Elena Li
Summary
Deadline-oriented Tax Professional adept at quickly assessing customer needs, developing strategic plans and completing returns to maximize deductions and minimize liabilities. Pursuing role with tax preparation services organization.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Tax associate
Kobe Japanese Steakhouse, Inc.
02.2022 - Current
- Compiled and organized financial information to support CPA in the preparation of tax returns
- Conducted research on tax codes and regulations, providing clear explanations of tax implications
- Assisted in preparing and submitting required documentation to tax authorities
Tax associate
S&T Global, Inc.
06.2021 - 12.2021
- Collected and reviewed documentation to support tax return filings;
- Assisted in prepared and reviewed federal and state income tax returns;
- Assisted in the preparation of quarterly and year-end estimates;
- Prepared and reviewed account reconciliations, analysis and journal entries;
- Managed A/R and A/P; researched and resolved collections and billing disputes.
International coordinator
S&T Global, Inc.
05.2013 - 03.2020
- Researched and analyzed potential markets and competition for S&T Global;
- Worked closely with the Marketing and Sales teams in China to implement effective promotional plans ;
- Developed partnerships with local/national hospital administration to drive S&T Global technology awareness and directing to consumer education.
Marketing specialist
Sureshine LLC
12.2011 - 04.2013
- Developed research projects for specific business issues – Integrated market research information with the company system to develop new leads.
- Analyzed in detail marketing activities, marketing campaigns, organizations, customers, pricing, and competitors with charts, graphs, explanatory texts.
- Worked closely with Operations Manager and director to ensure proper managing of data related to children and staff attendance, enrollment, health files, fire drill records, emergency procedures and other data requested.
Office administration
MT Law LLC
08.2010 - 12.2011
- Coordinate and oversee all office activities
- Researched market conditions in local and regional to determine potential sales of service for immigration law, real estate law, business law and estate planning law;
- Established research methodology and design format for data gathering, such as surveys, questionnaires and comment sheets.
Education
MSA Master of Science - Accounting
University of Massachusetts Boston
Boston, MA12.2023
Bachelor of Science - Chemistry
University of Massachusetts, Boston
Boston, MA05.2017
Bachelor of Science - Management
University of Massachusetts, Boston
Boston, MA05-2012
Skills
- Strong understanding of tax laws and regulations
- Excellent analytical and problem-solving skills
- Effective communication and interpersonal skills
- Detail-oriented with a focus on accuracy and quality
- Ability to work independently and collaboratively in a ream environment
- Time management and organization skills, with ability to prioritize tasks and meet deadlines
- Proficient in Microsoft Office Suite, Excel
- Fluent in Mandarin Chinese and English
- Tax compliance
- State and local taxation
- Tax research
- GAAP
- Corporate taxation
- Accounting principles
- Tax planning
- Tax-related research
- Tax return preparation
Certification
Passed FAR, AUD, REG and TCP all 4 Uniform CPA Exams May 2025
Languages
English
Full Professional
Chinese (Mandarin)
Full Professional
Timeline
Tax associate
Kobe Japanese Steakhouse, Inc.
02.2022 - Current
Tax associate
S&T Global, Inc.
06.2021 - 12.2021
International coordinator
S&T Global, Inc.
05.2013 - 03.2020
Marketing specialist
Sureshine LLC
12.2011 - 04.2013
Office administration
MT Law LLC
08.2010 - 12.2011
MSA Master of Science - Accounting
University of Massachusetts Boston
Bachelor of Science - Chemistry
University of Massachusetts, Boston
Bachelor of Science - Management
University of Massachusetts, Boston
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