LI ZHAO
Sammamish,WA
Summary
Accomplished Senior Accountant with a proven track record enhancing financial accuracy by 50% through innovative cost allocation redesigns. Expert in SAP/Vertex/Avalara and Excel, demonstrating exceptional attention to detail and time management. Skilled in training teams and streamlining tax compliance processes across multiple states, significantly reducing preparation time.
Overview
6
6
years of professional experience
Work History
Senior Accountant
Zetron Inc.
10.2023 - 08.2024
- Updated general ledger with latest entries.
- Reviewed documents and accounts for discrepancies and resolved variances.
- Prepared monthly journal entries and reconciliations.
- Prepared and filed US Sales & Use returns and Canadian GST returns
- Tracked funds, prepared deposits and reconciled accounts.
- Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
- Trained new employees on accounting principles and company procedures.
Tax Compliance Analyst
Costco Wholesale Corp
01.2022 - 10.2023
- Created & maintained various pro forma tax returns in excel
- Researched & addressed notices received from various taxing jurisdictions
- Researched multi-state tax rate changes for various tax types and applied the appropriate rate changes to tax returns
- Documented and communicated understanding of multi-state tax laws to management, warehouses, and other departments as it pertains to reports and returns prepared
- Developed return preparation procedures and instructions
- Ran month end reports using Power BI, Tableau and Web Intelligence
Tax Compliance Accountant
Costco Wholesale Corp
01.2020 - 12.2021
- Prepared multi state state indirect tax filing, including Sales & Use, tobacco, tire & battery
- Prepared multi state business license tax filing
- Reconciled multiple tax accounts, researched discrepancies and made adjustments
- Computed tax payments for Tobacco products
- Gathered information for internal and external audit requests
Assistant Controller
Overlake Internal Medicine Associates
05.2018 - 11.2019
- Redesigned monthly and quarterly cost allocation spreadsheets reducing preparation time by 50%
- Examined and assisted in correcting report design, eliminated inaccuracy of the financial reports
- Investigated suspicious invoices and assisted closing unused accounts resulted in yearly cost saving of $5K
- Prepared time quarterly financial statements for 33 departments and performed variance analysis for senior management
- Assisted in managing and maintaining cost allocation system
- Reviewed daily check deposits for accuracy and documentation
- Reviewed and approved accounts payables to ensure invoices expensed to the correct departments and general ledger accounts
- Prepared journal entries and reconciliations for inventory
- Assisted and prepared various tax filings
Education
Bachelor of Science - Finance
The University of British Columbia
Vancouver, BC, CanadaSkills
- SAP/Vertex/Avalara
- Excel(Pivot Table, Vlookup, etc)
- Excellent time management
- High level of accuracy and attention to detail
Timeline
Senior Accountant
Zetron Inc.
10.2023 - 08.2024
Tax Compliance Analyst
Costco Wholesale Corp
01.2022 - 10.2023
Tax Compliance Accountant
Costco Wholesale Corp
01.2020 - 12.2021
Assistant Controller
Overlake Internal Medicine Associates
05.2018 - 11.2019
Bachelor of Science - Finance
The University of British Columbia
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