Rebecca L. Truong
Certified Public Accountant, Tax Senior
Sacramento, CA · (916) 555 0122 · name@example.com · linkedin.com/in/rebeccaltruong
Key Qualifications
EXPERIENCE
Five years of public accounting tax, two as a senior reviewing associate work
INDUSTRIES
60 person firm serving closely held businesses, real estate partnerships, medical and dental practices
SPECIALTIES
Partnership and S corporation returns, high income individuals, tax planning, notice resolution
SYSTEMS
Wolters Kluwer Axcess Tax, SurePrep, Bloomberg Tax fixed assets, QuickBooks Online Accountant
LICENSURE
Certified Public Accountant, California Board of Accountancy
EDUCATION
Master of Science in Taxation, Sacramento Delta State University
Executive Summary
Certified public accountant with five years in public accounting tax, now a tax senior at a 60 person firm serving closely held businesses, real estate partnerships and their owners. Reviews about 400 returns a season prepared by four associates, handles the California Franchise Tax Board and Internal Revenue Service notices for the group, and runs the year end planning meetings for 45 business clients. Licensed by the California Board of Accountancy in 2023.
Signature Achievements
- Reviews about 400 individual, partnership and S corporation returns each season prepared by four associates, with fewer than 2 percent reopened after partner review.
- Resolved 65 Internal Revenue Service and California Franchise Tax Board notices in 2025 and secured penalty relief totaling about $140,000 for clients.
- Runs year end planning for 45 business clients, identifying about $2.1 million in combined entity level tax elections and deductions in 2025.
- Passed all four sections of the Certified Public Accountant examination in nine months and received the California license in 2023.
- Cut the group's extension rate from 38 percent to 24 percent of business returns by building a document request calendar that starts in December.
- Trained six first year associates on partnership basis and capital account tracking.
Professional Experience
Tax Senior
Capitol Valley Advisors, Certified Public Accountants, Sacramento, CA August 2023 to present
60 person firm with nine partners; tax group of 28 serving about 900 business and 2,200 individual clients
- Review individual, partnership, S corporation and trust returns prepared by four associates and clear open items with clients.
- Prepare complex partnership returns with special allocations, basis schedules and state apportionment for real estate clients.
- Respond to federal and state notices, examinations and penalty abatement requests for the group's clients.
- Lead year end planning meetings with business owners and prepare projections for entity elections and retirement contributions.
- Train associates on partnership basis, depreciation and California conformity differences.
Tax Associate
Sierra Foothills Accounting Group, Roseville, CA September 2021 to August 2023
Fifteen person firm preparing about 1,200 returns a year for individuals and small businesses
- Prepared about 250 individual and business returns a season and quarterly estimates for self employed clients.
- Reconciled client books and prepared book to tax adjustments before preparing business returns.
- Researched state residency and multistate filing questions for clients moving into and out of California.
Licensure and Certification
Certified Public Accountant, California Board of Accountancy, license number 152847, active
Member, American Institute of Certified Public Accountants and California Society of Certified Public Accountants
Internal Revenue Service preparer tax identification number, current, with 40 hours of continuing education each year
Education
Master of Science in Taxation, Sacramento Delta State University, Sacramento, 2021
Bachelor of Science in Accounting, Sacramento Delta State University, Sacramento, 2020
Core Skills
Partnership tax returns · S corporation returns · High income individual returns · Tax return review · Notice and examination response · Year end tax planning · Partner basis tracking · State apportionment · Axcess Tax preparation · Associate training