Summary
Overview
Work History
Education
Skills
Languages
Timeline
AccountManager

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, CA
12-2018

Bachelor's Degree - Accounting

Tongling University
Anhui, China
06-2017

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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JING LIU