Phillip Tsien
Irvine,CA
Summary
CPA Candidate (expected to be licensed January 2025)
Overview
6
6
years of professional experience
Work History
Senior Tax Accountant
HCVT
08.2023 - Current
- Federal and state tax compliance for private equity firms
- Reviewing workpapers and deliverables for investment partnerships
- Managing and training staff on tax projects
Senior Client Service Manager
Morey CPA & Associates
09.2022 - 07.2023
- Communicating with clients on tax compliance and bookkeeping issues
- Managing six associates for tax and bookkeeping work
- Assisting clients with IRS notices, estimated tax payments, sales tax, and various other tax issues
Tax Accountant
Pathway Capital
03.2021 - 09.2022
- Analyzed investment partnership schedule K-1s
- Analyzed distributions for FDAP and ECI
- Prepared/reviewed tax work papers and support for outside tax preparers
Experienced Tax Associate
Grant Thornton
01.2019 - 03.2020
- Federal and state tax compliance for partnerships and corporations – prepared workpapers/tools, sent to seniors/managers for review, and then imported to tax software (GoSystems, BNA Income Tax Planner, BNA Interactive Forms)
- Worked on the 1040’s of the partners of the partnership and their relatives – Allocated partnership income according to K-1s
Education
Master of Science - Taxation
CALIFORNIA STATE UNIVERSITY, FULLERTON
Bachelor of Arts - Economics/Chinese double major
UNIVERSITY OF CALIFORNIA DAVIS
Merits
English, Chinese, Tennis, basketball, competitive gaming, GoSystems, Excel (Sumifs, Pivot Table, and V-lookup), QuickBooks
Languages
Chinese (Mandarin)
Professional Working
Timeline
Senior Tax Accountant
HCVT
08.2023 - Current
Senior Client Service Manager
Morey CPA & Associates
09.2022 - 07.2023
Tax Accountant
Pathway Capital
03.2021 - 09.2022
Experienced Tax Associate
Grant Thornton
01.2019 - 03.2020
Bachelor of Arts - Economics/Chinese double major
UNIVERSITY OF CALIFORNIA DAVIS
Master of Science - Taxation
CALIFORNIA STATE UNIVERSITY, FULLERTON
Similar Profiles
Lilit KhachatryanLilit Khachatryan
Supervising Senior Accountant at Holthouse Carlin & Van Trigt LLP (HCVT)Supervising Senior Accountant at Holthouse Carlin & Van Trigt LLP (HCVT)
Brookelynn KleinBrookelynn Klein
Multi-Line Insurance Agent at AflacMulti-Line Insurance Agent at Aflac
Agostino MilazzoAgostino Milazzo
Owner at ClientsIOOwner at ClientsIO
Sravani YelamarthiSravani Yelamarthi
Sr. Java Developer at Wells FargoSr. Java Developer at Wells Fargo
Adilya BoucherAdilya Boucher
Sales Manager at Hyatt House IrvineSales Manager at Hyatt House Irvine