Jingyu (Chloe) Xu
Bridgewater
Summary
Highly skilled in tax preparation and consulting, with a background in assisting clients through complex tax situations. Possess comprehensive knowledge of state and local tax regulations, adept at utilizing leading tax software for accurate and efficient filing. Demonstrated ability to identify potential tax savings and credits, resulting in optimized returns for clients. Proven history of maintaining confidentiality and providing exceptional service under tight deadlines.
Overview
7
7
years of professional experience
Work History
Senior Tax Consultant
Ernst & Young
Boston
09.2025 - Current
- Executing state income tax compliance responsibilities.
- Monitoring and analysing changes in state income tax laws and regulations and determine impact to the client.
- Providing complex tax research, planning and consulting services to diverse clients, including federal and state tax regulations.
- Assisting with various tax planning, research, and special projects.
- Preparing and reviewing quarterly and annual state income tax provisions.
- Modelling various state income tax benefits and consequences using Microsoft Excel, Power BI or Alteryx.
- Writing tax technical memos to succinctly articulate issues, conclusions, and the analysis with respect to various state tax issues.
- Developing and working with staff to create a team environment.
Senior Tax Consultant
Deloitte Tax LLP
Boston
06.2022 - 09.2025
- Provided tax planning and advisory services for Private equity/investment partnerships with complex state/local tax regulations, focusing on tax preparation, filing decisions, tax basis. e.g. credits, withholding waiver, composite election, NOLs, partnership K-1s.
- Collaborated with internal tax teams (federal & international) and clients to ensure compliance with state tax regulations and filing deadlines, driving integrated tax approaches.
- Performed detailed tax calculations and assisted with state tax regulations and filing deadlines, working with Matrices.
- Prepared responses for tax authority audits and coordinated with team and clients on matters.
Accounting Co-op
Northeastern University
Boston
08.2020 - 03.2021
- Conducted detailed monthly data control procedures, reconciled bank/Gift transactions, analyzed cash distributions and assisted in month-end closing to support financial reporting.
- Reviewed and co-audited 100+ financial statements of international and local companies to ensure compliance with accounting standards, identifying discrepancies and enhancing operational transparency.
- Automated reports using Python, reducing lead time by 12 hours for asset and liability reconciliations, contributing to improved efficiency and accuracy.
Accountant Assistant
National Grid
05.2019 - 08.2020
- Analyzed quarterly financial activities, identifying issues in business management and proposing rectifications to senior management.
- Participated in fixed asset inventory management, executing account adjustments based on findings to ensure accuracy in financial reporting.
Education
Master of Science - Business Analytics
Trine University
Angola, Indiana12-2023
Bachelor of Science - Finance and Accounting Management
Northeastern University
Boston, MA12-2021
Skills
- Advanced MS Office applications
- Data analysis with Tableau
- Data visualization using Power BI
- Statistical computing in R
- Python programming
- Tax planning and compliance
- Tax research methodologies
- Audit support for tax authorities
- Partnership and corporate taxation
- Income tax preparation tools
Honors Certificates
- Dean’s List
- Bloomberg Market Concept Certification
- CPA candidate (Work in progress)
Additional Qualifications
- Solid understanding of investment partnerships,corporation, finance and accounting frameworks.
- Hands-on experience in managing large portfolios and reconciling financial data for co-invest partnerships.
- Experience with coding and process automation in Python to enhance tax reporting efficiency.
- Strong Interpersonal Skills, capable of handling large workloads, confidential and sensitive information in high-stakes environments.
Languages
English
Full Professional
Chinese (Mandarin)
Native/ Bilingual
Nepali
Limited
Affiliations
Susan A. Balis healthcare volunteer
References
References available upon request.
Timeline
Senior Tax Consultant
Ernst & Young
09.2025 - Current
Senior Tax Consultant
Deloitte Tax LLP
06.2022 - 09.2025
Accounting Co-op
Northeastern University
08.2020 - 03.2021
Accountant Assistant
National Grid
05.2019 - 08.2020
Master of Science - Business Analytics
Trine University
Bachelor of Science - Finance and Accounting Management
Northeastern University