2010 - April 2011
California State University October 2007 - April 2011
Skills
Invoicing, Analysis, Account Reconciliation, Microsoft Excel, Accounting, Bank Reconciliation, Lawson General Ledger, Customer Service, Financial Statements, Variance Analysis, Accounts Payable
Education
California State University-Los Angeles 2007 — 2011
B.S., Business Administration, Option In Accounting
Novogradac & Company LLP November 2014 - Present
White Oak Global Advisors, LLC August 2014 - October 2014
Hook&Cook June 2011 - June 2014
Volunteer Income Tax Assistance (VITA) January 2013 - April 2014
Morgan Stanley July 2013 - September 2013
Chinatown Community Development Center September 2007 - September 2010
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Leadership, Data Analysis, Customer Service, Time Management, Research, Accounting, Event Planning, English, Teamwork, Windows, Teaching, Public Speaking, Community Outreach, Finance, Financial Statement..., Private Equity, Auditing, Tax
Education
University of California, Davis 2010 — 2014
Bachelor's Degree, Managerial Economics, Chinese
Foothill College 2013 — 2015
Associate's Degree, Accounting
Lowell High School 2006 — 2010
High School Diploma
Niko's Systems February 2011 - May 2013
Volunteer Income Tax Assistance (VITA) January 2012 - April 2012
Guess? September 2010 - January 2011
Follett Higher Education Group August 2010 - November 2010
Santa Monica College Bookstore June 2009 - June 2010
Skills
PowerPoint, Outlook, Customer Service, QuickBooks, Microsoft Excel, Microsoft Office, Microsoft Word, Tax Returns, Financial Accounting, Accounting, Financial Reporting, Public Speaking, Tax, Tax Preparation, Teamwork, Time Management, Training
Education
California State University-Northridge 2010 — 2013
Bachelor of Science, Accountancy and Finance
Santa Monica College 2008 — 2010
Associate of Arts (A.A.), Business Adminstration
Rimon Law February 2014 - Present
Rose Containerline Inc November 2013 - December 2013
Cisco Systems January 2012 - July 2012
Volunteer Income Tax Assistance (VITA) January 2011 - May 2011
Skills
Accounting, Financial Reporting, Microsoft Office, Mandarin, SAP ERP, SAP Configuration, Business Intelligence, Business Process, Internal Audit, MS Excel Pivot Tables, Visio, Access Database, Internal Controls, Financial Accounting, Income Tax, Accounts Receivable, Accounts Payable, Multi Tasking, Peachtree
Education
Emporia State University 2010 — 2013
Master of Business Administration (M.B.A.), Accounting, 4.0
South China Normal University 2006 — 2010
Bachelor's degree, English Interpretation, 3.6
Helene Fuld College of Nursing September 2012 - Present
CB Courier Expedite Services November 2010 - December 2012
Smart Tax January 2011 - April 2011
Volunteer Income Tax Assistance (VITA) January 2009 - April 2010
Tuck-It-Away June 2009 - August 2009
S & D Underground June 2006 - November 2007
Education
Baruch College, City University of New York (CUNY) 2006 — 2010
BBA, Accounting
Sheepshead Bay High School
Bank of America October 2011 - Present
Volunteer Income Tax Assistance (VITA) October 2010 - April 2011
Subway April 2005 - January 2009
Education
California State University-Los Angeles 2009 — 2011
BS, Accounting
Cosumnes River College-Sacramento 2005 — 2008
Accounting
Patrick T. Sheehan & Associates October 2013 - Present
Illinois Department of Revenue March 2013 - May 2013
Circuit Court of Cook County, Law Division July 2012 - December 2012
Circuit Court of Cook County, Law Division May 2012 - July 2012
The John Marshall Law School April 2012 - May 2012
Volunteer Income Tax Assistance (VITA) January 2012 - April 2012
Skills
Legal Writing, Legal Research, Writing, Research, Public Speaking, Courts
Education
Boston University School of Law 2013 — 2014
Master of Laws (LL.M.), Taxation
The John Marshall Law School 2010 — 2013
Juris Doctor, Dean's List: fall 2012, spring 2012, and fall 2010
Bridgewater State University 1998 — 2003
Bachelor of Arts, Communications
The Graduate Center, City University of New York (CUNY) June 2007 - Present
Wolfsohn Financial Svc January 2015 - April 2015
Brooklyn Academy of Music May 2014 - July 2014
ValueTax January 2014 - April 2014
Acute Care Experts October 2012 - September 2013
Alfred Simms CPA January 2013 - April 2013
Volunteer Income Tax Assistance (VITA) December 2010 - April 2011
Skills
Accounting, QuickBooks, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Outlook, Budgets, English, Customer Service, Windows, Research, Financial Reporting, Auditing, Financial Accounting, Tessitura, MultiView
Education
Brooklyn College 2010 — 2012
Bachelor of Science (BS), Accounting
Kingsborough Community College
Associate of Science (A.S.), Business Administration and Management, General
Consumer Reports May 2014 - August 2014
AXA Advisors February 2014 - May 2014
Advanced Macroeconomics, Baruch College February 2012 - May 2012
Volunteer Income Tax Assistance (VITA) January 2009 - May 2012
Skills
Proficient in Excel,..., Working knowledge of..., Actuarial Science
Education
City University of New York-Baruch College - Zicklin School of Business 2014 — 2015
Master of Science (M.S.), Statistics, 4.00/4.00
Baruch College, CUNY, New York, NY 2008 — 2012
Bachelor of Art, Actuarial Science/ Economics/ Computer Information System, 3.95/4.00
Avon October 2004 - Present
Volunteer Income Tax Assistance (VITA) January 2014 - April 2014
Perfect Party June 2012 - August 2013
Perfect Party October 2011 - June 2012
Skills
Efficient, Forward Thinking, Analytical Skills, Microsoft Office, Business Intelligence, Multi Tasking, Building Business..., Communication Skills, Integrity, Customer Service, Store Management
Education
University of New Haven 2012 — 2015
Bachelor's Degree, Accounting, minor in Marketing
Gateway Community College 2010 — 2012
Associate's Degree, Entrepreneurship/Entrepreneurial Studies
New York State Department of Motor Vehicles August 2014 - Present
Albany County Bar Association June 2014 - Present
New York State Department of Taxation and Finance April 2014 - August 2014
Judge Linda G. Morrissey January 2011 - April 2011
Irish Barrister, Mr. Martin Canny June 2010 - June 2010
SEFCU 2008 - 2009
United States Marine Corps 2000 - 2005
Volunteer Income Tax Assistance (VITA) January 2003 - April 2003
Skills
Legal Research, Legal Writing, Research, Motions, Financial Analysis, Microsoft Office, Westlaw, Lexis, Public Speaking, Family Law, Courts, Litigation, Commercial Litigation, Legal Assistance
Education
University of Tulsa College of Law 2009 — 2012
Juris Doctor
Siena College 2005 — 2007
BA, Economics
Chaminade University of Honolulu 2002 — 2003
AA, Math and Science
IDT Corporation April 2010 - Present
Volunteer Income Tax Assistance (VITA) January 2010 - April 2010
Vision Externa February 2008 - December 2009
Education
California State University-Hayward - School of Business and Economics 2008 — 2010
B.S in Business Administration, Accounting, Finance
Ohlone College 2006 — 2008
Associate Degree with Honors, Business Administration
Kanter Tax & Trust Consulting, Inc. August 2012 - Present
Volunteer Income Tax Assistance (VITA) January 2011 - March 2012
Skills
Accounting, Tax Preparation
Education
Benedictine University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
College of DuPage 2008 — 2010
Associate of Arts (AA), Accounting
Focal Point, LLC August 2012 - Present
Focal Point, LLC May 2011 - August 2012
Focal Point, LLC June 2010 - May 2011
FISH Window Cleaning November 2007 - May 2010
Volunteer Income Tax Assistance (VITA) January 2008 - April 2010
Relay For Life January 2008 - April 2010
Nebraska Wesleyan University September 2006 - November 2007
Skills
Accounting, Cost Accounting, Financial Analysis, Financial Reporting, Financial Accounting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2012
Masters of Accountancy, Accounting
Nebraska Wesleyan University 2006 — 2010
Bachelor of Science (B.S.), Accounting
Illinois Office of the Auditor General June 2013 - Present
Illinois Rural Electric Cooperative August 2012 - May 2013
Illinois College August 2012 - December 2012
Northwestern Mutual May 2012 - August 2012
Illinois College August 2011 - May 2012
Illinois Rural Electric Cooperative December 2009 - May 2012
Volunteer Income Tax Assistance (VITA) January 2012 - April 2012
Volunteer Income Tax Assistance (VITA) January 2011 - April 2011
Skills
Accounting, Tax, Customer Service, Income Tax, Managerial Finance, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Research, Outlook, Time Management, Teamwork, Finance, Public Speaking, Team Leadership, Event Planning, Social Media, QuickBooks, Access, Financial Accounting
Education
Illinois College 2009 — 2013
Bachelor of Science (B.S.), Accounting, 3.8
Wealth Management Associates LLC June 2014 - December 2014
Volunteer Income Tax Assistance (VITA) January 2013 - April 2013
Skills
Income Tax, QuickBooks, Tax Advisory, Partnership Taxation, Financial Reporting, Microsoft Excel, Budget Monitoring, Payroll, Retirement Plan..., Islamic Finance
Education
Texas A&M University 2015 — 2016
Master's degree, Accounting
Baruch College 2010 — 2014
Bachelor of Business Administration (BBA), Accounting
Stuyvesant High School 2005 — 2009
Advanced Regents Honor Diploma
Volunteer Income Tax Assistance (VITA) January 2015 - Present
Skills
Product Design, PowerPoint, Microsoft Excel, Graphic Design, Accounting, Microsoft Word, Microsoft Office, Illustrator, InDesign, Customer Service, Social Media, Legal Research, Research, Westlaw, Legal Writing, Social Networking, Fundraising, Event Planning, Editing, Teaching, Writing, Community Outreach, Leadership
Education
Southwestern Law School 2014 — 2017
Doctor of Law (J.D.), Tax Law/Taxation
Florida Atlantic University 2010 — 2011
Bachelor's degree, Chinese Studies
EY September 2014 - Present
Spectrum Health May 2013 - July 2014
Volunteer Income Tax Assistance (VITA) January 2014 - April 2014
Eaton June 2011 - August 2011
Skills
Accounting, Teamwork, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint
Education
Davenport University 2009 — 2014
MBA/BBA, Honors Professional Accountancy
Volunteer Income Tax Assistance (VITA) 2013 - 2014
Popeye's Louisiana Kitchen, Inc. 2010 - 2011
Subway 2010 - 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Leadership
Education
City University of New York-Brooklyn College
Bachelor of Science (BS), Accounting