1.Sent e-mails to clients to confirm 2014 tax information and to require for 2015 updated documents2.Entered confirmed information from 2014 system to 2015 system and updated 2015 tax documents using Drake tax software. 3.Communicated to manger and made changes to data according to manager’s assessment. 4.Mailed/emailed final reviewed documents to clients with paper/e-signature pages.5.Mailed tax return documents to IRS.

1.Investigated 2 clients via their websites, generated background reports, and observed their working environment. Then developed an audit plan with team members. 2.Interviewed client’s employees and managers, and formed an interview memo.3.Installed new audit program and downloaded data from client’s system. 4.Performed analytic procedures on expense part, and compared current data with previous years’. Then came up with conclusions and reports.5.Composed 17 bank confirmations, and reconciled the accounts.

1.Reviewed invoices on E-Accounting software and adjusted errors.2.Explained company’s system to new clients, lectured them with basic securities knowledge and assisted them to open accounts.3.Consulted with current clients and managed their profiles by sorting information. 4.Called current clients and inquired them on their satisfaction of our service. Record their advice and discussed with managers.