William Zhu

Tax Accountant at Shanholt Glassman Klein Kramer & Co. CPA

New York, New York, United States

About

Experience

  • Tax Accountant at Shanholt Glassman Klein Kramer & Co. CPA
    Nov 2019 - Present · 6 yrs 8 mos

  • Finance Intern at G-III Apparel Group
    Jul 2019 - Oct 2019 · 4 mos

    • Reconciled processed work by verifying entries and compared system reports to balance • Inputted vendors detail into speed voucher entry to retrieve document and batch numbers in the system • Reviewed account payable ledger to confirm whether vendor’s payments are settled

  • VITA/TCE Volunteer Tax Preparer at Volunteer Income Tax Assistance
    Jan 2018 - Apr 2018 · 4 mos

    •Earned IRS VITA/TCE certification •Filed low and middle income tax returns using Taxslayer Software •Interviewed and communicated with clients to determine current income, rent, expenses, itemized deductions, and financial objectives •Utilized knowledge and experience to answer any taxes related inquiries

  • Dental Assistant at Waiming Yong, DDS
    Jun 2017 - Sep 2017 · 4 mos

    •Organized and managed schedules efficiently •Handled patients’ payments and insurance •Maintained a clean, sterile and positive environment ensuring patients’ comfort and safety •Utilized knowledge and experience to answer patient inquiries •Monitored and kept in touch with patients in need of appointments

  • Administrative Assistant at ASA College
    Sep 2015 - Mar 2016 · 7 mos

    •Organized and stored paperwork and computer-based information •Data entry and filing •Answered telephones and responded to in-person inquiries •Created new registrations for new and upcoming students •Collaborated with different departments to update financial payments into system