HE (JULIETTE) XU
San Diego,CA
Summary
Dynamic accounting professional with proven expertise at Wendy Liu in preparing W-2 and 1099 forms, ensuring compliance and accuracy. Adept in cash control and financial reporting, complemented by strong teamwork and communication skills. Recognized for enhancing efficiency in tax preparation through quick adaptation to new technologies.
Overview
8
8
years of professional experience
Work History
Accounting Assistant
Wendy Liu
Diamond Bar, USA
01.2025 - Current
- Proficient in preparing W-2 and 1099 tax forms, as well as handling individual tax returns with accuracy and compliance with IRS regulations
- Adapted quickly to new tax software and technologies, enhancing efficiency in tax preparation tasks
- Utilized tax software to prepare returns and meet deadlines
- Experienced in business formation processes, including company registration and obtaining seller's permits to ensure legal compliance for new enterprises
- Skilled in navigating tax software and regulatory requirements to assist individuals and businesses in meeting their tax obligations efficiently
- Assisted in tax preparation, ensuring accurate and compliant submissions
- Analyzed financial records to verify accuracy of tax returns
- Assessed client tax situations to determine best filling options
Server Assistant
Bbq Chicken
San Diego, USA
07.2024 - 12.2024
- Greeted customers warmly to provide exceptional customer service
- Utilized strong multitasking abilities to manage multiple responsibilities effectively, ensuring a smooth flow of service during peak meal times
- Delivered customer orders promptly and with attention to accuracy and satisfaction
- Refilled drinks and condiments and restocked serving areas to minimize delays
- Enhanced customer dining experience by promptly clearing tables and efficiently resetting them for new guests
Sales Associate
85 Degrees Bakery Cafe
San Diego, USA
06.2021 - 03.2022
- Maintained records related to sales, returns and Inventory availability
- Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges
- Organized racks and shelves to maintain store visual appeal, engage customers and promote specific merchandise
- Helped customers locate products and checked store system for merchandise at other sites
- Solved customer challenges by offering relevant products and services
Front Desk Manager
LC Foot Care
San Diego, USA
06.2017 - 09.2019
- Collected cash and credit card payment transactions at front desk and avoided errors
- Generated reports detailing daily actions, including guest numbers, accounting expenses and Income
- Conducted financial audits on scheduled basis
- Managed front desk maintenance of client records
- Prepared weekly employee work schedules for team members
- Ran reports detailing daily guest numbers, accounting expenses and income
- Provided services efficiently and with high level of accuracy
- Balanced accounts at end of day
Education
Bachelor of Science - Management Science, Economics
University of California, San Diego
San Diego, CA06.2024
Master of Professional Accountancy - MPAC
University of California San Diego
La Jolla, CA06.2024
Skills
- Microsoft Office
- Prepare W2 and 1099
- Prepare individual tax returns
- Register sales tax permit
- Register new companies
- Cash Control
- Teamwork and Collaboration
- Time Management
- Report Preparation and Analysis
- Verbal and written
- Shift Scheduling
- Accounting and bookkeeping
- Communication
Languages
Chinese (Mandarin)
Native/ Bilingual
Timeline
Accounting Assistant
Wendy Liu
01.2025 - Current
Server Assistant
Bbq Chicken
07.2024 - 12.2024
Sales Associate
85 Degrees Bakery Cafe
06.2021 - 03.2022
Front Desk Manager
LC Foot Care
06.2017 - 09.2019
Bachelor of Science - Management Science, Economics
University of California, San Diego
Master of Professional Accountancy - MPAC
University of California San Diego
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