David Li
Sacramento,CA
Overview
4
4
years of professional experience
Work History
Accounting Assistant Internship
n/a
Sacramento, CA
02.2026 - Current
- Collect Financial Information from clients (personal confidential documents)
- Prepare tax returns, finding deductions and credits, ensuring accuracy and compliance as to follow tax laws and IRS rules.
- Provide follow up and explain results to clients whether they owe money or get a refund.
- Use Microsoft Excel, MS Word, Google Workspace, and tax software programs to enter clients' information, follow up with clients, and schedule on-line appointments.
- Handle complex issues and serve clients with their understanding of their tax situation.
- Explain tax laws and regulations to clients and work with clients to resolve complex issues.
House Restaurant
Hunan House
Sacramento, CA
09.2022 - Current
- Greet customers warmely, guide them to their table, and take orders
- Enter orders into a POS system like Planet POS.
- Communicate and follow up with customers to ensure satisfaction and handle any issues.
- Communicate effectively with kitchen staff and coworkers to ensure all duties are performed and completed.
- Ability to work in a high stress environment and muti-tasking.
Education
High School Diploma -
Sheldon High School
Sacramento, CA05-2024
Associate of Science - Accounting And Finance
Sacramento State University
Sacramento03-2026
Skills
- Microsoft Excel, Microsoft Word, TEAMS, Zoom, PowerPoint, and Outlook
- Planet Point of Sale (POS)
- Telephone communication: phone and Outlook Email
- Office equipment: printer, scanner, fax, and copy
Affiliations
Sheldon High School Junior Varsity Football (Sophmore Year)
Timeline
Accounting Assistant Internship
n/a
02.2026 - Current
House Restaurant
Hunan House
09.2022 - Current
High School Diploma -
Sheldon High School
Associate of Science - Accounting And Finance
Sacramento State University