Charles Li, Cpa Email & Phone Number

Victoria BC

• Co-op Student for two Winter Co-op terms.
• Prepared notice to reader working papers for year-end financial statements in a wide range of industries: investment holding companies, manufacturing companies, and professional services.
• Prepared 250+ personal tax returns including tax returns with rental income and business income
• Communicated with clients and brokers to get relevant information to complete files.

Victoria BC

• Performing cold calling in a high volume, fast-paced environment
• Surveying telephone respondents and addressing any concerns that arise
• Accurately and efficiently coding all calls and organizing additional data as needed

British Columbia, Canada

• Analyzed financial information to accurately complete over 250 tax returns using Profile
• Communicated to customer service representatives on the phone for missing information and to rectify problems with tax returns to ensure customer satisfaction
• Ensured processing times were met and tax returns were prepared accurately by using strong attention to detail skills, effective time management and verbal communication