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RESUME
- 1. Ruihong Han 108 Cobblestonedrive, Mount Laurel, NJ 08054 Home: (856) 581-0386 Cell: (856) 534-9113 Raehan8@aol.com EDUCATION Nanjin University - School of Business, Tianjin, China, 1989 Temple University, Philadelphia – Bachelor of Business and Administration: Accounting major, 1996 Fluent in writing and speaking Chinese Professional Highlights  Detail and task oriented and team player  Eager to learn new things in different industry  Bank/brokerage account reconciliation expert  Ability to quickly learn and master technical or complex information  Thomson Reuters Fiduciary Trust & Estate Software expertise (OTEA FAS 1041, 706, Court Accounting, Calendar program and Ultra Tax CS)  Excellent analytical and organized skills  Strong verbal and written communication  CCH and Checkpoint tax resource tools  Ability to multi-task and work independently in a fast-paced, dynamic environment  Active efforts to earn EA . Work Experience ThomsonReuters, Tax & Accounting ONESOURCETrust& Estate Administration, Philadelphia, PA Senior Business Analyst, 2008 – Present  Responsible for testing ONESOURCE Trust & Estate software such as FAS 1041 and 13 states, Death tax 706 and various states; Gift tax 709; FAS Court Accounting program; Calendar; 1041 Backup schedule; Data Analysis program  Reproduce test samples in our software for the 1D and 2D barcode scannable form approval for Form 1041 and various states.  Organize and analyze tax materials such as tax form design and tax specifications, provide documents software requirements for development team.
- 2.  Define taxrules and logic and develop acceptance criteria for software requirements for development team  Coordinate with the groups who test, validate, evaluate new applications and functions and determine issues in services and software  Work closely with our customer support group and sales to ensure that customer needs are met by providing adequately software solutions on timely basis.  Document support calls on daily basis to track client inquiries, enhancement requests, bugs produced in the program to analyze and prioritize issues with management team  Monitor the IRS and state websites for tax law and form changes  Assist FAS 1041 and states e-filing testing  Familiar with EVP and ESI security pricing valuation tools to bring the DOD values or Alt values to FAS software program  Assist system field mapping for data conversion for special project  Prepare outsourcing jobs using ONESOURCE Trust & Estate Fiduciary tax Software  Effectively use available tax research tools to ensure tax laws are current FastTax – Gibbsboro, NJ Software CustomerContent Support Representative, 2005 – 2008  Assist customers in answering questions and providing problem support in using our software products  Provide client support and technical issue resolution via phones/emails as needed  Effectively communicate and interact with our internal teams to assist in resolving client issues on a timely basis  Provide timely follow up on outstanding client issues  Maintain strong knowledge on supported products  Meet performance objectives in call quality, customer satisfaction surveys, and call handling  Ability to stay motivated in a fast paced, high pressure environment especially during tax season  Excellent in time management and work as a contributing member of a team to ensure our client is receiving timely service  Strong research and problem solving skills using available tax tools  Collaborate with team members for special projects such as Probate and West clients conversion to FAS software Wachovia Bank, Court Accounting Department – Philadelphia, PA Staff Accountant, 2003 – 2005  Review client information from various bank and brokerage statements for Trust & Estate accounting preparation  Analyze detailed transactions and record into Fiduciary Accounting System (FAS)
- 3.  Review andinterpret legal documents provided by account administrator to ensure transaction posting correctly applies accounting concepts  Handle reconciliation of the ending asset and cash balance from bank or brokerage statements  Communicate with account manager on a regular basis regarding the preparation and completion of fiduciary accountings  Excellent in managing time and workflow to meet client expectations  Excellent in finding transaction errors and bringing account in balance  Prepare finalized accounting checklist prior to account delivering to client Mellon Bank – Tax Department Fiduciary Tax Accountant – 1999 - 2003  Prepare Fiduciary Income Tax Return including 990s using Omega/Trustee Tax Software  Review tax codes and entries in the system properly apply to client return  Review client engagement letter and accurately analyze account information  Prepare death write-up specification to ensure final distribution accurately allocates to client situation  Work closely with administration and management team timely resolve client issues.  Provide timely response to the IRS or State tax notices  Monitor accounts where Non Resident Aliens require tax calculations  Excellent in managing time and workflow to meet account deadlines especially during tax season  Collaborate with team members for specific project needs such as Trustee conversion process Mellon Bank, Fee Unit – Philadelphia, PA Staff Accountant, 1996 – 1999  Process various bank statement for monthly, quarterly, semi-annual and annual transaction posting  Calculate bank fee for assigned accounts based on various fee schedules  Responsible for reconciliation of account month end revenue balance process  Provide account analysis to management team and account administrator  Track and analyze account discrepancy and provide timely support to account administrator to resolve client issues  Excellent in finding transaction errors and bringing account in balance  Review account activity to ensure transactions are timely posted as scheduled  Share ideas to contribute to achieving team goals