Jess Li

ac6zjg@r.postjobfree.com 650-***-**** **** Duarte Rd, San Gabriel, CA 91775

EDUCATION

University of California, San Diego San Diego, CA

Bachelor of Arts Sept 2016 – Jun 2018

Major in Economics, Minor in Accounting, Business Intelligence Certification Program GPA: 3.94/4.00

CPA Academic Eligibility: 225 of 225 units completed, will attend CPA Exam (FAR and REG) this year EXPERIENCES

International Rescue Committee San Diego, CA

IRS-Certified Income Tax Assistant Jan 2017 – Apr 2018

• Completed over 80 tax refund applications for low-income clients and refugees

• Evaluate clients’ financial conditions

• Educate clients on taxation law and provide effective solutions on tax saving opportunities

• Ensure tax refund claims are filed successfully

Becker Profession Education San Diego, CA

Marketing Ambassador Feb 2017 – Jun 2018

• Regularly host CPA information session to introduce students on CPA requirements and exam breakdown

• Evaluate the marketing strategies of 3 competing CPA course providers

• Recommend new students on relevant CPA courses

• Draft advertising emails to target potential students Bon Hon & Co., Certified Public Accountants Hong Kong Audit Trainee Jul 2016 – Aug 2016

• Audited ledger entries for exceptions

• Conducted key ratio analysis on the financial statements

• Reviewed and updated company’s accounting policy and procedure changes

• Evaluated tax implication and applications on company business activities LEADERSHIP EXPERIENCES AND SCHOOL INVOLVEMENT

Undergraduate Accounting Society, University of California, San Diego San Diego, CA Vice President of Marketing and Technology May 2017– Jun 2018

• Perform classroom talks and create flyers for networking events

• Create the Undergraduate Accounting Society’s website and social media sites, including Facebook, Instagram, etc.

• Lead and train other marketing committee members AWARDS AND ACHIEVEMENTS

• Member in California Society of CPAs, CalCPA, 2018

• Successful completion of Essential Statistics for Data Analysis using Excel, edX, 2018

• Successful completion of Analyzing and Visualizing Data with Excel, edX, 2018

• Accredited with Paper 1 Accounting and Business Essentials, HKAAT, 2013

• Accredited with Distinction in Level 1 in Book-Keeping; Merit in Level 2 Book-Keeping and Accounts, LCCI, 2013 SKILLS AND INTERESTS

Languages Full professional proficiency in English and Mandarin; Native Cantonese Computer Skills Microsoft Word, Excel, PowerPoint, Tableau, Stata, R, SQL, TaxSlayer, Peachtree, QuickBooks, Photoshop, Slack, Google Suite

Interests Photography, Piano, Tennis, Swimming, Fusion Cuisine

Contact this candidate