Josephine Chen
Irvine,CA
Summary
Tax professional with comprehensive experience in investigating and resolving tax issues bringing thorough understanding of regulatory compliance and audit processes. Highly motivated and enthusiastic accounting professional with proven experience in tax return reporting, tax planning, and financial management. Reputation for investigating and resolving issues and constantly striving for process improvement. Independent, creative, and critical thinker with sound judgement as well as ability to prioritize and manage time effectively.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Internal Revenue Agent
Internal Revenue Service, IRS
07.2024 - 02.2025
- Built strong relationships with taxpayers through professional communication and timely responses to inquiries.
- Streamlined auditing processes for improved efficiency and accuracy in identifying discrepancies.
- Assisted taxpayers with understanding complex tax laws, providing clear explanations and guidance.
- Collaborated effectively with other federal agencies during joint investigations, ensuring smooth coordination between all parties involved.
- Evaluated taxpayer documentation, ensuring adherence to relevant regulations and laws.
- Identified potential areas of non-compliance by analyzing financial statements and related documents.
Senior Tax Consultant
Deloitte Tax LLP
11.2021 - 06.2024
- Provide large-sized corporate complex income tax compliance service in Federal and Multi-state C-Corporation
- Reviewed complicated Federal and state consolidated corporate income tax workpapers and returns
- Participating in Income Taxes (ASC740) year-end integrated audits and quarterly review engagements for SEC registered clients, as well a year-end audit for private clients; Tasks performed including risk assessment analytical procedures, sampling analysis, testing controls, substantive testing procedures, draft year-end auditing procedures, and tax summary memos
- Provision review and preparation for vary industries clients
- Drafted tax provision preparation memorandum
- Facilitated meetings with client and addressed their questions and concerns regarding tax forms and potential/existing tax issues
- Perform research on complex tax issues using internal revenue code, treasury regulations and other relevant authorities/guidance
- Manage tax compliance process, schedule staff, deliver work products on time and within scope, and communicate engagement status to Deloitte management
Senior Tax Accountant
Staffmark Pelican Products, Inc.
10.2020 - 04.2021
- Prepare and review of monthly and quarterly multi-state sales & use tax returns
- Provide sales tax support by reviewing and maintaining resale certificates
- Prepare and review of quarterly estimated tax payments and extensions in collaboration with external Big 4 CPA firm
- Research tax issues while coordinating with internal departments and external tax advisors
Tax Associate
CohnReznick LLP
01.2019 - 06.2020
- Prepared Federal and state tax returns and international tax forms for multi-state C-Corporations, partnerships, S-Corporations & high-net wealth individuals, and ensured accuracy and completeness
- Prepared reports of foreign bank and financial accounts, forms 5471, 5472, 8858, and quarterly tax provision in accordance with ASC 740
- Prepared year-end tax planning with BNA to help clients save on federal and state taxes
- Calculated quarterly estimates and extensions and assisted with tax planning
- Collaborated with other teams and clientele to aid in meeting time constraints, special projects, and notice resolution
Education
Master of Accounting & Financial Management -
Keller Graduate School of Management
10.2015
Bachelor of Accountancy -
Shanghai Jianqiao University
07.2011
Skills
- Tax Preparation
- Account Reconciliation
- GoSystem
- CCH Axcess & Engagement
- CCH ProSystem fx
- Caseware
- Corptax
- BNA Checkpoint
- K-1G
- Microsoft Office Suite
- Auditing techniques
- Tax risk assessment
- SAP
- Corporate taxation
- Data Analysis & Presentation Skills
- Python Specialization
- SAP
- Corporate tax filings
- Corporate taxation
- Data Analysis & Presentation Skills
- Python Specialization
Websites
Certification
Certified Public Accountant, California
Finished Classes
- Data Analysis & Presentation Skills
- Python Specialization
Languages
English
Professional Working
Chinese (Mandarin)
Native or Bilingual
Chinese (Cantonese)
Native or Bilingual
Timeline
Internal Revenue Agent
Internal Revenue Service, IRS
07.2024 - 02.2025
Senior Tax Consultant
Deloitte Tax LLP
11.2021 - 06.2024
Senior Tax Accountant
Staffmark Pelican Products, Inc.
10.2020 - 04.2021
Tax Associate
CohnReznick LLP
01.2019 - 06.2020
Bachelor of Accountancy -
Shanghai Jianqiao University
Master of Accounting & Financial Management -
Keller Graduate School of Management
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