Jacqueline H.

Phan, CPA
Escondido, CA 92027
(408) 307-0677 cell
jp6adb16@westpost.net

OBJECTIVE Applying for Tax Accountant

EDUCATION San Jose State University, San Jose, CA
Master of Science in Taxation
California Board of Accountancy
Certified Public Accountant
San Jose State University, San Jose, CA
B.S. in Accounting
RELATED
EXPERIENCE Perisho Tombor Ramirez Filler & Brown PC, San Jose, CA
01/05 - 05/10 Senior Tax Accountant
* Review financial information to create workpapers, related schedules, state
ments, and related reports to prepare federal, state, and local tax returns
* Reconcile balance sheet and income statement per books to tax returns
* Prepare journal entries for book to tax adjustments
* Prepare federal, California and multi-state income tax returns for business en
tities and their owners/shareholders
* Provide gift, estate and trust planning and compliance
* Perform tax and research and analysis
* Write memorandums
* Correspond with clients and taxing authorities
* Coordinate projects with team members and train new staff
* Function as a resource for new staff and interns
Ionics Water Systems, Livermore, CA
12//03 - 12/04 Staff Accountant
* Cash management and posting loan payments
* Journal entries to Accounts Receivable and General ledger
* Accounts Receivable reconciliation
* Review and analysis of aging accounts receivables
* Month-end closings
* Daily client contact for overdue balances and reconciliation of invoices
Robert Half International, Santa Clara, CA
08//03 - 12/03 Staff Accountant
* Post transactions in A/R, A/P, and General ledger
* Reconcile Bank Balance Report
* Sales Tax research
* Daily client contact on invoices discrepancy
02/01 - 07/03 Tax & Accounting Services, Milpitas, CA
Tax Accountant
* Preparing payroll taxes for restaurants, dry cleaners, and markets
* Providing Income Tax Preparation for Individuals, Proprietorships, and Partner
ships
* Sales Tax Filings monthly, quarterly, and annually
* Bookkeeping
01/00 - 04/01 Johanson & Yau Accountancy Corporation, San Jose, CA
Tax Accountant
* Prepared tax returns for individuals, proprietorships, and trusts
* Prepared annual property tax for businesses
SKILLS ProSystem, Lacert, CS Engagement, Quickbooks, Microsoft Office -
Excel, Word, Outlook, Powe
rPoint.
Attention to details, time management, results driven, deadline- oriente
d, quick learner, objectivity, confidentiality, knowledge of GAAP, and research
skills
ACTIVITIES CalCPA, Finance Committee, Phi Kappa Phi Honor Society
Golden Key International Honor Society, SJSU Chapter