Jay J. Lee, Cpa, Mst Email and Phone Number
Jay J. Lee, Cpa, Mst work email
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Jay J. Lee, Cpa, Mst personal email
Jay is a well-rounded accountant with over a decade of tax preparation experience, eight of which were at a regional firm in the Bay Area in both audit and tax. He works with corporations, partnerships, and high net worth individuals specializing in providing clients with a wide range of accounting services. He specializes with closely-held businesses and their owners to help clients achieve business and personal goals. Jay has extensive experience with clients in the technology, real estate, manufacturing, and professional service sectors. He is an expert in flow-through entities such as S-corporations, partnerships, and LLCs and is skilled in finding tax planning opportunities within the limits of the Internal Revenue Code. Jay offers quarterly tax planning and projections, and is also knowledgeable in tax research and audit representation.Jay received his bachelor’s degree in Business Administration in 2007 from San Francisco State University with a focus in Accounting and minored in International Business and Asian American Studies. He earned his Master’s in Taxation from San Jose State University in 2012. He is a California licensed Certified Public Accountant (CPA) and notary public. Outside of the office, Jay enjoys running, obstacle course racing, playing hockey, aquascaping, and bowling.
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Certified Public AccountantNexus Tax Services Dec 2016 - PresentFremont, Ca, UsProviding quality accounting, tax, and business expertise to individuals and closely held businesses. We strive to build long-term relationships to help clients achieve their goals. Services provided include:General accounting services/bookkeepingTax compliance (federal and state filings)Tax planningAudit representationSales tax filingReview of income tax returnsConsulting around starting a new businessContract controller and CFO
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Cfo/ControllerKo Comedy Jan 2018 - PresentLos Angeles, Ca, Us -
Founding PartnerScobie Kombucha Nov 2018 - PresentOakland, California, Us -
Experience Tax SeniorSensiba San Filippo Llp Nov 2014 - Dec 2016Pleasanton, Ca, UsWorked with closely held businesses and individuals to meet their tax compliance and tax planning needs. I specialized in start ups, manufacturing, real estate, and tech industries.- Prepared, supervised, and reviewed preparation of federal and state income tax returns, quarterly estimates, and other income tax compliance related functions for corporations, partnerships, S-corporations, and individuals- Tax compliance experience include: 263A, DPAD, R&D Credits, multi-state filing requirements- Prepared and reviewed provision for income taxes- Planned and managed assignments, coordinate work processes, analyze work plans and assisted in the development of realistic budgets and reasonable billings- Maintained a good working relationship and worked effectively with client personnel at all levels to gather information to preform tax services- Assisted clients with journal entries, depreciation, and other accounting assistance- Resolved notices from taxing authorities including representation of audits- Researched on consulting projects including analysis of of new tax laws and proposed regulations- Worked closely with partners to promptly resolve client problems or tax issues- Supervised, developed, and mentored newer staff through on the job training and one-on-one meetings -
Senior AssociateSensiba San Filippo Llp Nov 2013 - Nov 2014Pleasanton, Ca, Us- Developed firm's curriculum for tax new hires including both technical and practical training presentations, case studies, and group discussions- Trained new hires on topics of partnerships, S-corporations, C-corporations, tax research- Supervised and provided on the job training for up to five staff members concurrently- Prepared complex corporate, partnership, and individual tax returns- Reviewed returns prepared by junior staff
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Experienced AssociateSensiba San Filippo Llp Nov 2009 - Nov 2013Pleasanton, Ca, UsAudit Department 2010-2012Tax Department 2012-2013Audit functions included:- Prepare financial statement audit, reviews, compilations, 401(k) audits, and Agreed Upon Procedures (AUP)- Experienced auditing balance sheet and income statement accounts including revenue recognition, purchases/inventory, cash receipts and disbursements, and subsequent events review- Led small engagements and maintained communications between client and engagement teammates
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AssociateSensiba San Filippo Llp Sep 2008 - Nov 2009Pleasanton, Ca, Us
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AccountantPhihong Usa 2007 - 2008Fremont, California, Us• Managed accounts receivables valued over $15million with over 100 customers• Prepared month-end closing and reconciliation statements • Analyzed new customer financial position to set customer credit limit • Established new procedures for the accounting department to improve communication between sales and accounting department • Formed strong relationship with customer contacts • Resolved payment issues with large customers such as Research In Motion, Bose, Motorola, Microsoft, Cisco Systems, Flextronics, and other Fortune 500 companies • Assisted with full-cycle accounts payable • Interviewed and recruited for new accounting staff • Worked in tandem with the CFO/COO • Team member of implementing SAP Business One -
TelemarketerFisher Investments 2004 - 2005Plano, Texas, Us• Generated leads for potential high net-worth clients • Answered calls and processed client requests for information
Jay J. Lee, Cpa, Mst Skills
Jay J. Lee, Cpa, Mst Education Details
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San José State UniversityTaxation -
San Francisco State UniversityAsian American Studies
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Mission San Jose
Frequently Asked Questions about Jay J. Lee, Cpa, Mst
What company does Jay J. Lee, Cpa, Mst work for?
Jay J. Lee, Cpa, Mst works for Nexus Tax Services
What is Jay J. Lee, Cpa, Mst's role at the current company?
Jay J. Lee, Cpa, Mst's current role is CPA and Founder of Nexus Tax Services.
What is Jay J. Lee, Cpa, Mst's email address?
Jay J. Lee, Cpa, Mst's email address is jl****@****llp.com
What schools did Jay J. Lee, Cpa, Mst attend?
Jay J. Lee, Cpa, Mst attended San José State University, San Francisco State University, Mission San Jose.
What are some of Jay J. Lee, Cpa, Mst's interests?
Jay J. Lee, Cpa, Mst has interest in Children, Economic Empowerment, Aquascaping, Animal Welfare, Obstacle Course Racing, Poverty Alleviation, Bowling, Running, Hockey, Fishing.
What skills is Jay J. Lee, Cpa, Mst known for?
Jay J. Lee, Cpa, Mst has skills like Accounting, Tax, Income Tax, Corporate Tax, Tax Preparation, Auditing, Quickbooks, Finance, Account Reconciliation, Financial Analysis, Cpa, Tax Research.
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