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Carlie Zhang
309 Joseph Road, Boxborough MA 01001             978-266-9876  carlie@gmail.com

SUMMARY
Technical, detail-oriented, and highly organized accountant with the proven abilities to prepare complex federal and multi- state income tax returns and year ended financial statements. Seeking a position as a Senior Tax Accountant in an energetic and challenging organization.

PROFESSIONAL EXPERIENCE
THE BOLLARD GROUP, LLC, Boston, MA                                         May 2008-Present
A limited liability company providing integrated tax, financial and business advising services and transactional services including mergers, acquisitions and reorganizations.
Tax Accountant
•    Performed annual tax workbook for 85 investment vehicles including processing

     journal entries, preparing account reconciliations, and monthly closing.  

•    Created various spreadsheet models to respond the tax audit inquiries from governmental

     authorities and effectively managed the federal and state tax audits.
•    Driven a new Great Plains accounting and tax work papers model that streamlined the

     calculation of tax provisions and improved the operational efficiency by 50%.
•    Worked closely with investment management group to promptly resolve book and

     tax–basis capital variance and improved Schedules K-1 preparation and delivery from

     one month to ten days.

•    Reconciled the monthly and quarterly financial statements for clients and prepared timely

     and accurate financial reporting.
•    Prepared and reviewed complex federal and multi-state income tax returns for a variety of

     entities including Corporate, Partnership, Trust, Gift, and High Net-Worth  Individual and

     reduced process time by 40%.

•    Analyzed and implemented book/tax reconciliation of Schedule M-1, M-2, and M-3.

•    Performed the quarterly and annual federal and state income tax projections and estimates,   

     resulting in greater accuracy.    

        

THE BOLLARD GROUP, LLC, BOSTON, MA                         January 2008-April 2008
Tax Intern                                                    
•    Analyzed and reconciled book-tax difference and timely prepared 45 investment

     partnership returns.
•    Performed international partnership and S Corporation tax returns (e.g. Canadian tax

     returns) under tight deadline.
•    Reviewed various brokerage statements and precisely prepared the monthly

     investment summaries to reconcile Form 1099.
•    Prepared a wide array of tax extension and quarterly estimates for Corporate, Partnership

     and individual.      

BENTLEY LOW INCOME TAXPAYER CLINIC, Waltham, MA May 2008- August 2008
A high education organization providing tax assistance to low income taxpayer in the greater Boston area.

Tax Consultant
•    Helped 20 taxpayers to file past eight years tax returns on a timely basis and set up

     structured settlement payments.
•    Negotiated with the IRS to minimize prior year tax liabilities from $15,200 to $8,000 for

     taxpayers.

GEX INC., Atkinson, NH                                                                                     2004-2005
A small company offering full publishing and technology services throughout New England.
Accounting Software Developer
•    Created accounting diploma test systems to reduce project processing time from two

     months to one month.
•    Carried out 12 computer-aided SME projects and generated over $600,000 in revenue.

ELECTRONIC WELDING MESH CO, Tianjin, China                                    1997-2000
A large welding mesh manufacturing company with gross profit margin of $38 million.
Business Development Assistant Manager
•    Performed primary research on worldwide competitors and built up-to-date marketing

     strategies.
•    Analyzed competitors’ market growth and recommended management to adjust

     company’s development strategy that led to new market placement and increased sales

     of the products by 25%.
•    Implemented new employee training program including intensively technical and

     professional practice that greatly enhanced productivity and morale by 30%.

PROFESSIONAL SKILLS

•    Proficiency with ProSystem Fx, Great Plains, FRX, SAP, QuickBooks, Quicken

•    Advanced Excel, Access, CCH, BNA

•    Strong ability of preparation of federal and state returns, including Forms 990, 990-FT,

     1120, 1120S, 1065, 1040, 1041, 709, and multistate tax returns

•    In-depth understanding of financial reporting and application of GAAP and FAS109

PROFESSIONAL ACTIVITY
•    Member of The Massachusetts Society of Certified Public Accountants
     

EDUCATION
MCCALLUM GRADUATE SCHOOL OF BUSINESS, BENTLEY UNIVERSITY,

Waltham, MA                                                                                                          Oct 2008

Master of Science in Accountancy
•    Certificate of Taxation
•    Certificate of Internal Auditing
•    Academic Scholarships

CLARK UNIVERSITY, Worcester, MA                                                              May 2003

Master of Business Administration, concentration in Accounting
•    Vice President and Controller, Chinese Graduate Association
•    Major GPA 3.8/4.0

SHAANXI NORMAL UNIVERSITY, Xian, Shaanxi, China                              July 1997

Bachelor of Economics

•    Dean’s List in all semesters

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