US Tax Accountant & PH CPA | Open to J-1 Traineeship for NYC CPA Firms

My two years of financial statement auditing have provided me with a comprehensive understanding of the accounting process, including analyzing transactions, reconciling balances, and preparing financial statements. Through this experience, I have gained valuable insights into the complexities of financial reporting and have developed the ability to analyze financial statements with a critical eye. For example, in my previous role, I was responsible for identifying discrepancies in financial statements and developing corrective actions to address them, resulting in more accurate financial reporting and improved organizational performance.

My extensive experience in accounting, audit, and tax has given me a proven track record of accurately and reliably recording transactions. With meticulous attention to detail, I ensure that books are maintained properly and in compliance with regulations. For example, in my previous role, I was able to identify and propose suggestions for errors in transactions recorded in the books.

Prepared complex U.S. federal, state, and multi-state tax returns (Forms 1040, 1065, 1120, 1120-S) for high-net-worth individuals and corporate entities using CCH Axcess and Intuit Lacerte. Expertly analyzes financial statements, trial balances, and book-to-tax differences to maximize client tax savings while ensuring strict IRS and US GAAP compliance. Proven track record in creating meticulous supporting workpapers, identifying strategic tax planning opportunities, and delivering audit-ready financial statement compilations.

As a highly proficient user of QuickBooks Online, I am able to navigate the software with ease. My extensive audit experience has also provided me with the expertise to analyze software functionality and identify areas for improvement. In my previous role, I was responsible for analyzing the functionality of multiple software applications.

As a financial statements auditor specializing in corporate financial reporting, Excel is an essential tool in my work. I use it to analyze data, track financial performance, and create reports. With expertise in functions such as VLOOKUP, SUMIF, and IFERROR, I am able to efficiently navigate and analyze complex financial data with ease.