Prepared federal and state tax returns for low- to moderate-income individuals using IRS-certified software, applying appropriate deductions and credits
Partnered with team members to clarify tax-related nuances and documented notes to support efficient and accurate quality review
Communicated clearly with peers when encountering filing details requiring interpretation, reducing confusion, and supporting a more effective preparation process
Gained familiarity with tax preparation software and IRS procedures to support efficient and accurate service
Peer Tutor
Fisher College
Boston, USA
10.2024 - 12.2024
Designed personalized tutoring strategies to address individual learning gaps in Statistics and Algebra, adapting explanations to fit different learning styles
Tailored tutoring methods to fit individual learning needs, prioritizing concepts students struggled with
Categorized students’ questions by topic and type, providing general strategies for similar problems and referencing relevant course materials to support independent learning
Tracked student progress through assessments, fostering confidence and critical thinking skills
Provided end-of-session feedback, summarizing key concepts and addressing students' specific questions
Business Operations Intern
COSCO Shipping Logistics
Xi'an, China
06.2024 - 08.2024
Processed internal payment applications by collecting, verifying, and organizing supporting documents, ensuring completeness and accuracy before entry into the internal system
Entered payment records into the system and verified alignment of bill of lading numbers, vessel names, cost codes, currencies, and payment terms
Managed advance payment transactions by applying appropriate clearing procedures within the FOCUS system, enabling accurate reconciliation and reducing discrepancies during final invoice processing
Supported invoice generation by cross-checking receivable and payable entries, verifying client information, tax status, and currency consistency prior to submission
Transferred finalized billing records to the finance team and communicated payment urgency to prevent shipping delays caused by late remittance or missing documentation
Maintained workflow continuity by initiating internal steps even when client-side materials were delayed, and adjusted priorities based on cross-department coordination
Collected and organized client documentation—including banking details, business licenses, anti-bribery declarations, and qualification files—for system input and internal compliance review
Submitted required onboarding materials through the enterprise treasury platform (shared treasury portal) to support payment readiness
Assisted in drafting customer statements and preparing invoices, ensuring alignment between contract terms and billing records
Recognized that accurate and timely client documentation is essential to avoid delays in invoicing and payment processes, and contributed to reducing process friction by proactively managing data quality
Education
Bachelor of Science - Concentration in Accounting
Fisher College
Boston, MA
12.2024
Skills
Microsoft Office Suite: Proficient in Excel (data validation, sorting, formulas), Word, and PowerPoint
Analytical Thinking: Applied logic to resolve payment discrepancies, handle advance payments, and verify tax eligibility
Written Communication: Created clear documentation for peer reviews and finance submission
Organizational Skills: Managed task priorities based on workflow needs and time-sensitive payment deadlines
Time Management: Prioritized tasks according to payment timelines and client documentation readiness, ensuring no delays in approval or billing workflows
Team Collaboration: Coordinated with peers, clients, and finance staff to streamline processes
Judgment & Independence: Proactively resolved process delays and completed tasks with minimal supervision
Community Engagement: Provided tax filing support through the VITA volunteer program