Validate and approve employee travel expense reports in SAP Concur, ensuring policy compliance and timely vendor payments in eWorkflow.
Coordinate with auditors and external CPAs for quarterly and annual reviews.
Verify and post account transactions to prepare checks and maintain accounting ledgers.
Performed monthly bank reconciliations and prepared journal entries for adjustments.
Perform detailed invoice reviews and reconciliations to ensure expenses were accurately recorded, properly supported, and compliant with internal policies.
Tax Associate
PwC
San Jose, CA
07.2024 - 09.2025
Prepared individual and business tax returns using tax preparation software OneSource Income Tax.
Reviewed purchase orders, contracts, and supporting documentation to validate alignment with invoices and appropriate accounting treatment.
Reviewed financial statements to identify potential tax deductions and credits.
Prepared audit documentation for client financial statements and compliance requirements.
Managed accounts receivable and payables processes, including invoicing, payments, and collections.
Prepared monthly financial reports for management review and analysis.
Used software tools including SAP (Ariba) for invoice processing and status tracking.
Advance Tax Intern (Internship)
PwC
San Jose, CA
06.2023 - 08.2023
Researched and analyzed tax laws, rules and regulations, pertinent client, industry, and technical matters.
Technical aspects of tax compliance services, including planning, strategy and execution including general knowledge of federal and state tax laws.
Worked with large, complex data sets to build models and leverage data visualization tools.