Liming Yang Email & Phone Number

Toronto, On, Ca

Miami, Florida, Us

Tax Senior – Financial Services June 2019 – Present• Member of a boutique public accounting firm in the southeast region; specialized in financial services taxes covering hedge funds, Fund of Funds and private equity funds• Performed rigorous financial and tax analysis on clients’ data including investment term analysis, book-to-tax differential reconciliation and income source analysis for regulatory filing purposes• Provided training and mentorship to junior associates; built a collegial team environment to drive efficiency• Collaborated with audit and IT teams for data gathering, cleansing and software implementation• Experienced in state-level laws and regulatory requirements across the U.S.Select Project Experience• Advisor to a major US asset manager on its fund of funds division• Performed quarterly cash flow and investment performance analysis for the client to forecast estimated tax liability for each respective partner within the entity• Created classifications of various sources of incomes to appropriately evaluate tax filing requirements• Calculated allocations of management fees and carried interests to prepare individual K-1 filings• Prepared detailed footnotes to walk through clients on calculation methodologies• Conducted book vs. cash taxes difference analyses to maximize potential tax benefits to clients

• Member of a major public accounting firm; part of the external audit team over the course of a year covering multiple clients ranging from electronics retailers to apparel manufacturers• Participated in the entire audit engagement process from pre-engagement planning, client information gathering, internal control investigations, on-site audit and workpaper preparation• Prepared forecasted financial statement for the going concern assumption test• Performed substantive testing procedures on bank statements, accounts receivable balance and purchase orders to test the occurrence and completeness of client’s revenue recognition• Created a methodology to organize work papers and client data to ensure efficient processing• Built extensive relationships with multiple clients; received return offer to join the firm upon graduation

Master'S Degree, Accounting And Finance

Bachelor'S Degree, Accounting