Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Ji Yeon Lee

Lawrence,United States

Summary

Certified Public Accountant with 7 years of experience in financial statements and tax accounting. Ability to handle multiple projects simultaneously with a high degree of accuracy. Seeking an opportunity to help a business make informed financial decisions.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Tax Associate

SSC CPAs + Advisors
07.2017 - Current
  • Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
  • Prepared wide array of returns such as corporate, fiduciary, gift, individual and not-for-for-profit foundation returns.
  • Offered clients recommendations to reduce tax liabilities.
  • Facilitated communication between clients and tax authorities.
  • Assisted with 401K audit for accuracy and compliance
  • Produced timely and accurate monthly financial statements for clients

Graduate Teaching Assistant

University Of Kansas
08.2015 - 05.2017
  • Assisted more than 340 students with their assignments and course materials
  • Mentored students through office hours and one-on-one communication.
  • Worked with teachers in evaluating student progress, needs and gains.
  • Established and maintained communication lines between students and instructors to enhance students' learning

Tax Accounting Intern

Creative Planning
01.2016 - 04.2016
  • Assisted tax directors and prepared federal and state tax returns for clients including individuals and trusts
  • Utilized tax-related software such as CCH Axcess to prepare and process returns and organized client tax documents to facilitate quick preparation of tax returns.

Education

Bachelor of Science - Inorganic Material Engineering

Hong-Ik University
Seoul, South Korea

Master of Science - Accounting And Business Management

University of Kansas
Lawrence, KS
05.2017

Skills

  • Active Listening
  • Team player
  • Critical Thinking
  • Time Management
  • Complex Problem-Solving
  • Tax Issue Research
  • Financial Statements

Certification

  • Certified Public Accountant

Timeline

Tax Associate

SSC CPAs + Advisors
07.2017 - Current

Tax Accounting Intern

Creative Planning
01.2016 - 04.2016

Graduate Teaching Assistant

University Of Kansas
08.2015 - 05.2017

Bachelor of Science - Inorganic Material Engineering

Hong-Ik University

Master of Science - Accounting And Business Management

University of Kansas
  • Certified Public Accountant
Ji Yeon Lee