Name variants:
Charlote Wei,
Charlette Wei,
Lotta Wei,
Lottie Wei,
Lotty Wei,
Lola Wei,
Lolita Wei,
Chattie Wei,
Charlie Wei,
Shirley Wei
Last updated Jul 06, 2024
Contact Information
Workplace
Tax Analyst
Morristown, NJ
Industry
Investment Management, Trust Management Investment Advisory Service Management Consulting Services, Trust, Fiduciary, & Custody Activities
Colleagues
Work History
Tax Accountant
11 east 44Th St SUITE 1602, New York, NY 10017
Steinberg Shebairo LLP is a New York City based boutique accounting firm specializing in tax advisory and tax compliance services
business planning and consulting services
and accounting ...
Jan 2016 — Jun 2018
Corporate Staff Accountant
90 Newfield Ave, Edison, NJ 08837
Perform complex general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations
Prepare quarterly Estimate Tax returns, U.S. sale...
Nov 2013 — Oct 2015
Staff Accountant
Prepared Federal and State payroll tax returns (Form940/941/944) for clients with different time frames, along with annual W-2 and Form-1099 filing
Prepared federal and state income tax re...
Jan 2013 — Nov 2013
Graduate Assistant
Performed competitive analysis for Department Chair to assist reevaluation of current Business School Curriculum, increased 2012-2013 student enrollments by 100
Conducted strategic audit a...
Sep 2011 — Dec 2012
Junior Analyst and Trader
Supported senior analysts in managing all accounting including sales report and profit margin control
Carried out spot trading and forwards and futures contracts trading in sugar, generati...
Jan 2010 — Sep 2010
Education
2014 — 2014
2011 — 2013
2006 — 2010
Occupations
Analyst
Accountant
Finance and Accounting Specialist
Tax Accountant
Artist
Entertainment Professional
Real Estate Broker
Licensed Real Estate Broker
Analysts
Accounting Bookkeeper
Bookkeeper
Entertainer
Property Manager
Real Estate Manager
Skills
Financial Analysis
Competitive Analysis
Analysis
Financial Modeling
Corporate Finance
Investments
Finance
Microsoft Office
Bloomberg Terminal
Forecasting
Bloomberg
Portfolio Management
Trading
Economics
Valuation
Accounting
Microsoft Excel
Management
Powerpoint
Leadership
Microsoft Office Suite
Bilingual In Chinese and English
Derivatives
Equities
Equity Research
Fixed Income
Hedge Funds
Capital Markets
Sap
Tax
Time Management
FAQs about Charlotte Zhe Wei
What is the main profession of Charlotte Zhe Wei?
The expert is a Tax Analyst.
What jobs is Charlotte Zhe Wei proficient at at?
Charlotte is a professional Analyst jobs.
Where does Charlotte Zhe Wei live?
Charlotte lives in Mobile, Alabama.
Where did Charlotte Zhe Wei work?
This expert worked at Beacon Trust, Steinberg Shebairo Llp.
What education does Charlotte Zhe Wei have?
Charlotte studied at the Monmouth University from 2014 to 2014.
Are there any certifications, that Charlotte Zhe Wei has?
Charlotte Zhe Wei received the following certifications: Certified Public Accountant.
What languages does Charlotte Zhe Wei speak?
Charlotte Zhe Wei speaks English and Mandarin.
Are there any professional industries Charlotte Zhe Wei works in?
Charlotte Zhe Wei works in Financial Services industry.