Na(Melinda) Li
West Covina,CA
Summary
Had passed all four CPA exams.
Tax preparation in completing returns accurately and efficiently for my own LLC and individual.
https://www.linkedin.com/in/na-malinda-li/
Overview
7
7
years of professional experience
Work History
Tax Preparer & Sale Associate
101 trading&travel llc (self employed)
West Covina, CA
04.2019 - 04.2024
- Prepared and reviewed tax returns for individuals, and LLC company.
- Filed electronically through approved software programs.
- Analyzed financial information such as income statements and balance sheets to calculate tax liability.
- Created spreadsheets detailing income sources, deductions, credits, estimated payments.
- Identified potential deductions to minimize tax liabilities.
- Researched federal, state, and local laws to ensure compliance with regulations.
- Performed cashier duties such as accepting payments, issuing receipts and counting money back change.
- Greeted customers and provided exceptional customer service.
Staff Accountant
Euphoria Design House
Los Angeles, CA
10.2018 - 05.2019
- Processed payroll for all employees in accordance with established guidelines.
- Managed accounts receivable and payable processes, including invoicing, payments, and collections.
- Compiled and prepared journal entries to ensure accurate general ledger records.
- Monitored cash flow position on a daily basis and provided timely updates to management.
- Prepared bank deposits by verifying and balancing receipts and sending cash and checks to banks.
- Participated in special projects as needed.
Sale Specialist
T-Mobile
Los Angeles, CA
06.2017 - 10.2018
- Activated T-mobile network lines for customers.
- Analyzed questions and concerns from customers, and communicated with customers what they need.
- Collaborated with customer service within the organization to assist customers.
- Participated in team meetings to discuss strategies for increasing revenue or improving customer satisfaction levels.
- Checked and update on inventory when products are sold.
- Processed returns and exchanges in accordance with store policy.
- Demonstrated how to use mobile devices, including downloading apps and setting up accounts.
Education
Bachelor of Science - Accountant
Cal Poly Pomona
Pomona, CA05-2020
Skills
- Bookkeeping
- Tax Return Preparation
- Payroll Processing
- Mandarin chinese
- English
Timeline
Tax Preparer & Sale Associate
101 trading&travel llc (self employed)
04.2019 - 04.2024
Staff Accountant
Euphoria Design House
10.2018 - 05.2019
Sale Specialist
T-Mobile
06.2017 - 10.2018
Bachelor of Science - Accountant
Cal Poly Pomona