1. Kai Chung (Alex) Wu, CPA
1102 Cleghorn Drive, Unit B, Diamond Bar, CA 91765 ▪ (626)271-6169 ▪ email@example.com
Ambitious and self-motivated Tax Manager with exceptional research and qualitative abilities
Specialize in International Taxation and Captive Insurance
MAS 200 ERP
Peachtree / Sage 50
Lacerte Tax System
Mandarin & Taiwanese proficiency
Thong, Yu, Wong & Lee, LLP CPAs. ▪ City of Rosemead, California ▪ 02/11-Present
Performed tax rules and accounting principle research and technical memorandum.
Provided innovative tax planning, consulting and tax compliance expertise to clients.
Prepared and reviewed multi-nations/multi-states high net worth individual,
corporate, limited liability company and partnership tax returns.
Prepared US and international tax reporting for foreign individuals and entities to
ensure all reporting obligations are satisfied accurately and timely.
Responded to IRS and state agency audits, inquiries, and tax notices. Communicated
with gov. agents and clients in connection with audits, inquiries, and tax notices.
Delegated and monitored projects to staffs and provided accounting and tax
assistance to staffs as needed.
Trained, coached and mentored new hiring staffs to ensure smooth adoption of
company policy and assist with ongoing in-house CPE staff training.
Assisted with business development/engagement efforts, including but not limited to,
meeting with prospective clients, preparing fee quotes and proposals and evaluating
Muso & Company, Inc. ▪ Monterey Park, California ▪ 10/08-02/11
Served as key staff in audit, review and compilation projects.
Provided controller outsourcing services.
Prepared complex individual and corporate tax returns – both federal and state.
Implemented ERP system for client needs and provided ongoing support.
Solar Link Technologies, Inc. ▪ Ontario, California ▪ 03/07-10/08
Processed accounts payable & accounts receivable.
Prepared weekly payroll and quarterly payroll tax compliance.
In charged in inventory control & sales analysis.
Maintained fixed asset module and calculate and record monthly depreciation.
Prepared monthly bank reconciliation and assist in the month end closing process.
Master of Science in Accountancy
DePaul University ▪ Chicago, IL ▪ 11/06
Bachelor of Business Administration of Finance & Banking
National Chung Cheng University ▪ Chia-Yi, Taiwan ▪ 06/02