Karry Hu
San Jose
Summary
Results-oriented Tax and Accounting Professional with extensive experience in federal and multistate compliance and complex entity reporting. Expertise includes advanced tax research, accounting analysis, and delivering accurate financial outcomes. Proven ability to mentor junior staff and foster trusted relationships with clients and stakeholders to enhance operational efficiency.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Senior Tax Associate
Sweeney Conrad
08.2023 - Current
- Prepared and reviewed federal and multistate tax returns for diverse clients.
- Identified planning opportunities through thorough research of tax issues.
- Managed quarterly estimates by analyzing trial balances and preparing workpapers.
- Served as primary client liaison, facilitating communication and project progress.
- Ensured accuracy by reviewing staff work and providing constructive feedback.
- Mentored junior associates and optimized team workflow during peak periods.
Advanced Tax Staff
CBIZ Berntson Porter
10.2021 - 08.2023
- Streamlined tax engagement processes for corporations and high net-worth individuals.
- Prepared quarterly federal and state estimates, ensuring accurate payment vouchers.
- Conducted income tax research using CCH software and nexus analysis techniques.
- Collaborated with client finance teams to enhance tax planning and compliance efforts.
- Calculated asset depreciation and retirement, optimizing CCH Fixed Asset usage.
- Achieved project completion ahead of schedule by optimizing Excel work papers.
Summer Tax Internship
Berntson Porter & Company, PLLC
06.2020 - 08.2020
- Gained valuable accounting experience by assisting seniors and managers on projects.
- Prepared four individual tax returns using Protax and BNA software efficiently.
- Built professional network with Berntson Porter’s tax experts to explore career paths.
- Learned best practices and firm culture through collaboration with tax professionals.
Financial Planner
New York Life Insurance Company
06.2017 - 01.2019
- Secured Washington state licenses in Life and Health insurance sectors.
- Conducted thorough factfinding to recommend suitable financial plans for clients.
- Generated leads and built relationships through effective communication and marketing strategies.
Education
Master of Professional Accountancy - MPAc
Rady School of Management, University of California San Diego
San Diego06.2021
Bachelor of Science - Accounting
University of Washington, Bothell
Bothell, WA06.2020
Skills
- CaseWare, Sureprep, CCH ProSystem Tax, CCH Axcess, CCH Fixed Asset, Microsoft Office, Salesforce, Tax Slayer, BNA
Certification
Certified Public Accountant (CPA) – In Progress
• Passed 2 of 4 CPA Exam sections
• Remaining sections scheduled; expected completion August 2026
Languages
Chinese (Mandarin)
Native or Bilingual
Timeline
Senior Tax Associate
Sweeney Conrad
08.2023 - Current
Advanced Tax Staff
CBIZ Berntson Porter
10.2021 - 08.2023
Summer Tax Internship
Berntson Porter & Company, PLLC
06.2020 - 08.2020
Financial Planner
New York Life Insurance Company
06.2017 - 01.2019
Master of Professional Accountancy - MPAc
Rady School of Management, University of California San Diego
Bachelor of Science - Accounting
University of Washington, Bothell