Mengqi (Nina) Liu, CPA
San Jose,USA
Overview
8
8
years of professional experience
1
1
Certification
Work History
Senior Tax Associate
Steven Miller & Co
01.2018 - Current
- Review and prepare Schedule K-1 and Form 1065 partnership income tax returns, including tax allocations of income, expense, deductions and credits, partner capital account analysis, and basis analysis in compliance with Subchapter K
- Review and prepare complex Form 1040 and multi-state individual income tax returns for high-net-worth clients, analyzing income streams, deductions and credits to ensure accuracy and timely filing
- Prepare Schedule K-1 and Form 1120S S corporation income tax returns, including income, expenses, deductions and credits allocations in accordance with Subchapter S
- Perform tax research using Checkpoint to support compliance and resolve complex tax issues
- Communicate directly with clients to explain filing requirements, gather tax information, answer questions, and provide timely status updates
- Correspond with the IRS, and state and local tax authorities to resolve tax notices
- Manage multiple tax projects simultaneously, coordinating timelines and deliverables
- Train junior staff by providing technical instructions on tax preparation software and procedures, reviewing their work for accuracy, offering performance feedback, and supporting their professional growth
Education
M.S. - Accounting
The University of Texas at Dallas
12.2017
B.S. - Human Resources Management
Central China Normal University
Wuhan, China05.2015
Certification
Certified Public Accountant (CPA), licensed in Texas since 2019
ADDITIONAL INFORMATION
- Technical: Ultratax, Quickbooks, CCH Fx Engagement, Planner CS, MS Office
- Eligibility: I am eligible to work in the U.S. with H4 EAD card
- Desired start date: 2026-01-05
Timeline
Senior Tax Associate
Steven Miller & Co
01.2018 - Current
B.S. - Human Resources Management
Central China Normal University
M.S. - Accounting
The University of Texas at Dallas