Wendy Xu
MBA, MSA (Accounting/Tax/Investment Consulting)
- Role
- Accountant Tax Specialist at Business Management Services, Llc
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
Experience
Accountant Tax Specialist
Business Management Services, Llc
Mar 2021 — Present · Cincinnati, OH, US
Oversee and review financial reports to ensure accuracy, integrity and compliance with GAAP and other applicable standards. Analyze financial data to identify trends, variances, and opportunities for performance improvement, and recommend strategies to enhance financial efficiency and profitability.• Prepare and review tax returns for individuals, corporations and pass-through entities. Deliver comprehensive tax planning and advisory services, including strategy development and optimization to minimize liabilities and maximize savings. • Advise clients on regulatory requirements and accounting/tax policy changes, assessing potential business impacts and ensuring full compliance with evolving laws and standards. • Review tax penalty cases for cooperations, pass-through entities, and multi-asset individual investors, and prepare appeal requests. • Assist clients in budget preparation and financial forecasting, monitor budget-to-actual performance and recommending timely adjustments to support strategic goals.• Analyze profit centers, investment portfolios, tax planning strategies, and financial risks for both businesses and individuals. Identify hidden profit opportunities and develop tailored optimization plans to enhance profitability and long-term growth.
Education
Peking University
Master of Business Administration - MBA, MBA
2008
University of Cincinnati Carl H. Lindner College of Business
Master of Science, Accounting
2016 — 2018
Duke University The Fuqua School of Business & Peking University Guanghua School of Management
Certificate, Global Executive Business Management
2002 — 2004
Stanford Continuing Studies
Getting from an Early Idea to a Real Business
2016
Skills
- Business Planning
- Management Consulting
- Social Media
- Public Relations
- Business Strategy
- Business Development
- Technology Transfer
- Mergers & Acquisitions
- Market Research
- New Business Development
- Team Building
- Private Equity
- Venture Capital
- Mergers
- Start-Ups
- Program Management
- Research
- Due Diligence
- Strategy
- Investments
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