Brian Bui: Staff Accountant in Irvine, CA

• Prepare & assemble Individual, Corporation, S-Corporation, & Partnership tax returns using Lacerte in a timely fashion under stringent deadlines. • Manage and maintain QuickBooks for multiple clients – including and not limited to bookkeeping, AP/AR, payroll, & producing quarterly financial statements. • Respond to IRS/FTB tax notices on behalf of clients and defend positions on tax returns by organizing and presenting supporting documents. • Maintain, organize, & distribute all incoming digital information from clients. • Provide IT support to staff regarding Microsoft Office Suite, Adobe Acrobat, & hardware troubleshooting.

• Develop and manage allocation spreadsheets for products; authorize issuing of releases for customers; assist management of purchasing data on NetSuite. • Manage all details of excel database to ensure timely updates on incoming shipments for account managers and customers.

• Maintained company Quickbooks and utilized Excel to develop budgets and satisfy quarterly report requirements for the California Institute for Regenerative Medicine (CIRM) and Lincy Foundation grants; • Monitored and analyzed financial resources to ensure transaction compliance with grant regulations; review and reconciled grant ledgers on a monthly basis. • Developed and improved operational systems, processes, and policies for the organization’s mission; specifically, support better reporting, informational flow, business process, and organizational planning; contributed to short and long-term organizational planning and strategy as a member of the team.

• Worked effectively with team members to complete tasks on time under limited supervision; created and maintained a positive work environment. • Responsibility unlocked delivery trucks and stocked floor shelves using proper equipment; maintained safety.

• Established and maintained confidential financial data and records for accounting and auditory purposes. • Provided front desk support (i.e. answering phones and greeting clients); created and maintained a friendly atmosphere for client