Xuechun (Annie) Liu
**** ****** **, *** ***, San Mateo, CA 94403
415-***-**** *********@*****.***
OBJECTIVE: To obtain an entry level position in the field of tax.
EDUCATION: Masters of Science in Taxation Degree
Expected May 2010
Golden Gate University, San Francisco, CA
B.S. in Business Administration, Finance, Minor: Japanese
May 2007
University of San Francisco, San Francisco, CA
EXPERIENCE:
Regan Chinn, CPA, Rodney Chinn, EA Tax Consultant
San Francisco, CA
January 2010-April 2010
Tax Intern
. Prepared financial statements using QuickBooks
. Prepared various tax returns using Lacerte software, including
Individuals, Partnerships, Corporations, S-Corporations, Trusts and
Annual Return for Foreign Partner or Member
. Prepared clients' sales and business tax returns, including quarterly
and annual payroll tax returns
. Prepared other business forms such as 1099 information reports, 571-L
business property statements, and county gross receipts
May's Tax Business & Services, EA, Cupertino, CA January
2008-December 2009
Staff Accountant/Tax Intern
. Prepared payroll and process payroll tax deposits for clients via
Internet
. Prepared Individual Tax Returns and Gift Tax Returns using Lacerte Tax
Preparation software
. Calculated sales tax reports, quarterly payroll taxes
. Prepared bank reconciliations and financial statements
. Prepared 1099, 1096, 571L and DE542
. Communicated with clients regarding their needs
Malabs, Inc., San Jose, CA May
2007-December 2007
Accounts Payable/Receivable
. Reconciled daily and month-end inventory
. Processed inventory receiving using internal software
. Processed high volumes of invoices daily with accuracy,
research/problem resolution, communication with employees and
external vendors
. Created weekly aging report for sales managers
. Communicated with sales managers regarding delinquent accounts
. Accurately posted high volumes of checks to customer accounts
. Collected on delinquent accounts by contacting customers via email
and phone
. Assisted co-workers and credit departments with AR issues and account
reconciliations
LANGUAGES: Mandarin and English written and oral fluency. Familiar
with both traditional and simplified Chinese. Basic Japanese written and
oral.
COMPUTER SKILLS: Microsoft Office, CCH, CSF Sales Tax Preparer,
QuickBooks, Lacerte Tax Preparation.