Chloé Nguyen
Atlanta
Summary
Detail-oriented tax professional with over 5 years in public accounting, specializing in federal and state taxation. Expertise in preparing and reviewing Individual (1040), S-Corporation (1120-S), and Estate (1041) tax returns. Proficient in bookkeeping, payroll tax compliance, and financial reporting, delivering exceptional client advisory services. Enrolled Agent (EA) Candidate - Part 1 Passed.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Staff Accountant
McClellan CPA
Georgia
01.2024 - Current
- Managed full-cycle bookkeeping for small business clients, ensuring accurate general ledger and timely month-end adjustments
- Prepare and review federal and state tax returns for Individuals (Form 1040), S-Corporations (Form 1120-S), and Estates (Form 1041)
- Prepare and file payroll tax returns (Forms 941, 940, and state withholding/unemployment returns)
- Process multi-client payroll and ensure compliance with federal and state payroll tax regulations
- Reconcile payroll liabilities and monitor timely tax deposits
- Conducted tax research and applied updated IRS regulations to optimize client compliance and minimize liabilities
- Assisted clients with tax planning strategies and entity structure considerations to enhance financial efficiency
- Maintain direct client communication to resolve tax and compliance matters
Staff Accountant
Cumberland Financial Group Inc
Marietta
10.2020 - 01.2022
- Reviewed financial statements and bookkeeping records to ensure tax compliance for diverse clients
- Ensured adherence to federal and state tax regulations
- Researched tax law updates and integrated changes into client filings for improved accuracy
- Prepared individual and business tax returns in a public accounting environment
- Delivered timely client service to strengthen working relationships and enhance client satisfaction
Accounts Receivable Specialist
Image Manufacturing Group, LLC
Norcross
03.2020 - 08.2020
- Managed accounts receivable, ensuring timely processing of customer payments to maintain cash flow
- Generated invoices and monitored aging reports to identify collection trends and prioritize follow-ups
- Followed up on delinquent accounts and maintained collection records
- Assisted with account reconciliations and provided financial reporting support to enhance accuracy of financial data
Tax Accountant
WHTCPA
McDonough
08.2018 - 05.2019
- Prepared individual tax returns and applied appropriate deductions and credits
- Reviewed income statements and expense documentation to validate accuracy and ensure compliance
- Interviewed clients to gather taxable income and deduction details for precise tax preparation
- Guided clients on tax regulations to support accurate and compliant filings
Education
Bachelor of Business - Accounting
Clayton State University
Atlanta, GA12-2018
Skills
- Tax preparation software
- UltraTax CS and QuickBooks
- Payroll compliance
- General ledger management
- Account reconciliation
- Bookkeeping management
- Income preparation
- Financial preparation
- Tax law research
- Sage 50
- Problem solving
- Effective communication
- Client management
Certification
- Enrolled Agent (EA) Candidate - Part 1 Passed
- Continuing Education in Federal Taxation & Compliance
Timeline
Staff Accountant
McClellan CPA
01.2024 - Current
Staff Accountant
Cumberland Financial Group Inc
10.2020 - 01.2022
Accounts Receivable Specialist
Image Manufacturing Group, LLC
03.2020 - 08.2020
Tax Accountant
WHTCPA
08.2018 - 05.2019
Bachelor of Business - Accounting
Clayton State University