Fan Chen Email & Phone Number

Fairfax, Va, Us

Fairfax, Va, Us

Fairfax, Va, Us

Fairfax, Va, Us

Fairfax, Va, Us

• Preparing U.S. federal and state tax returns for U.S. residents, expatriates, and foreign nationals (including EB-5 investors) with complex individual income tax situations, including domestic and foreign investments, partnership interests, multi-state activities, trusts, S corps, C corps, and other financial interests• Assisting with the preparation of IRS Streamlined and Offshore Voluntary Disclosure Program (OVDP) filings for clients disclosing foreign assets through IRS amnesty programs• Responding to IRS and state tax notices• Corresponding with clients to explain regulations and tax implications, provide updates, obtain missing information, and answer questions• Performing a variety of tax calculations for estimates, projections, equalizations, and other purposes• Provide internal training on tax technical issues• Act as the primary point of contact for key clients and managing client relationships

Fairfax, Va, Us

• Consult clients on tax technical matters and firm’s protocols• Serve as the face of the organization and the primary resource for prospective and new clients• Execute as the Relationship Manager for all new clients and engagements, accountable for overall clients’ satisfaction• Collaborate with all departments in the firm to ensure high levels of client service• Initiated and launched new business development projects (EB-5 Tax Service)• Implemented internal and external process improvements

London, Gb

• Prepared complex corporate and partnership tax returns• Assisted in quarter-end and year-end corporate income tax provisions• Contributed to individual tax planning and prepare individual tax returns• Prepared expatriates’ US tax returns and international assignment related calculations such as tax cost projections, tax equalizations calculations, and hypothetical tax calculations• Assisted in engagement economics and management, prepare budgets, and analyze billing cycles• Supervised the work of staff professionals, coordinated internal and external communications

• Acted as the teaching assistant to the Employee Benefit Tax Planning course by Professor David Kautter• Assisted researches in tax law policies, compliance, and planning issues of small and medium businesses• Contributed to Professor David Kautter’s hearings with the House Committee On Ways And Means

London, Gb

• Accomplished 8 state tax returns for partnerships in various states• Presented a case study and suggested potential tax planning strategies to the partners• Assisted colleagues in multiple projects, such as billing, e-filing, and excel spreadsheets

• Administer AU CSSA’s outreach and incorporation with other Chinese communities in the metropolitan DC area • Initiate and assist on campus regular club events, and represent AU CSSA in the AU Asian Student Association • Responsible for communication between Chinese Embassy and AU CSSA

Washington, Dc, Us

• Coordinate retrieval and re-filing of key organizational documents • Conduct account reconciliations and assist in information clarification • Create and maintain various templates, report and database

• Assist the accounting office with annual audit preparation • Collaborate with the development team on fundraising and outreach to Asian American community • Experience and learn about various aspects of non-profit organizations in the U.S.

· Mentor 15 selected freshmen on social entrepreneurial ideas and plans· Execute various events including weekly modules with guest speakers· Reach out community partners and internship opportunities for fellows

· Assist in a wide range of projects, including but not limited to financial advisory services, mergers, acquisition and restructuring, direct investment, and asset management· Analyzed market researches· Contributed to the development of 5 due diligence reports

• Aided low-income individuals and families in DC area with one-on-one income tax preparation • Volunteered 5 hours every week at the tax preparation site and handle 5-10 cases each time • Gained practical skills in accounting while contributing to community service

• Co-Directed the Celebrating 60 Years of New China Show with 5 other students, and supervised the preparation of performances • Managed makeup for every performance • Assisted with designing brochure

· Translated 5 company newsletters and important documents to Chinese · Analyzed Government (especially BIS/EAR) documents and presentations · Examined the competitiveness of the market and proposed future marketing plans

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· Consulted customers on personal financial strategies and other bank services · Sold 32 bank products in less than a month · Collected, summarized, and reported customers' comments and suggestions

Washington, Dc, Us

Tutor for Basic Mathematics Courses (Math022—211) and Chinese Tutor, and currently enrolled as a macroeconomics tutor as well • Responded to individual students’ specific needs • Encouraged students to articulate their strengths and weaknesses as well as their expectations for tutoring • Helped modeling good student habits and encourage students to try out effective study techniques or skills pertinent to learning the subject matter

Master Of Science (M.S.), Accounting

Minor, Economics

Bachelor Of Science In Business Administration, Accounting & Finance