Leon Li Email & Phone Number

Calgary, Alberta, Canada

Calgary, Alberta, Canada

• Managed day-to-day operations for key clients (upstream oil and gas and oil and gas technology) year-round, prioritizing timely services for quarterly review engagements, annual audits, and SOX compliance in accordance with IFRS and ASPE accounting standards• Maintained oversight of junior staff and supported directed guidance within a dynamic learning environment• Performed quality assurance controls testing of nationwide year-end audit engagements by reconciling deadlines of milestone program, contributing to elevated overall audit efficiency, and monitored compliance of the firm’s guidelines

Calgary, Alberta, Canada

Calgary, Alberta, Canada

Calgary, Alberta, Canada

• Assisted lead auditors in completing audits by developing and executing testing procedures on key contract risk areas based on expenditure patterns analysis• Ensured alignment of results from rate and invoice verification to findings and recommendations of lead auditors

Calgary, Canada Area

• Prepared Canadian and American personal tax returns for large organizations alongside executing tax equalization calculations for both domestic and overseas expatriate clients by ensuring strict compliance with tax requirements and guidelines

Calgary, Alberta, Canada

• Communicated with taxpayers regarding tax benefits and social programs by utilizing multiple databases to access, interpret and provide clear and meaningful information to enhance understanding• Topics included Canada Child Benefits, GST Credit, and provincial benefits programs

Education record

CPA Western School of Business (CPAWSB) Candidate Exams Completed: Core 1, Core 2, Assurance, Tax, Capstone 1, Capstone 2, CFE Day 1

Bachelor Of Commerce (Bcom), Accounting

Activities and Societies: Volunteer Tax Program, Admitted into Co-operative Program as of January 2017.