Business & Tax Senior Associate II - N&K CPAs, Inc. - Honolulu, HI
(2019-07)
- Provide accounting, financial reporting, tax compliance, and advisory services to a diverse portfolio of clients, with responsibility for maintaining accurate and timely financial information.
- Prepare financial statements in accordance with GAAP, including compilation financial statements and related disclosures, ensuring accuracy, completeness, and compliance with applicable accounting standards.
- Prepare and review income tax provisions for audited financial statements, including analysis of current and deferred tax balances and supporting tax-related financial statement accounts.
- Analyze financial statements and account activity to identify unusual fluctuations, discrepancies, trends, and potential financial reporting issues.
- Review general ledger activity, account reconciliations, adjusting journal entries, and supporting schedules to ensure the integrity of financial information.
- Assist clients and management with interpreting financial results and provide recommendations related to accounting, tax, financial reporting, and business operations.
- Evaluate accounting processes and internal controls and identify opportunities to improve efficiency, accuracy, and financial controls.
- Review client transactions and supporting documentation to identify potential errors, inconsistencies, and areas requiring additional investigation.
- Manage multiple engagements simultaneously while consistently meeting reporting, tax, and client deadlines.
- Supervise and review the work of outsourced accounting staff and junior accounting professionals, providing technical guidance, coaching, and feedback to ensure quality and timely completion of assignments.
- Train and mentor staff on accounting procedures, financial reporting requirements, tax matters, and firm processes.
- Perform detailed reviews of staff work and provide constructive feedback to improve technical knowledge, efficiency, and overall performance.
- Communicate complex accounting and financial matters clearly to clients, management, and team members.
- Collaborate with engagement teams and client personnel to resolve accounting issues and improve financial reporting processes.
- Maintain a high level of professionalism, confidentiality, and attention to detail while managing multiple priorities in a deadline-driven environment.
Tax Intern - IKEDA&WONG, CPA, Inc - Honolulu, HI
(2019-01 - 2019-05)
- Analyzed and prepared U.S. Federal and State income tax returns for individuals and small business entities.
- Conducted individual tax research with documentation.
- Prepared the trial balance and bank reconciliations.
- Assisted in data analysis and input into various software applications.
Business Office Assistant - Athletics Department, University of Hawaii at Manoa - Honolulu, HI
(2017-07 - 2019-05)
- Created disbursement vouchers and vendor codes on Kuali Financial System
- Ensured goods and services are received and disbursed in a timely manner
- Tracked and reconciled payments using Microsoft Excel to ensure accurate documentation
- Reconciled E-docs from Ticket Office with revenue records and direct deposits
- Assisted supervisors to file, run errands and accomplish required tasks
