Information Technology Tax Returns

Lijuan Grunnagle (nick name: Li Grunnagle)

Email: ********@*****.***

Cell: 412-***-****

**** ***** **** ******* **, Florence OR 97439

Profile

Self-motivated, resolution oriented professional excelling in collaborative projects and highly sensitive, independent assignments. Focused on company goals with an efficient work habit. Conscientiously diligently specialized in three primary fields: Finance/Accounting, Taxation, and Computer Information Technology. Fluent in Chinese Mandarin.

Work Summary

20+ years combined experience working for financial institutions, colleges, consulting companies, and the Internal Revenue Service. Over ten years working with IRS in the areas of Criminal Investigation, SESB. The expertise with IRS includes: taxation specialist, fraud investigation, auditing, and compliance. After relocated at Eugene OR, working at private accounting firms, business companies. Experienced in preparing individual, corporate, and partnership tax returns; bookkeeping, insurance agent and financial advisor. Education & Training

MBA – concentration: Finance, Accounting, Intl. Business – Pennsylvania State University, 1990, 3.1 GPA. BA – concentration: Languages and Intl. Business - Beijing Language Institute, 1983, 4.0 GPA. CIT- Computer Information Technology Application Development Certification – Community College of Allegheny County, 2002, 3.9 GPA, Dean’s List.

IRS Advanced Accounting coursework - University of Phoenix and Liberty University, 2008, GPA 3.5 100+ credit hours: Taxation, Financial Planning - H&R Block Tax Training School, 2004 – 2005, and 2016. Completed NASD series 7 and 66 examination in 2017 at Oregon. Professional Training and Licenses:

Completed in Series 7 and 66 exams and Oregon P&C and Health and Life Insurance license in 2017

(currently active registration of series 7 & 66 with FINRA and fully renewed insurance licenses with Oregon department of Consumer & Business services insurance division) Active license of Tax Preparer/Tax Consultant with the Board of Tax Practitioners of the State of Oregon; EA – enrolled Agent with IRS.

QuickBooks Online Pro-Advisor Certified by Intuit – May 20 2017 QuickBooks Desktop 2021 ProAdvisor certified by Intuit - July 14, 2021 Advance accounting and Advance Taxation training within IRS from 2006 to 2016, ranking GS 11 as a field auditor with IRS.

Work Related Experience-

Isler CPA - part time remote position in Accounting and Tax preparation assistance. August 08, 2023 to April 26, 2024

Reed’s Fuel and Trucking - part time position from Sept 15 2021 to Sept 15 2022 (20 hours/week) Bookkeeping

BKS (Bonin Kaster and Sounder) CPA – Temp position from June 16 2020 to Feb 16, 2021 Bookkeeping/accounting (use QuickBooks desk top/QuickBooks online): month and year end AJE, monthly Bank / Credit Card accounts reconciliation. Year-end book review and closing. Using Lacerte Taxation software prepared individual, partnership, corporation and estate/gift tax returns under CPA accountants. H & R Block, seasonal, part time average 20 hours per week: December 2016 to April 15, 2024, Eugene and Florence in Oregon

Preparing Tax Returns for public

Internal Revenue Service, full time 40 hours per week: May 2006, Pittsburgh, PA – June 2016. Spokane, WA

Tax Compliance Officer – office auditor of individual tax returns

Internal Revenue Agent – field auditor of individual, corporation and partnership tax returns

Tax Fraud Investigative Assistant - assist special agents in the criminal investigation, research, evaluation and analysis of the intelligence, law enforcement data, preparing supporting document for prosecution, bringing investigation to trial

Tax Specialist – provide tax service to taxpayers; tax accounts, tax law and tax payment plan

(Relocated from Spokane, WA to Eugene, OR to be closer to my family). H & R Block, Pittsburgh PA. seasonal position: December - April, 2004 – 2006

Tax Specialist - prepared tax returns for corporations and individuals WQED Multi-Media, Pittsburgh, PA. March 2004 – August 2004

Accounting consulting- Integrated, reconciled data from Vista, EP Budget (an entertainment accounting system) to Great Plains (a corporate accounting system) for the The War That Made America film project. Western & Southern Financial Group, Pittsburgh, PA. August 2003 - February 2004

Financial Planner – provided financial planning services to clients American Express Financial Advisors, Pittsburgh, PA. March 2003 - August 2003

Financial Advisor - provided financial planning services to clients. Community College of Allegheny County, Pittsburgh, PA, May 2002 – December 2005

ITS Help Desk Technician - utilize Service Desk software as a single point of contact for faculty, staff, and administrators, additionally; report, resolve and advance issues regarding supported software and hardware to designated staff

Computer Lab Technician - assisted students and faculty with equipment, supplies, and software package needs in the computer center, classrooms and offices PNC Financial Services, Pittsburgh PA. full time, 40 hour per week; May 1996 - February 2003

Financial Analyst – September 1999 –February 2003:

Department budgeting and forecasting via BPS and Oracle applications. Utilized extracts, macros, Focus, JCL collecting data from Bank Warehouses and loan subsystems; manipulating data in Access database, spreadsheet applications

Generated monthly/quarterly statistics and financial analysis reports in Watch-list Credits, Direct Exposure, Delinquency Loans, and Impaired Loans for PNC financial review (Press Release, 10-Q)

Automated reporting process using Access, SQL, Visual Basic and macros in spreadsheet

PNC Retail Banking Supervisor - May 1996 -Sept. 1999:

Controlled daily reconcilement of 30+ general ledger and DDA accounts in excess of $100 million daily Credit/Debit card transactions in PNC’s Retail Banking, Treasury Management, Merchant Service, PFPC and Brokerage

Automated the reconcilement process via Access and SQL.

Resolved settlement exceptions between PNC and the third-party card processors such as; First Data Resource Merchant Services, Tsys, and Envoy

Assisted in the Due Diligence work for the acquisition of Mellon and GE AAA Credit Card portfolios

Supervised staff of 13

Computer and Software Skills and Experience:

Accounting and tax Software: QuickBooks Online Pro-Advisor certified by Intuit; QuickBooks Pro, Great Plains, Vista, EP Budget, People's Soft, and Tax Cut, turbotax and lacerte.

MS Office (Word, Excel, PowerPoint, and Outlook); Window operating system.

Set up, repair, upgrade, and install PCs, devices, drivers; personal PCs, multi-media equipment References available upon request.

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