Katie Li Email & Phone Number
@bakertilly.com
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Who is Katie Li? Overview
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Katie Li is listed as Senior Tax Associate at Grant Thornton (US), a with 11800 employees, based in Los Angeles, California, United States. AeroLeads shows a work email signal at bakertilly.com and a matched LinkedIn profile for Katie Li.
Katie Li previously worked as Senior Tax Associate at Baker Tilly Us and Tax Associate at Baker Tilly Us. Katie Li holds Master Of Science - Ms, Business Analytics from Usc Marshall School Of Business.
Email format at Grant Thornton (US)
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AeroLeads found 1 current-domain work email signal for Katie Li. Compare company email patterns before reaching out.
About Katie Li
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.
Katie Li's current company
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Katie Li work experience
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Role listed
Senior Tax Associate
- 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 Associate
- 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
Tax Intern
Admissions Assistant
• 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
Master Of Science - Ms, Business Analytics
Bachelor'S Degree, Accounting
Frequently asked questions about Katie Li
Quick answers generated from the profile data available on this page.
What company does Katie Li work for?
Katie Li works for Grant Thornton (US).
What is Katie Li's role at Grant Thornton (US)?
Katie Li is listed as Senior Tax Associate at Grant Thornton (US).
What is Katie Li's email address?
AeroLeads has found 1 work email signal at @bakertilly.com for Katie Li at Grant Thornton (US).
Where is Katie Li based?
Katie Li is based in Los Angeles, California, United States while working with Grant Thornton (US).
What companies has Katie Li worked for?
Katie Li has worked for Grant Thornton (Us), Usc Viterbi Graduate Programs, Baker Tilly Us, and Usc Marshall Ms In Business Analytics.
How can I contact Katie Li?
You can use AeroLeads to view verified contact signals for Katie Li at Grant Thornton (US), including work email, phone, and LinkedIn data when available.
What schools did Katie Li attend?
Katie Li holds Master Of Science - Ms, Business Analytics from Usc Marshall School Of Business.
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