Project Description

Jamie Xiong Vang

Accounting Manager, Client Reporting
[email protected]
(404) 736-3516

Oversees client accounting and reporting

Jamie’s responsibilities include overseeing portfolio accounting and reporting activities; preparing quarterly and annual reports; addressing client and consultant requests; coordinating with external auditors and tax professionals; training and supervising the firm’s team of staff accountants; and, working closely with third-party lenders on behalf of TIR’s investors.

Jamie assumed her current role in September 2021 after almost six years of service as a TIR Staff Accountant contractor. Prior to joining TIR, she began her career with Wells Fargo, where she worked in the Institutional Trust and Operations departments. During her tenure at Wells Fargo, she reviewed and processed defined benefit retirement plan distributions, reconciled participants’ dividend account transactions, and performed quality control functions in banking operations. Jamie continued her career as a Staff Accountant with Miller, McNeish, & Breedlove, PLLC., a Charlotte-based public accounting firm that serves high-net-worth individuals, families, and small and large private companies operating in several business sectors, including real estate, manufacturing, agriculture, healthcare and retail. In this role, she performed a variety of accounting duties, including preparing journal entries, managing the bookkeeping function, conducting bank reconciliations, and reviewing and analyzing clients’ trial balances. In addition to her accounting duties, she also prepared local and state business tax filings, including payroll, sales and usage taxes as well as personal property taxes. In addition, she prepared individual and business federal and state tax returns. Jamie earned her BS in accounting at the University of North Carolina at Charlotte.