Bryan K.

No specific responsibilities stated in the resume for this role.

Oversaw audit and tax activities for U.S.-based not-for-profit organizations, including private foundations and 501(c)(3) entities, handling Form 990 using UltraTax CS and ensuring consistency with IRS, state requirements, and GAAP. Directed grant accounting, restricted funds monitoring, endowment reporting, and maintained client relationships with board members and finance directors. Applied Thomson Reuters Engagement Manager for audit documentation such as risk assessments, walkthroughs, and working papers. Carried out preparation and review of individual tax returns (Form 1040) in UltraTax CS, ensuring full IRS compliance. Managed QuickBooks Online tasks including reconciliations, journal entries, billing, and financial reporting. Provided supervision and review for audit associates and offshore teams, checking for accuracy and completion within set budgets. Conducted technical reviews of audit files and addressed compliance issues. Supported compilation and review engagements in the U.S. by preparing financial statements and disclosure notes. Tracked deadlines and deliverables while ensuring client expectations were met. Led audits in power and utilities, facilitating loan benchmark transitions post-LIBOR and addressing transfer provisions for power stations. Oversaw audits in consumer products, optimizing cost accounting systems, enhancing inventory valuations, and identifying IFRS 16 lease compliance issues, while meeting reporting deadlines. Led real estate audits with attention to revenue recognition on property sales and fair market valuation of property inventory, collaborating with SEC-accredited appraisers for compliance.

Delivered coursework in Philippine Taxation, Auditing Theory and Practice, Financial Accounting and Reporting, as well as Integrated Board Exam Subjects Review. Focused on preparing students for careers in accountancy and for the CPA licensure exam.