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
2017.07 - 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
2015.08 - 2017.05
- 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
2016.01 - 2016.04
- 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 KoreaMaster of Science - Accounting And Business Management
University of Kansas
Lawrence, KS05.2017
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
2017.07 - Current
Tax Accounting Intern
Creative Planning
2016.01 - 2016.04
Graduate Teaching Assistant
University Of Kansas
2015.08 - 2017.05
Bachelor of Science - Inorganic Material Engineering
Hong-Ik University
Master of Science - Accounting And Business Management
University of Kansas
- Certified Public Accountant
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