• Reviewed federal and state K-1s for 70+ various funds and co-investment entities, verifying accuracy in allocations and ensuring compliance with tax regulations.• Prepared complex tax workpapers, including Book-to-Tax Reconciliation for capital accounts, meticulously tracking both realized and unrealized gains, investor distributions, and capital adjustments.• Conducted weekly sessions with Deloitte’s tax team to review and resolve discrepancies, implementing data-driven solutions that enhanced filing accuracy and compliance.• Assisted in tax planning by evaluating the tax impact of various investments, contributing insights on fund structuring and tax efficiency strategies to optimize investor returns.

- Preparing tax returns for individuals, partnerships, trusts and corporations- Inputting schedule K-1 and K-3 for partnerships. Understanding income, deductions and credits allocated to partners in LLC while reviewing partners information within CCH Axcess- Conducted portfolio of partners and individuals including workpaper and tax form in CCH. Matching balance sheet to tax basis based on GAAP, editing various disclosures like QSBS footnote, and states tax return.- Editing form 1099, 1061, 8938 and 8621 for individuals while planning individuals’ next tax season forecast.- Presenting NIIT topic in the group while learning lessons of Passive Activity Losses and Self-Employment Taxes

- Planning Ball Hockey game with manager and researching Chinese hockey fans' taste in ice hockey, examining collected data 40% local people never approach hockey before- Prompting brand into social media - instagram, facebook, wechat and see people's engagement with brand then make decent adjustment with posts- Attending hockey competition with people from Canada, USA, and Finland, by playing game with people from different cultures to get inspiration for designed products

- Studying the data virtualization- Understanding the internal operations- Learning asset allocations and writing business proposal