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Jeff Kim

Jeff Kim

Volunteer Income Tax Assistant

Followers of Jeff Kim1000 followers
location of Jeff KimFullerton, California, United States

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  • Timeline

  • About me

    Senior Manager-Family Office Enterprise Practice at RSM US LLP

  • Education

    • Cerritos High School

      -

    • Cal State Fullerton

      2012 - 2014
      Master of Science (M.S.) Taxation

    • University of California, Irvine

      2008 - 2010
      Bachelor of Arts (B.A.) Business/Managerial Economics

  • Experience

    • Internal Revenue Service

      Sept 2010 - Apr 2013
      Volunteer Income Tax Assistant

      Successfully passed exams for certification to the Advanced level for qualification to prepare tax returns for clientsAssist site coordinator in interviewing clients to verify income status in order to determine eligibility for services to be renderedPrepare tax returns using TaxWise for clients in locations such as Irvine, Santa Ana, Anaheim, and Norwalk

    • RSM US LLP

      Jan 2014 - now

      • Senior Manager-Family Office Enterprise Practice

        Aug 2023 - now

      • Manager

        Aug 2019 - Aug 2023

      • Supervisor, Tax Services

        Jan 2018 - Jul 2019

      • Senior Associate

        Jan 2016 - Dec 2017

      • Associate

        Jan 2014 - Dec 2015

  • Licenses & Certifications