YIXUAN LU
Senior Accountant
SUGAR LAND,TX
Summary
Experienced tax accountant with 4 years of experience in financial statement, tax compliance, provision, and planning for high-net-worth individuals, enterprises, fiduciaries, and non-profit organizations. Proven track record of delivering accurate results on time, building strong client relationships, and establishing a solid reputation within the firm.
Overview
8
8
years of professional experience
4
4
years of post-secondary education
Work History
Senior Associate
PwC
02.2024 - Current
- Collaborated with cross-functional teams to drive successful completion of complex projects within deadlines.
- Trained and supported new team members, maintaining culture of collaboration.
- Remained solutions-oriented in face of complex problems to assist management and overall business direction. Successfully accomplished 2 complex and 3 simple deliverables at the same time within two weeks
Senior Tax Accountant (On Contract Since Jan 2023)
Liao, Kin & Company, P.C
09.2021 - 12.2023
- Prepared complex federal, state, and local tax returns and supervised simple tax returns from less experienced tax staff.
- Researched tax law, drafted tax memorandum and assisted partners in fulfilling client needs, and also presented publications and practices during company meeting.
- Sought new opportunities and recommended appropriate additional services for existing and potential clients considering planning technique, governmental policies, and tax publications.
- Represent clients in disputes with the tax authorities by communicating with clients, consulting government agents, and writing correspondence.
Tax Accountant
JW CPA Tax Service LLC
01.2020 - 09.2021
- Prepared tax provisions schedules, returns, payments, reports and maintained business or individual clients' tax database, making sure that they comply with federal, state, and local tax regulations.
- Identified legal tax savings and made recommendations to address client requests by preparing and analyzing financial and tax documents.
- Maintained and developed effective control procedures from data collection to tax payment by managing control sheets, excelling tools, and coordinating with accounting staff, peers and managing partners.
Staff Accountant
Canady & Canady, P.C
09.2019 - 01.2020
- Worked closely with HOA manager and staff to play the role of cashier and bookkeeper, as well as process payroll, compile financial reports and draft HOA assessment letters and audit reports.
- Provided HOA budget and financial advice during management team discussion and board meeting.
- Self-studied multiple accounting software within one month, i.e. Quickbooks, Sage, Microsoft Dynamics.
Accounts Payable Specialist
GPI Real Estate Management Corporation
08.2017 - 09.2019
- Introduced and managed 'Yardi Purchase Order - Payment System' and hosted monthly lessons learned meeting with property managers to improve internal and budget control.
- Coordinated the inquiries of vendors, property managers, supervisors, and accounting manager to optimize user demands, company profits and ongoing positive connections.
- Maintained AP related accounts to assist monthly management review of financial reports among supervisors, CFO, CEO and board members.
Education
Master of Science - Accountancy
C.T. Bauer College of Business, University of Houston
Houston, TX 01.2014 - 12.2017
Certifications And Skills
CPA, Texas State Board of Public Accounting
Master Microsoft Office and Tax & Accounting software : QuickBooks, Yardi and Thomson Reuters Accounting/Tax software
Strong analytical and problem-solving skills, multi-tasking and skills and impersonal skills
Timeline
Senior Associate
PwC
02.2024 - Current
Senior Tax Accountant (On Contract Since Jan 2023)
Liao, Kin & Company, P.C
09.2021 - 12.2023
Tax Accountant
JW CPA Tax Service LLC
01.2020 - 09.2021
Staff Accountant
Canady & Canady, P.C
09.2019 - 01.2020
Accounts Payable Specialist
GPI Real Estate Management Corporation
08.2017 - 09.2019
Master of Science - Accountancy
C.T. Bauer College of Business, University of Houston
01.2014 - 12.2017
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