John Li
Baltimore,MD
Summary
Business-minded Tax Analyst with more than ten years of expertise of ensuring accurate tax filings. An efficient individual with experience building and updating tax models and tools. A real hand-on problem solver with project planning, analytical and team collaboration skills.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Sr. Tax Analyst (MN, MD)
H&r Block
11.2013 - Current
- Enhanced tax compliance by accurately preparing and filing federal, state, and local tax returns for businesses and individuals.
- Reduced tax liabilities for clients through effective tax planning strategies and analyzing financial data.
- Streamlined internal processes by developing new procedures for efficient tax preparation and documentation.
- Increased company revenue by identifying potential tax savings opportunities through research and analysis of current tax laws.
- Maintained regulatory compliance by staying up-to-date on changing tax laws, regulations, and reporting requirements with annual continue education from IRS and H&R Block Academy
- Provided expert guidance to colleagues in handling complex tax scenarios, improving overall team performance.
- Managed multiple client accounts concurrently, prioritizing tasks effectively to meet tight deadlines during busy seasons, in retail office or through remote digital filing from anywhere.
- Conducted thorough reviews of client financial statements to identify errors or inconsistencies that could impact their tax obligations.
Education
MBA - Management And Information Technology
University of Saint Thomas, St. Paul
Saint PaulSkills
- Tax Law and Regulation Compliance
- Corporate Tax Return Preparation (S-corp, Partnership)
- Tax Research and Tax Planning
- H& R Block Works Legacy and Block OnLine
- Quickbook High level training as related to tax preparation
- Microsoft Office and MS Excel
Certification
- Licensed for MD and NY tax preparation;
- Advanced Small Business Certificate;
- Multiple states tax return experiences;
Languages
Chinese (Mandarin)
Full Professional
English
Full Professional
Work Preference
Location Preference
RemoteHybridImportant To Me
Career advancementWork-life balanceWork Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Interests
Watch Tennis Games and Go to Gym for WorkOut
Timeline
Sr. Tax Analyst (MN, MD)
H&r Block
11.2013 - Current
MBA - Management And Information Technology
University of Saint Thomas, St. Paul