Austin Sheng

Experience

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  University of Southern California

  Aug 2010 - May 2014

  Intramural Basketball Referee

  Collaborated with fellow referees to ensure clean play in high-pressure situations

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  PwC

  Jan 2013 - Jan 2013

  Tax Intern

  Prepared lower-tier fund workpapers in Microsoft Excel to calculate client tax liability

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  PwC

  Jul 2014 - Dec 2016

  PCS/PFS tax associate

  - Prepared, reviewed, and filed returns and extensions for a broad range of entity types, including individual income and gift taxes, trusts, corporations, partnerships, and private foundations using GoSystem Tax RS- Trained, instructed, and mentored new associates and reviewed work after initial preparation- Prepared workpapers using Microsoft Excel to calculate Federal and state tax liability, extension payments, and quarterly income estimated tax payments- Calculated quarterly income estimated tax payments and analyzed different financial scenarios for high net worth individuals and trusts with $25 - $100 million adjusted gross income (AGI) using BNA Income Tax Planner- Communicated and resolved conflicts with the IRS, Social Security Administration (SSA), and various state taxing authorities regarding client accounts and notices received- Drafted and reviewed email and printed communications with clients detailing deliverables, research results, recommended tax payment amounts, tax authority notice response procedures, and PwC’s engagement terms and conditions- Compiled, updated, and organized neat files of client-provided information documents and schedules using Microsoft Excel, Microsoft Word, and Adobe Acrobat in PwC’s Document Management System (DMS) Show less

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  Pacific Life

  Dec 2016 - Jun 2022

  Senior Investment Accountant

   Analyze data and perform reconciliations of accounts during monthly, quarterly, and annual close periods by comparing financial data across various sources Prepare financial statements under both GAAP and STAT reporting frameworks as well as internal management analytical reports used during financial close Administer pricing and valuation processes for both derivatives and fixed-income bonds by analyzing market value movements with respect to established thresholds as well as overseeing challenges against vendor pricing Coordinated and prepared investment management section of 2017 Moody’s ratings survey Assisted private equity team in preparation of quarterly fund financial statements Initiated derivative team’s paperless efforts beginning in late 2017, culminating in 100% paperless work environment by 2019, while most other teams in department remain heavily paper-based Prepare documentation and perform regression effectiveness assessment for 50 foreign currency swaps and hundreds of call options on monthly basis Train junior staff and new team members and review work product before sending for manager review Explored use of robotics process automation software to help automate mundane daily tasks Show less

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  Capital Group

  Jul 2022 - now

  Core Operations Analyst