Ngành nghề
Nơi làm việc
Lê Dũng
Thông tin nghề nghiệp
5
Trên đại học
Độc thân
Trưởng nhóm / ban
Tp Hồ Chí Minh, (có thể thay đổi nơi làm việc)
19 triệu
Khác
Kinh nghiệm làm việc
Nhân viên/ Có kinh nghiệm tại Self-Employed – Remote
▪ Perform general bookkeeping and financial reporting for small businesses using Quickbooks
and Excel
▪ Process bank reconciliation, journal entries and financial statements such as balance sheets and
income statements monthly and for year end closing
▪ Clean up and maintain accurate chart of accounts, account payable, account recievable for
multiple books
▪ Track and manage income and expenses, and provide budgets on weekly and monthly basis
▪ Prepare US tax returns and perform tax planning for individuals
▪ Resolve tax problems for individuals with the government agency
and Excel
▪ Process bank reconciliation, journal entries and financial statements such as balance sheets and
income statements monthly and for year end closing
▪ Clean up and maintain accurate chart of accounts, account payable, account recievable for
multiple books
▪ Track and manage income and expenses, and provide budgets on weekly and monthly basis
▪ Prepare US tax returns and perform tax planning for individuals
▪ Resolve tax problems for individuals with the government agency
Từ 2019 đến 2020: Quản lý tại Kweit, Mantell & Delucia CPA's – New York, NY
Manage clients’ business and personal finances and perform full charge bookkeeping including but
not limited to:
YUNG LE
(Dung Le)
▪ Prepare and maintain A/R and A/P records, reconciliations, statements, and other financial
information, and manage all client’s projects using computer software such as Quickbooks
Pro/Online, Xero, Excel, StudioDesign, Fuigo…
▪ Process vendor invoices, bill payments, checks, bank deposits, payroll and expense reports.
▪ Perform month/year end closing, and conducted quarterly client business reviews
▪ Evaluate and provide monthly revenue and expense forecasts by account
▪ Prepare financial reports by collecting, analyzing, and summarizing account information
▪ Meet with clients regarding account and project summary and discuss restructuring options.
▪ Keep up with trends, changes, and other actions that might affect the accounts
▪ Manage and solve any conflicts with clients or any problems they may have, independently
addressing and resolving issues
not limited to:
YUNG LE
(Dung Le)
▪ Prepare and maintain A/R and A/P records, reconciliations, statements, and other financial
information, and manage all client’s projects using computer software such as Quickbooks
Pro/Online, Xero, Excel, StudioDesign, Fuigo…
▪ Process vendor invoices, bill payments, checks, bank deposits, payroll and expense reports.
▪ Perform month/year end closing, and conducted quarterly client business reviews
▪ Evaluate and provide monthly revenue and expense forecasts by account
▪ Prepare financial reports by collecting, analyzing, and summarizing account information
▪ Meet with clients regarding account and project summary and discuss restructuring options.
▪ Keep up with trends, changes, and other actions that might affect the accounts
▪ Manage and solve any conflicts with clients or any problems they may have, independently
addressing and resolving issues
Cộng tác viên tại Porter & Hunt, LLP – Irvine, CA
▪ Prepare and review various federal and state income tax returns for businesses and individuals,
sale tax returns, 1099, FBAR, POA, Statement of Information, Election by a S-Corp and variety of
other tax forms
▪ Research tax topics and tax/financial related issues
▪ Perform tax planning for high net worth individuals using BNA and Excel, and bookkeeping
using QuickBooks Desktop and Online
▪ Respond to federal and state audits/notices
▪ Manage client and prospect data with MS Excel
▪ Communicate with clients regarding tax return information and status
▪ Organize office operations and manage office procedures
▪ Maintain office staff by recruiting, conducting interviews, evaluating, training and managing
employees
▪ Keep track of deadlines, filing, supplies and client data
▪ Manage staff tasks and assign a collection of tasks to different staff members
▪ Monitor staff and tax partner email accounts and correspondences
sale tax returns, 1099, FBAR, POA, Statement of Information, Election by a S-Corp and variety of
other tax forms
▪ Research tax topics and tax/financial related issues
▪ Perform tax planning for high net worth individuals using BNA and Excel, and bookkeeping
using QuickBooks Desktop and Online
▪ Respond to federal and state audits/notices
▪ Manage client and prospect data with MS Excel
▪ Communicate with clients regarding tax return information and status
▪ Organize office operations and manage office procedures
▪ Maintain office staff by recruiting, conducting interviews, evaluating, training and managing
employees
▪ Keep track of deadlines, filing, supplies and client data
▪ Manage staff tasks and assign a collection of tasks to different staff members
▪ Monitor staff and tax partner email accounts and correspondences
Nhân viên/ Có kinh nghiệm tại Savutax Consulting Group – Irvine, CA
▪ File extension and prepare corporate, individual and amended tax returns using Drake Software
▪ Perform QuickBooks accounting for businesses including online banking (bank feeds), making
journal entries, adjusting entries at year end, bank reconciliations, analyzing profit and loss,
preparing balance sheets and income statements for tax purposes, etc.
▪ Perform QuickBooks accounting for businesses including online banking (bank feeds), making
journal entries, adjusting entries at year end, bank reconciliations, analyzing profit and loss,
preparing balance sheets and income statements for tax purposes, etc.
Nhân viên/ Có kinh nghiệm tại IRS VITA of Orange County – CA
▪ Prepare and review tax returns for individuals using Tax Wise Online
▪ Manage and monitor on site tax preparers and volunteers
▪ Recruit and train volunteers for the tax season
▪ Regularly meet and discuss strategies with board members and other coordinators
▪ Accumulate 200 hours of tax services at various locations in OC area during tax season
➢ 2015 and 2014 Above and Beyond Award, Outstanding Performance Awards by Orange
County United Way, Certificate of Recognition by City of Irvine, Department of the Treasury
- IRS, California State Board of Equalization and California Franchise Tax Board
▪ Manage and monitor on site tax preparers and volunteers
▪ Recruit and train volunteers for the tax season
▪ Regularly meet and discuss strategies with board members and other coordinators
▪ Accumulate 200 hours of tax services at various locations in OC area during tax season
➢ 2015 and 2014 Above and Beyond Award, Outstanding Performance Awards by Orange
County United Way, Certificate of Recognition by City of Irvine, Department of the Treasury
- IRS, California State Board of Equalization and California Franchise Tax Board
Nhân viên/ Có kinh nghiệm tại Digital Manga Inc. – Gardena, CA
▪ Perform QuickBooks accounting including Account Payables, Account Receivables, bank
reconciliations, issuing checks, account analysis and financial reporting
▪ Complete journal and adjusting entries for digital and printed books revenue, expenses, payroll,
factored receivables, royalties, and other various expense accounts
▪ Calculate sales tax quarterly and filed BOE-401 forms online
▪ Prepare and issued Forms 1099-MISC and Form 1096 for contract labor
▪ Manage cash flow weekly and prepaid expense schedules, book database through Adobe
Database and royalties through Adobe FormCentral
▪ Produce inventory management Grids
reconciliations, issuing checks, account analysis and financial reporting
▪ Complete journal and adjusting entries for digital and printed books revenue, expenses, payroll,
factored receivables, royalties, and other various expense accounts
▪ Calculate sales tax quarterly and filed BOE-401 forms online
▪ Prepare and issued Forms 1099-MISC and Form 1096 for contract labor
▪ Manage cash flow weekly and prepaid expense schedules, book database through Adobe
Database and royalties through Adobe FormCentral
▪ Produce inventory management Grids
Kỹ năng
• PC savvy: Quickbooks Online/Desktop, Xero, MS Office, Adobe, BNA Bloomberg
• Certification: SAP ERP Essential and Beyond the Basics Training
• Certification: SAP ERP Essential and Beyond the Basics Training
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- Tiếng Anh (Trung cấp)
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