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