Tan Shu

Role
Senior Staff Accountant at Apella Wealth
Location
Seattle, WA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Tan Shu

My key personal strengths are- Highly Self-Motivated - Collaborative -…

Experience

  1. Senior Staff Accountant

    Apella Wealth

    Dec 2022 — Present

    Tax Services under Apella Wealth- Efficiently manage a diverse range of tax returns including corporate, partnership, S corporation, trust, WA estate, and individual tax returns, ensuring compliance with the latest regulations- Develop and execute effective tax planning strategies for individuals and businesses, aligning with their financial goals and reducing their tax liabilities- Lead the integration and optimization of tax software solutions to streamline processes, enhance accuracy, and boost productivity- Provide expert tax advice and consultation to clients, helping them navigate complex tax landscapes and optimize their financial outcomes.

Skills

  • Financial Analysis
  • Investments
  • Business Planning
  • Market Research
  • Management
  • Analysis
  • Powerpoint
  • Quantitative Analytics
  • Economics
  • Cross-Functional Team Leadership
  • Valuation
  • Marketing
  • Entrepreneurship
  • Teamwork
  • Microsoft Office
  • Marketing Research
  • Microsoft Excel
  • International Business
  • Chinese
  • Mandarin
  • Finance
  • Start-Ups

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Tan Shu — Senior Staff Accountant at Apella Wealth in Seattle, WA, US | Unifers