Teddy Sun Email & Phone Number

Vienna, Va, Us

Review and prepare 1040, 1041 returns. Provided customer service for both existing and potential customers. Resolved issues and concerns of clients in regard to their returns.

Mclean, Virginia, United States

Reviewed and consolidated tax notice responses, 1040, 1095-C, W2, tax residency certification, and other tax related documents. Conducted calculations involving tax equalization, state and federal withholding, safe harbor calculations. Assisted clients with consolidating payment vouchers, coupons, cover letters, and legal documents to send over to the IRS and state authorities. Reviewed and updated authorization lists, billing information, and tax information using internal client databases. Served as the direct point of contact between clients and colleagues from EY global offices involving tax work/requests that are performed outside the US.

Vienna, Virginia

Recommended and referred various types of products and services to customers. Followed up with potential sales leads and opportunities, scheduled appointments for financial reviews with customers. Dealt with resolving various account issues and assisted with service requests. Assisted customers with processing deposits, withdraws, check cashing, cashier’s checks, payments, and other various needs. Provided phone inquiries to existing and new potential HSBC customers pertaining to account and general information. Perform routine audits and compliance procedures.

Fairfax, Virginia

Processed deposits, withdraws, check cashing, and payments for customers. Provided phone inquiries to existing and new potential PNC customers pertaining to account and general information. Dealt with resolving various account issues and assisted with service requests. Opened up various types of accounts for customers. Made multichannel sales calls, scheduled appointments for financial reviews with customers, recommended various PNC products and services to customers.

Pittsburgh, Pennsylvania

Provided phone inquiries to existing and new potential PNC customers pertaining to account and general information. Dealt with resolving various account issues and assisted with service requests. Gave helpful advice and made recommendation to customers on how to better manage their accounts. Promoted PNC products and services to customers as a brand ambassador.

Charleston, West Virginia

Arrange and set up meetings between my company and its partner. Manage schedule, flight and hotel arrangements for my company’s partner. Assist my company’s partner with managing their mail, bills, and office supplies. Provided transportation and translation services for both my company and its partner.

Beijing, China

Developed and analyzed presentations on various projects. Developed useful tools for the company employees. Established market research and data gathering involving areas in China and other nations that potentially could become target markets for our products and services. Reached out to potential clients and explained to them about the effectiveness and efficiency of De-NOx technologies.

Morgantown, Wv

Answered questions via phone and email, provided customer service for students and residents. Collected and managed of residents’ IDs and room information. Managed and bookkept records and data. Dealt with dangerous situations and emergencies.

Morgantown, Wv

Answered questions via phone and email. Provided customer service to students and parents involving payments, financial aid information, tuition waivers, wire transfers, refunds, and other services pertaining to student accounts. Assisted customers by referring them to various departments helping them meet their needs.

Master'S Degree, Accounting

Master Of Business Administration (Mba), Dual Mba- Energy Management And Human Resources Concentration, 3.89

Bachelor Of Business Administration (B.B.A.), Finance