Independent Contractor - Self-employed
(2025-01)
Work remotely as an independent contractor
- Prepare / review income tax returns for high net worth individuals, partnerships, corporations, trusts and private foundations
- Prepare income tax projections for high net worth individuals and pass-through entities
Tax Manager - Sobul Primes & Schenkel (merged into Richey May) - Los Angeles, CA
(2024-01 - 2025-01)
- Managed muti-state tax returns for high net worth individual and pass-through entities
- Reviewed fiduciary income tax returns (Form 1041) and private foundation annual returns (Form 990-PF)
- Managed quarterly and year-end income tax projections for high net worth individuals and pass-through entities
Tax Manager - Schwartz, Kales Accountancy Corp - Los Angeles, CA
(2014-06 - 2023-12)
- Focused on review and preparation of complex tax returns for investment and real estate partnerships as well as high net worth individuals
- Prepared fiduciary income tax returns (Form 1041) and private foundation annual returns (Form 990-PF)
- Prepared quarterly and year-end income tax projections for pass-through entities and high net worth individuals
- Performed tax research in response to client tax matters
- Responded to various inquiries and notices from IRS and state tax authorities with success
- Assisted partner/director with IRS tax audits
Tax Manager - CohnReznick, LLP - Los Angeles, CA
(2013-07 - 2014-05)
- Reviewed complex federal and various state tax returns for closely-held and mid-size companies as well as high net worth individuals
- Compiled pertinent information to comply with foreign information reporting requirements including foreign bank account reporting, passive foreign investment company income reporting, and reporting of U.S. persons with respect to certain foreign corporations or partnerships
- Interacted with clients from different industries such as real estate, investments, manufacturing, wholesale, IT consulting and non-profit
- Ensured client satisfaction while serving as the engagement manager
- Supervised, trained, assisted and mentored staffs on simple to complex engagements
Tax Senior - CohnReznick, LLP - Los Angeles, CA
(2011-01 - 2013-06)
- Focused on preparation of complex tax returns for C Corporations, S Corporations and partnerships, primarily on multi state returns
- Extensively experienced tax returns for real estate partnerships and high net worth individuals
- Reviewed and supervised tax preparation works of tax associates
Staff Accountant - H.K.G. LLP - Arcadia, CA
(2007-08 - 2010-12)
- Prepared tax returns for C Corporations, S Corporations, partnerships and individuals
- Performed tax planning for corporations and individuals
- Engaged in audits and reviews for companies in manufacturing and service industries and non-profit organizations
- Engaged in 401(K) audit for wholesaler
- Responsible for compiling financial statements for various clients
Staff Accountant - Jae C. Kim Accountancy - Los Angeles, US
(2006-01 - 2007-08)
Financial Analyst - SK Securities Co., Ltd - Seoul, Korea
(2000 - 2004)
Financial Analyst - LG Household & Health Care Ltd - Seoul, Korea
(1998 - 2000)
