Catherine Chen Email & Phone Number

• Serve as the Site Coordinator for the UCLA VITA site and maintain communication with IRS and all tax law updates.• Oversee all executive committees and provide assistance when required.• Lead the Internal and External committees in lieu of a lack of a Director for both, providing advice and instructions on how to manage internal operations and external communications, including but not limited to firm representatives, clients, and partners.

• Update the VITA at UCLA website to include learning materials for volunteers and correct logistics regarding volunteer deadlines• Collaborate with the finance committee to organize board and volunteer socials• Manage internal emails throughout the organization and coordinate volunteer signups for off-campus library sites

• Obtained IRS certification• Assisted clients in filling out tax returns

• Student Assistant in General Accounting – Sales, Services, and Auxiliaries• Link accounts to their corresponding funds within the university system.• Upload journals from various departments to the general ledger and ensuring journal numbers are correct• Upload supporting documents for account reconciliations while updating the current month’s items to match said documents• View and approve high value requisitions.• Handled the 2022 & 2023 fiscal year closing journals for publication inventory and item inventory

Los Angeles Metropolitan Area

• Multistate Tax Intern

Los Angeles, California, United States

• Explored service lines in a two-week case-study client which culminated in a presentation proposing solutions and initiatives.• Worked on a Tax Challenge revolving around donor-advised funds and policies around grant making and external advisors• Created a presentation summarizing data and recommendations and presented findings to Deloitte's Tax Leadership

• Apply to the Board of Directors and Contingency funding to provide funds for the Project Overseer (High Altitude Balloon), Project Rapid (CubeSat), and workshops and socials• Responsible for filling out purchase order forms and acquiring the P.I.'s and fund manager's approval• Created a systematic form for collecting the correct information for member reimbursements based on the type of reimbursement requested

• Restructured the accounts sheets to display the amounts deposited and withdrawn across different funds and projects• Assisted in applying for funding programs such as Contingency

• Committee member of the Westwood Business Liaison Committee, under the Financial Supports Commission (FSC) of USAC• Maintain relationships with partnered businesses in Westwood to provide student discounts and build new relationships with businesses to further expand students' benefits through cold contacting

Bachelor Of Arts - Ba, Business Economics

High School Diploma