Alice Pan, Cpa Email & Phone Number

Manage cash and financial assets for high net worth individuals in the entertainment industry

Los Angeles Metropolitan Area

• Review federal work papers for partnership filings, including M-1 adjustments, gain calculations, and variance analysis• Review withholding calculations for foreign activity surrounding distributions and withholding for Form 1042/1042-s and 8804/8805 reporting• Act as point of contact to the IRS for Federal related notices regarding returns and resolution of penalties and interests• Review quarterly estimates to capture accurate data for year end reporting and bring awareness to… Show more • Review federal work papers for partnership filings, including M-1 adjustments, gain calculations, and variance analysis• Review withholding calculations for foreign activity surrounding distributions and withholding for Form 1042/1042-s and 8804/8805 reporting• Act as point of contact to the IRS for Federal related notices regarding returns and resolution of penalties and interests• Review quarterly estimates to capture accurate data for year end reporting and bring awareness to significant transactions• Analyze and reconcile financial data to ensure accurate tax compliance reporting• Prepare and analyze the newly introduced Schedule K-2 and K-3 for partnership filings in Tax Year 2021• Research relevant tax laws and changes in accordance with the Tax Cuts and Jobs Act for accurate reporting• Improve technical processes to create efficient work streams• Manage multiple individuals to review and improve work stream in order to deliver efficient and high quality work• Coach, train, and mentor new staff members and assess year end performance Show less

Greater Los Angeles Area

• Provide timely and high quality deliverables to meet client expectations• Perform Tax Compliance in accordance with the Internal Revenue Service regulations for Wealth and Asset Management clients ranging from 50m AUM to 150b AUM• Prepare work papers and Partnership Schedule K-1s• Prepare and file extensions as well as Federal Forms including 1065, 1120, 1042/1042-S, 8804/8805, 5471, 8865, 8858

Greater Los Angeles Area

• Qualified federal and state returns in GoSystems software• Prepared signature pages to send to client and complete returns• Worked with multiple teams to provide excellent client service

Greater San Diego Area

• Prepared and inputted accounts payable for vendors• Reconciled various monthly credit card transactions• Assisted with select month-end processes to include generating invoices, prepaid expenses, credit card reconciliations, and adjusting journal entries• Assisted in media reconciliations for previous fiscal years

Greater San Diego Area

• Analyzed HPPC business model and recommended changes to optimize costs• Reviewed and recommended improvements to software's user interface• Consolidated performance metrics and produced a refined set of data

Greater Los Angeles Area

La Jolla, Ca

• Spearheaded rebranding concept and design for Perks Coffee Shop which led to a revenue increase of 15%• Spearheaded 2016 Halloween Costume Contest & Sale and Winter Holiday Sale design concept• Collaborated with 6+ departments for signage and event flyers• Attended to everyday marketing requests for the UCSD Bookstore, Perks Coffee Shop, Sunshine Market, and the Farmer's Market

La Jolla, Ca

• Increased Prime Student brand awareness through social media, tabling, and mobile events• Encouraged students to sign up for 6-month trial of Prime Student• Created an engaging customer experience through peer to peer marketing and social media to enhance students' affinity towards Amazon

La Jolla, Ca

• Coordinated marketing on campus to 300+ students at events• Increased brand awareness in the student body through marketing, workshops, and social media• Promoted Adobe Creative Cloud and trial package through tabling and social media

B.A. International Business, International Business

Activities and Societies: Undergraduate Business Network, American Advertising Federation at UCSD

Accounting Minor