Connie Li, CPA, CMA

-Prepare a wide range of tax returns, including C corporate, S corporate, partnership, trust, Non-profit and individual tax returns, ensuring accuracy and compliance with federal, state, and local tax regulations. -Conduct thorough tax research and analysis, identifying tax planning opportunities and minimizing tax liability for clients. -Maintain accurate and up-to-date tax records and documentation, facilitating efficient tax return preparation and review processes. -Effectively communicate with clients, colleagues, and regulatory authorities on tax matters, providing clear and concise information and building strong professional relationships.

-Oversaw the maintenance of accurate general ledger account balances for the largest utility company globally, ensuring adherence to accounting standards and regulations. -Developed and enhanced internal control systems, leading to improved efficiency and accuracy in financial reporting. -Provided assistance with outside audit preparation, contributing to successful audit outcomes. -Managed accounts receivable, prepayment, and other receivables, collaborating with relevant departments to ensure accurate and timely recording. -Collaborated with internal departments to gather, analyze, and interpret financial information, conducting audits on financial data to ensure accuracy and reliability. -Prepared monthly, quarterly, and annual consolidated financial statements, including working papers and formal reports, meeting regulatory requirements.

-Participated in the audit of enterprise budget implementation, gaining valuable exposure to auditing processes and procedures. -Collected, arranged, and filed financial audit information documents, ensuring accessibility and organization of audit-related records. -Assisted in the collection of audit records, audit evidence, and investigation and evidence gathering activities.

-Conducted monthly financial reconciliations for various banks, ensuring accuracy and identifying discrepancies. -Managed the binding of vouchers, maintaining proper documentation and organization of financial records. -Prepared basic accounting vouchers and contributed to the financial accounting processes of the company.