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Zhou, MST
61 Ward Pl
South Orange, NJ 07079
718-514-6221
mushroom07079@yahoo.com
Maintained the accumulated E&P and creditable tax pool summary of Lehman's non-US operations to support financial statement positions and
assisted with foreign tax credit capacity planning and international restructuring
Reconciled income tax accounts and deferred tax balances; coordinated Sarbanes-Oxley internal control documentation requirements
Worked closely with foreign subsidiaries with transfer pricing /intercompany transactions issues; developed and implemented foreign transfer pricing
policy and planning strategies
Domestic tax
Prepared and recorded all required tax adjustments pursuant to ASC 740 reporting and SEC disclosures, ensured communication of effective tax rate
impacts impacts and significant book / tax adjustments to Tax Director
Evaluated technical aspects of ASC 740 and ASC 805, including valuation allowances, deferred taxes, purchase accounting, tax basis balance sheets
Assisted with the reconciliation from tax return as filed to tax provisions (RTP); provided management reporting analysis to senior management on key
tax issues
Overseed preparation of schedules of federal, state and foreign net operating loss (NOL) carry forwards
Reviewed true up for consolidated federal income tax return, unitary and separate company state/local income/franchise tax returns
Prepared and researched state tax rates, separate versus unitary treatment, state modifications, state apportionment and resulting impacts of state
deferred balances and tax expense for reporting purposes.
Assisted in preparation of forecasts/projections for provision and federal/state estimated income tax impacts
Specialized for Canadian Commodity tax provision; reviewed Canadian Commodity tax GST calculations; assisted file Federal and Provincial tax
returns (NR4, T106, and T2 form)
Union Bank of Switzerland Financial Services Inc. (UBS Financial Services Inc.) NYC, NY
April 2006 - December 2007
Corporate Finance -Tax Associate
Prepared quarterly and annual IFRS/FAS 109 employee compensation stocks and options calculations for 20 UBS wealth management entities.
Prepared consolidated federal income and multi-state tax returns including state and local income/franchise tax returns for subsidiaries and various
combined/consolidated state tax filings
Assisted in the preparation in the tax provision (FAS109) and tax planning process for our domestic and international corporations
Performed account analyses related to tax accounting, tax forecasting, and tax minimization strategies
Reviewed workpaper documentation and calculations in support of significant tax items or book-to-tax adjustments
Pro-Bono Program
United Nations Peace Keeping Operations, UN headquarter, NYC, NY
Created a database for Project Rations Management system for US army in Middle of East Asian
Improved original financial databases for US Army in East Asian
IRS/CFRC Pro Bono program, NYC, NY
COMPUTER SKILLS
Tax: Gosystem, PeopleSoft, Peopletools, OneSource, Taxwise (IRS tax preparation software), SAP, Essbase Vista, Vertax, TaxStream, RIA
Checkpoint, CCH Prosystem, Caseware, OracleSystem.
Accounting: Peachtree Accounting, QuickBooks, M.Y.O.B. Accounting for Macintosh, AP Voucher payroll system
Database Management: Access, UNIX, and VBA.
Office: Excel, Word, PowerPoint, Micro Publisher