Jing Liu
Summary
Detail-oriented Accountant with 6 years effectively maintaining accurate accounting information for large-scale financial organizations. History working as part of financial team to manage diverse financial functions, tax management, auditing reporting. Works closely with executive management on complex mergers and acquisitions and divestitures.
Overview
6
6
years of professional experience
Work History
Accountant Manager
Jean Lin, CPA
11.2019 - 02.2022
- Prepared and reviewed federal and state income tax returns in accordance with applicable tax laws by Lacerte Software, such as Individual, Partnership, Corporation and Trust.
- Prepared Gift tax returns for clients.
- Remitted payroll taxes, sales taxes, use taxes and filed the related reports to appropriate authorities.
- Incorporated new corporations, changed business type, applied for FEIN for business and filed Secretary of State.
- Interpreted state and federal laws, accepted auditing principles and procedures and program standards to audited materials and data to detect non-compliance and facilitate recommendations.
- Interviewed business owners to understand needs and explain audit scope.
- Applied TIN for individuals.
- Collaborated with C-level executives and stakeholders for stocks change and develop long-term financial plans.
- Compiled financial information to prepare general ledger, balance sheet, income statement.
- Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports by EasyAcct and Quickbook Software.
- Prepared related tax disclosures for statutory or GAAP financial statements and miscellaneous state and local tax filings.
- Contacted I.R.S and F.T.B for inquiry.
- Reviewed organization's adherence to regulatory guidelines applicable to specific activities and practices.
- Handled cash controls and implemented payment authority practices and approval of Chart of Accounts.
- Implemented Governmental Accounting Standards Board (GASB) requirements and Comprehensive Annual Financial Reports (CAFR).
- Supervised, coached and mentored accounting staff.
Accountant
Schotra Business LLC
02.2019 - 10.2019
- Maintained online sales system, such as Mitchell, Mitchell One, eBay and Amazon to record sales daily.
- Filed Sales & Use Tax Returns through CDTFA quarterly.
- Prepared payroll and commission semi-weekly in QuickBooks
- Filed Payroll Tax Returns (i.e.: Form 941, Form DE88 & Form DE9C) quarterly and Form 940, W2&W3 and Form 1099 annually.
- Handled day-to-day A/R and A/P accounting processes to drive financial accuracy, like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions to analyze and control internal risks
- Improved data collection, financial analysis and financial modeling to optimize practices and retain customers.
- Reviewed business operations and obligations to help organization function at acceptable level.
- Prepared working papers, reports and supporting documentation for audit and insurance findings.
- Communicated with vendors and customers for supplies and information
- Reviewed purchase orders and submitted to vendors
- Prepared and did company marketing program, such as designed flyers, air freshener card in cars, company logo and business card for managers by using Photoshop.
- Maintained and company websites like Facebook.
- Performed other office duties as assigned.
Financial assistant intern
Industrial and Commercial Bank of China, ICBC
04.2017 - 07.2017
- Maintained and tracked accurate, up-to-date financial spreadsheets and databases for reliable reference.
- Analyzed financial data and presented meaningful insights to senior management.
- Researched and updated strategically important information such as social media, publications.
- Supported organizational account management duties under direct supervision.
- Provided financial service to customers, such as inquires and consulting, using ATM and other services
- Built and established relationships with clientele to improve future business opportunities.
Accounting assistant intern
Suzhou CPA Firm
07.2016 - 09.2016
- Gained knowledge of accounting principles and standards and general business practices to evaluate financial data and transactions.
- Checked general ledger entries to increase accuracy, prevent significant errors and identify adjustments.
- Reconciled balance sheet figures in Diejin Software and sought assistance to reduce errors.
- Performed daily office duties.
Education
Master's degree - Accounting, Auditing and Assurance
University of California Riverside
Riverside, CA12.2018
Bachelor's degree - Accounting
Tongling University
Anhui, China06.2017
Skills
- Tax Preparation
- GL Entry Verification
- Bookkeeping
- Sales
- AP and AR Management
- Financial Data Analysis
- Operations Management
- Strategic and Financial Planning
- Budget Development
- Accounting Solutions Integration
- Audit Coordination
- In-Depth Research
- Tax Law Consulting
- Account & tax Planning and Management
- Remote Video Conferencing
- Business Activity Tracking
Languages
English
Chinese (Mandarin)
Timeline
Accountant Manager
Jean Lin, CPA
11.2019 - 02.2022
Accountant
Schotra Business LLC
02.2019 - 10.2019
Financial assistant intern
Industrial and Commercial Bank of China, ICBC
04.2017 - 07.2017
Accounting assistant intern
Suzhou CPA Firm
07.2016 - 09.2016
Master's degree - Accounting, Auditing and Assurance
University of California Riverside
Bachelor's degree - Accounting
Tongling University
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