JING LIU
Summary
- Experienced tax preparer with over 5 years of experience in a CPA firm and a strong determination to obtain a CPA license.
- Proficient in handling various types of tax returns, including C Corp, S Corp, partnerships, trusts, gifts, and individual income tax returns.
- Efficient in managing payroll tax, sales tax, and local tax filings.
- Skilled in maintaining accurate accounting information for month-end closing tasks, financial statements, and budget analysis.
- Demonstrated excellence in managing financial functions, tax management, and auditing reporting.
- Possess extensive knowledge and expertise in accounting and taxation.
- Well-developed organizational and communication skills contribute to effectiveness in this role.
Overview
6
6
years of professional experience
Work History
Account Manager
JEAN LIN, CPA
10.2023 - Current
- Prepared and reviewed tax filings in Corporation, Partnerships, Trust, Gift and Individual.
- Collaborated with others for auditing processing.
- Supported financial reports with projects and additional job duties.
- Managed journal entries, collection efforts, reconciliations, and payroll processing.
- Incorporated new corporations, applied for FEIN, filed Secretary of State, changed business type and dissolved business.
- Contacted L.R.S,F.T.B and Other States Tax Department for inquiry..Supervised, coached and mentored accounting staff.
- Managed multiple projects simultaneously while adhering to strict deadlines during peak periods of the tax season,
- Assisted clients with resolving tax-related issues, providing expert advice on deductions, credits, and refund opportunities.
Accountant
JEAN LIN, CPA
11.2019 - 02.2022
- Prepared business and individual income tax returns in accordance with applicable tax laws by Lacerte Software.
- Remitted payroll taxes, sales taxes, use taxes and filed the related reports to appropriate authorities.
- Maintained accurate records of fixed assets, including acquisition costs, depreciation schedules, and current values for insurance purposes.
- Applied TIN for individuals.
- Compiled financial information to prepare general ledger, balance sheet, income statement.
- Reconciled tax accounts to prevent discrepancies and maintain readiness for expected tax liabilities.
- Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports by EasyAcct and Quickbook Software.
Accountant
Schotra Business LLC
03.2019 - 10.2019
- Provided journal entries, financial reports and performed accounting on accrual basis.
- Prepared working papers, reports and supporting documentation for audit findings.
- Maintained integrity of general ledger and chart of accounts.
- Ensured accurate and timely payroll processing for employees.
- Used Quickbooks to issue payroll tax returns and sales tax reports.
- Ensured timely payments to vendors with diligent invoice processing and proactive communication.
- Maintained strong relationships with clients, providing exceptional customer service and addressing inquiries regarding billing or account balances.
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
- Professional in Accounting, Taxation and Auditing
- Accounting Software Knowledge
- Teamwork and Collaboration
- In-Depth Research and Solutions Integration
- Organizational Skills for Drills
- Flexible Schedule
- Active Learning
Languages
Chinese (Mandarin)
English
Timeline
Account Manager
JEAN LIN, CPA
10.2023 - Current
Accountant
JEAN LIN, CPA
11.2019 - 02.2022
Accountant
Schotra Business LLC
03.2019 - 10.2019
Master's Degree - Accounting, Auditing And Assurance
University of California, Riverside
Bachelor's Degree - Accounting
Tongling University
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