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Strong accounting professional with a Master of Science in accounting from Marshall university. Skilled in payroll, bookkeeping, accounts payable/receivables, and individual and business tax return. Ability to switch from one company to another quickly and juggle multiple clients at one time. Demonstrated ability to quickly learn and optimize the use of technology.
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AccountantPillar & Company Cpas Dec 2021 - PresentNaperville, Illinois, UsReview and code financial transactions for clients on a monthly basis (using the accounting software provided) Prepare of a monthly financial statement package to be issued to clientsReconcile bank, credit card and loan statementsProcess payroll and prepare payroll tax returns on a timely basisCommunicate with co-workers and managers - asking questions and working as a team to service client workPrepare federal and state tax returns for individuals (80%), trusts, S corp. and partnerships.Coordinate with Wealth Advisors to gather and organize client information and tax documents Communicate tax return results with clients and present tax strategy opportunitiesProactively recommend and implement internal process improvements -
Mortgage Loan ProcessorEon Mortgage Group Inc Jun 2020 - Dec 2021- Prepare detailed analysis on clients' financial conditions to determine the degree of risk involved in lending money to them by reviewing their income, assets, debts, credit reports, or other financial information- Consult with clients to verify their financial/credit transactions and provide appropriate solutions based on their needs- Accurately calculate income for applicants, perform property analysis or appraisal review to establish that subject property collateral is acceptable, while analyzing loan risk and request additional information/condition loan as necessary- Manage loan pipeline and complete loan applications including the credit analysis and loan request summaries, then submit to loan committees for their approval -
Tax PreparerMoreback Dec 2019 - Jun 2020Preparing individual tax returns, extensions, quarterly estimated tax payments with Drake Software. Assist with creating and requesting checks and mailing federal and state estimated tax vouchers.Processes electronic filing of tax returns.Gain/Loss review and comparison.Calculate estimated tax paymentsScanning/Organize electronic tax docs.Printing and mailing notices to the IRS and State agencies.
Jiaqi Li Skills
Jiaqi Li Education Details
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Marshall UniversityAccounting -
Beijing Business And Technology UniversityAccountancy
Frequently Asked Questions about Jiaqi Li
What company does Jiaqi Li work for?
Jiaqi Li works for Pillar & Company Cpas
What is Jiaqi Li's role at the current company?
Jiaqi Li's current role is Pillar & Company CPAs - Accountant.
What is Jiaqi Li's email address?
Jiaqi Li's email address is ji****@****sdzq.cn
What is Jiaqi Li's direct phone number?
Jiaqi Li's direct phone number is +152090*****
What schools did Jiaqi Li attend?
Jiaqi Li attended Marshall University, Beijing Business And Technology University.
What skills is Jiaqi Li known for?
Jiaqi Li has skills like Leadership, Microsoft Office, Management, Microsoft Word, Research, Microsoft Excel, Accounting, Personal Development, Time Management, Life Skills, Strategic Planning, Bookkeeping.
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