David Ou Email & Phone Number

Chicago, Illinois, United States

Chicago, Illinois, United States

• Participated in a loan staff program to be part of the tax team of the U.S top financial institute. Main duties included but not limited to: Review complex PE tax workpapers and returns, provide comments and feedbacks.
• Host client phone/virtual meetings for project kick off meetings, information request meetings, tax consultation meetings and project status update meetings.
• Communicate with clients on a daily basis to ensure full understanding of client expectation and business nature with tax consulting on financial related matters.
• Lead Tax Depreciation, 199a Deduction seminars for 25+ staffs, managers and partners
• Research and adapted tax reform changes to partnership returns including 199a and 163j election.
• Lead teams on various portfolio engagements and assists new associate to have a better understanding of our clients and take bigger roles in team.

Chicago

• Specializing in preparation and review of form 1040, 1065 and 1120 REIT:
• Understand waterfall schedule received from clients and prepare allocation of income in accordance to operating agreement and waterfall schedule.
• Prepare and review passthrough entity returns for various industries including real estate and private equity.
• Manage receipts and disbursements of large individual, trusts and estate to ensure high quality tax practices delivery
• Review financial records, income statements and expenditures to determine appropriate forms needed to complete for tax returns
• Prepare and review Federal, State and Local Tax Returns and Work-papers.

• Helped professors in classroom management.
• Served as a communication media between professors and students for a better understanding of each other.
• Graded homeworks and quizzes and posted them from McGraw-Hill Connect to UIC Blackboard system.
• Hosted review section before quizzes and tests and tutored students on course related subjects.
• Meeting professors on a weekly basis to received further instruction for each week.

• Used Citrix system to perform vouchering and matching on expense reports from employees and companies
• Verified individual purchase orders, categorized them according to department codes and entered purchase orders into e-Procurement system
• Organized collected money from accounts receivable department, recorded them using Edrawer system
• Managed all W9 form and contract list from vendors that have ongoing relationship with our company.
• Filed checks issued from company to vendors

Master Of Science In Accounting

Bachelor'S Degree, Accounting

Activities and Societies: Chinese Student Scholar Association