Kate Choi Email & Phone Number

Chicago, IL, US

Chicago, Illinois, United States

Champaign, Illinois, United States

Champaign, Illinois, United States

• Led a team of 16 members and assisted 80+ U.S. based international clients with their individual tax filings (Form 1040/1040-NR) that encompasses complex concepts and tax credit systems such as AOTC, EIC, CTC
• Modified and improved training course for new and established members and provided weekly trainings on individual tax compliance covered by VITA along with preparing evaluation materials and case studies

Champaign, Illinois, United States

• Certified to be a Volunteer Income Tax Assistant (VITA) by IRS to provide consulting services to local people in Champaign-Urbana society for Federal and State income tax
• Established an alumni network and retained communication with the alumni to gain support and connection

Chicago, Illinois, United States

• Analyzed legislations and corporate governance code of 54 countries, targeted for increase in gender diversity at the board of director’s level based on year published, quota-based clause, penalty for noncompliance, etc.
• Ensured legislations and corporate governance code is up to date and information are in agreement with previously researched documents of gender-diversity policies

Seoul, South Korea

• Prepared 50+ U.S. income tax returns for individuals and businesses in various situations such as U.S. individuals residing in Korea, individuals who have continuous U.S. derived income, shareholders of corporations.
• Consulted domestic and foreign clients who may be subject tax filing penalty of $10,000+, identified the risks and consequences, and performed Streamlined Filing Compliance Procedures (SFOP/SDOP) in applicable cases
• Conducted research tax regulations on sales tax, state tax, and location of incorporation and summarized applications of such for several consulting projects on incorporations and acquisitions
• Engaged in maintenance of client relationships through timely communication, weekly status update on the clients’ tax return, and delivered conclusions and answers after a discussion with the team
• Assisted the team with international tax compliance process by creating an excel template for mapping various schedules of Form 5471 (i.e., Schedule A, Schedule B, Schedule C, Schedule F)

Champaign, Illinois, United States

• Managed $10,000+ worth of yearly budget to allocate funds to necessary teams within the organization by evaluating annual agenda and sponsorship goals for each team and matching expenses accordingly
• Created bi-annual financial statements and provided an accurate representation of each team’s spending
• Oversaw an analysis of sponsorships and spending in prior semesters and outlined a final budget for the organization
• Participated in acquiring sponsorships of $3,000+ by presenting in regular meetings to promote events

Seoul, South Korea

• Supervised number of 12 staffs to secure, guide, and inform the participants during the conference
• Partook in weekly planning meetings prior to the conference to ensure details of participant accommodation, agenda, and contextual items
• Provided monthly professional training program for head and deputy staffs on conference guidelines, delegate registration, voting procedure, etc.

Master Of Accounting Science - Mas, Accountancy

Activities and Societies: ACCY 302 Graduate Teaching Assistant, Tax Advisors for the Champaign Society (TACS)Concentration in Tax and Data.

Bachelor Of Science - Bs, Accountancy, 3.85/4.00

Activities and Societies: High Honors, Dean’s List, Research Assistant, Tax Advisors for the Champaign Society (TACS)

Exchange Program, Business Administration And Management, General

3.9/4.0

Activities and Societies: National Honor Society, Living In Faith Together (LIFT) Group Leader, High Honor Roll, Soccer, Tennis