Summary
Overview
Work History
Education
Skills
Volunteer Experience
Languages
Certification
Timeline
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YANHUA LILY LI

Manhattan

Summary

Hardworking, dependable, responsible, attention to detail, honest, respectful, with a positive attitude to get job done.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Credentialing Tax Expert

Intuit
Mountain View
01.2025 - Current
  • Reviewed client documents for compliance with tax regulations and accuracy, troubleshooting tech-related issues while handling over 800 cases throughout the season.
  • Prepared tax returns for individuals using Intuit software, managing over 70 complex cases with high accuracy during 2025 season.
  • Delivered exceptional customer service during peak filing season, contributing to increased client satisfaction.

Tax Preparer

C&J Associates
Manhattan
01.2023 - 2024
  • Prepare individual and business tax returns.
  • Answer phone call and collect accounting and financial information from clients.
  • Utilize QuickBooks, ProSeries, and MS office for tax preparation.
  • Ensured proper storage and organization of documents to maintain efficiency.

Real Estate Salesperson

Douglas Elliman Real Estate
01.2012 - 01.2022
  • Generate client leads to buy, sell, and rent property.
  • Counsel clients on market conditions, prices, and mortgages.
  • Show properties to potential buyers and renters.
  • Facilitate negotiations between buyers and sellers.

Stock Broker and Financial Planner

Univest Inc.
01.2009 - 01.2012
  • Created a book of business by cold calling, delivering exceptional client service, and building a Client referral pipeline.
  • Contacted prospective investors and assessed the suitability of new clients.
  • Ensured that all operations affecting clients were carried out in accordance with SEC rules.

Education

Online Accounting and Finance Courses -

Baruch College
New York, NY
01-2022

B.A. - Plant Pathology

Beijing Agricultural University
P.R. China

Fashion Design -

Parsons School of Design
New York City, New York

Skills

  • Tax preparation and compliance
  • Tax software knowledge
  • Document organization
  • Customer focus
  • Filing accuracy
  • Analytical reasoning

Volunteer Experience

NYU, assist kids with heart problem from China for medical treatments, 01/01/01, 12/31/04

Languages

  • English
  • Mandarin Chinese, Fluent
  • English, Fluent

Certification

Enrolled Agent

Timeline

Credentialing Tax Expert

Intuit
01.2025 - Current

Tax Preparer

C&J Associates
01.2023 - 2024

Real Estate Salesperson

Douglas Elliman Real Estate
01.2012 - 01.2022

Stock Broker and Financial Planner

Univest Inc.
01.2009 - 01.2012

Online Accounting and Finance Courses -

Baruch College

B.A. - Plant Pathology

Beijing Agricultural University

Fashion Design -

Parsons School of Design
YANHUA LILY LI