Katie Li Email and Phone Number
Katie Li work email
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Katie Li personal email
Katie is a Business Analytics professional with extensive experience in client services and collaborating in cross-functional teams. As an ex-Baker Tilly alumni with a background in tax accounting, she has a strong expertise in financial data analysis and an ability to manage various projects under a tight deadline.
Usc Viterbi Graduate Programs
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Usc Viterbi Graduate ProgramsLos Angeles, Ca, Us
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Senior Tax AssociateBaker Tilly Us Aug 2023 - Aug 2024Chicago, Il, Us- Communicated with clients via email and phone regarding tax return status and missing items in order to ensure enough information to meet tax deadlines- Coordinated tax planning meetings with clients to prepare for potential tax saving opportunities- Provided written and oral feedback for tax return preparation from staff to foster technical growth- Monitored preparation of a tax return grouping by serving as client contact, tracking preparation process, and reviewing returns before sending to management for sign off- Led office-wide training on document storage software at year-end to mitigate work required prior to spring busy season -
Tax AssociateBaker Tilly Us Jul 2021 - Aug 2023Chicago, Il, Us- Organized client workpapers using Excel to simplify tax preparation and review process- Prepared tax returns for various client types (partnership, s-corporation, corporation), gaining an understanding of difference business structures and industries- Created tax projections to calculate estimate tax payments for clients and lower future payment and penalties- Generated sales variance table with Microsoft Excel to consolidate bank statements with reported sales- Trained summer interns on various tax softwares and office processes to enhance learning experience- Conducted office-wide presentation on the Inflation Reduction Act in 2022 to provide information on expected changes in tax preparation
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Tax InternBaker Tilly Us Jan 2021 - Apr 2021Chicago, Il, Us
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Admissions AssistantUsc Marshall Ms In Business Analytics May 2019 - Jan 2021Los Angeles, California, Us• Manage reference documents with personal and academic information of current and incoming students• Created and reformatted website visuals to increase program appeal • Communicate with applicants regarding program specifics and their application status
Katie Li Education Details
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Usc Marshall School Of BusinessBusiness Analytics -
University Of Southern CaliforniaAccounting
Frequently Asked Questions about Katie Li
What company does Katie Li work for?
Katie Li works for Usc Viterbi Graduate Programs
What is Katie Li's role at the current company?
Katie Li's current role is Business Analytics Professional @ USC Marshall | Ex - Baker Tilly | Expertise in Financial Data Analysis, Project Management, and Collaborating in Cross-Functional Teams.
What is Katie Li's email address?
Katie Li's email address is ka****@****usc.edu
What schools did Katie Li attend?
Katie Li attended Usc Marshall School Of Business, University Of Southern California.
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