Carol W. Email & Phone Number

San Francisco, California, United States

• Reviewed quarterly and annual financial statements, ensure the objectives of financial reporting are achieved.
• Conducted monthly bank reconciliations and reviewed accrual accounts activities for bookkeeping clients.
• Reported directly to tax directors and managers on year-end tax planning for investment funds.
• Prepared and analyzed partnership allocation method calculation is according to the organizational and subscription agreement.
• Successfully corresponded with the Internal Revenue Service (IRS) and Franchise Tax Board, representing clients and addressing inquiries related to tax matters.
• Managed and responded to tax information requests, ensuring compliance with regulatory requirements and meeting deadlines.

San Francisco Bay Area

• Prepared Federal and State Partnership Tax Returns, including Form K-1, using ProSystem Tax software.
• Performed various testings such as wash sales, constructive sales, unsettled shorts, etc. and provided support for schedule M2 and M3.
• Produced quarterly and annual balance sheets, income statements and monthly bank reconciliations for bookkeeping clients.
• Conducted interactive training sessions in ProSystems Tax and CCH engagement software, incorporating hands-on exercises and practical examples to enhance learning and retention.

• Ensure customers meet their needs by providing excellent customer service.
• Answer phone calls promptly and return the calls when necessary.
• Communicate with different departments and ensure various forms submitted by students are correct.

• Guide students to access “Insight” web page for their online courses.
• Organize online and television classes schedule.
• Reserve rooms for orientations, midterm exams and final exams of online and television courses.