Barbara Su Email & Phone Number | • Prepared tax returns for individuals, partnerships, trusts, and corporations • Prepared Federal and State extensions for individuals and partnerships • Scanned tax documents into SurePrep and bookmarked pages • Prepared Schedule A Worksheet on Excel • Prepared trial balance for corporations on Excel to be input later into tax returns • Created iManage portfolios for existing and new clients • Gathered, organized, and summarized necessary data for IRS audits Learned to use software such as GoSystem Tax RS, ProSystem fx Engagement, Sureprep, and XCM Workflow. • Prepared payroll journal entries on Excel and posted them using Fundware • Updated payroll analysis and miscellaneous deduction report and analysis on a weekly basis • Took over In-Kind project which involved editing all previously recorded activity logs and general in-kind for the school year and added new data as it arrived • Input data into expense reports for Board Director’s Report and completed part of the trial balance • Prepared an excel sheet for CDP project to help with billing process. • Tutored children from ages 5 to 18 in English and Math • Graded and recorded daily homework assignments • Sanitized work station and waiting room to ensure a clean environment for the children. Effective Tax Rate Forecast • Review and/or create product models which allocate the forecasted product income earned to the legal entities in various markets • Ensure that all product models roll up correctly to the income by market summary • Obtained revenue by month by product from the Corporate Mosaic forecasting system Monitoring • Prepare various quarterly calculations and entries in accordance with intercompany agreements • Review entries in SAP to ensure they are properly recorded • Review quarterly R&D strategy recharges to ensure they are in compliance with the agreements Accounting for Income Taxes • Prepare interest calculations for ASC 740-10 balances. • Managed the sales and use compliance process - Contributed over $7M of savings to tax minimization by performing use tax reversals - Computed NY location’s utility tax costs and tax on samples/promotional items - Timely and accurately filed over 400 sales and use tax returns on a monthly basis - Reconciled several sales and use tax accounts - Recorded entries to reverse incorrect use tax accrued, to book payments made for tax returns, and to clear the holding account for the reconciled bank statement payments • Prepared IRS Form 720 for excise tax computation • Compiled invoices to assist colleagues with sales and use tax audits • Researched federal and state tax issues in RIA Checkpoint • Processed personal property tax bills, sales and use tax payments, and business license fees through ARIBA. • Prepared Form 720 for Federal Excise Tax and PCORI (Patient-Centered Outcomes Research Trust Fund Fee) • Filed Sales and Use tax returns online • Assisted with the reconciliation of Federal Excise Tax accounts and tax payment clearing account • Cleared parked invoices and issue exemption certificates • Processed personal property tax bills, sales and use tax payments, and business license fees • Researched federal and state tax issues in RIA Checkpoint • Scanned completed tax returns into a document repository • Collected, sort, and distributed mail Learned to use SAP, RIA Checkpoint, and Documentum.

Barbara Su

• Prepared tax returns for individuals, partnerships, trusts, and corporations • Prepared Federal an...
Hillsborough, Hillsborough, United States

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Barbara Su’s Email barbara.su@pfizer.com

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Barbara Su’s Location Hillsborough, Hillsborough, United States

Barbara Su’s Current Industry Pfizer

Barbara Su’s Prior Industry EisnerAmper LLP | Somerset Community Action Program | Kumon

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Work Experience

Pfizer

Domestic Tax Accountant

2016-08-01 00:00:00 - Present

EisnerAmper LLP

Tax Intern

2013-01-01 00:00:00 - 2013-04-01 00:00:00

Somerset Community Action Program

Fiscal Assistant

2012-01-01 00:00:00 - 2012-08-01 00:00:00

Kumon

Tutor

2007-09-01 00:00:00 - 2008-12-01 00:00:00

Skills

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Languages

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FAQ About Barbara Su

Barbara Su is located at
Hillsborough, Hillsborough, United States

Barbara Su is a • Prepared tax returns for individuals, partnerships, trusts, and corporations • Prepared Federal and State extensions for individuals and partnerships • Scanned tax documents into SurePrep and bookmarked pages • Prepared Schedule A Worksheet on Excel • Prepared trial balance for corporations on Excel to be input later into tax returns • Created iManage portfolios for existing and new clients • Gathered, organized, and summarized necessary data for IRS audits Learned to use software such as GoSystem Tax RS, ProSystem fx Engagement, Sureprep, and XCM Workflow. • Prepared payroll journal entries on Excel and posted them using Fundware • Updated payroll analysis and miscellaneous deduction report and analysis on a weekly basis • Took over In-Kind project which involved editing all previously recorded activity logs and general in-kind for the school year and added new data as it arrived • Input data into expense reports for Board Director’s Report and completed part of the trial balance • Prepared an excel sheet for CDP project to help with billing process. • Tutored children from ages 5 to 18 in English and Math • Graded and recorded daily homework assignments • Sanitized work station and waiting room to ensure a clean environment for the children. Effective Tax Rate Forecast • Review and/or create product models which allocate the forecasted product income earned to the legal entities in various markets • Ensure that all product models roll up correctly to the income by market summary • Obtained revenue by month by product from the Corporate Mosaic forecasting system Monitoring • Prepare various quarterly calculations and entries in accordance with intercompany agreements • Review entries in SAP to ensure they are properly recorded • Review quarterly R&D strategy recharges to ensure they are in compliance with the agreements Accounting for Income Taxes • Prepare interest calculations for ASC 740-10 balances. • Managed the sales and use compliance process - Contributed over $7M of savings to tax minimization by performing use tax reversals - Computed NY location’s utility tax costs and tax on samples/promotional items - Timely and accurately filed over 400 sales and use tax returns on a monthly basis - Reconciled several sales and use tax accounts - Recorded entries to reverse incorrect use tax accrued, to book payments made for tax returns, and to clear the holding account for the reconciled bank statement payments • Prepared IRS Form 720 for excise tax computation • Compiled invoices to assist colleagues with sales and use tax audits • Researched federal and state tax issues in RIA Checkpoint • Processed personal property tax bills, sales and use tax payments, and business license fees through ARIBA. • Prepared Form 720 for Federal Excise Tax and PCORI (Patient-Centered Outcomes Research Trust Fund Fee) • Filed Sales and Use tax returns online • Assisted with the reconciliation of Federal Excise Tax accounts and tax payment clearing account • Cleared parked invoices and issue exemption certificates • Processed personal property tax bills, sales and use tax payments, and business license fees • Researched federal and state tax issues in RIA Checkpoint • Scanned completed tax returns into a document repository • Collected, sort, and distributed mail Learned to use SAP, RIA Checkpoint, and Documentum.