Vp, Tax Advisory Services
Current
Jul 2023 - Present
AeroLeads people directory · profile
Yi Ding Email & Phone Number
CPA, MBA, MSA.
at
Walled Lake Planning & Wealth Management
1 work email found
@hrblock.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 86%
Current company
Role
CPA, MBA, MSA.
Location
United States
Company size
Who is Yi Ding? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Yi Ding is listed as CPA, MBA, MSA. at Walled Lake Planning & Wealth Management, a with 5 employees, based in United States. AeroLeads shows a work email signal at hrblock.com and a matched LinkedIn profile for Yi Ding.
Yi Ding previously worked as VP, Tax Advisory Services at Walled Lake Planning & Wealth Management and Tax Associate at Goldman Sachs Ayco Personal Financial Management. Yi Ding holds Master Of Science - Ms, Accounting, Gpa: 3.31 from Gies College Of Business - University Of Illinois Urbana-Champaign.
Company email context
Email format at Walled Lake Planning & Wealth Management
This section adds company-level context without repeating Yi Ding's masked contact details.
{first}.{last}@hrblock.com
86% confidence
AeroLeads found 1 current-domain work email signal for Yi Ding. Compare company email patterns before reaching out.
Profile bio
About Yi Ding
Yi Ding is a CPA, MBA, MSA. at Walled Lake Planning & Wealth Management. They is proficient in Korean and English. Colleagues describe them as "Yi is super professional and patient with tax filing. " and "Yi is a very motivated student in my finance class. He had shown good understanding of both theories and the detailed empirical analysis. He's also a natural leader in his class and a good communicator. With his work ethics, I am sure he will be a very dependable and productive team member in any workforce."
Current workplace
Yi Ding's current company
Company context helps verify the profile and gives searchers a useful next step.
Walled Lake Planning & Wealth Management
3 roles
Yi Ding work experience
A career timeline built from the work history available for this profile.
Tax Associate
- Specialized in preparing individual income tax returns for ultra-high-net-worth clients, with expertise in reporting Sch K-1s, foreign income, and income sourced from multiple states.- Acted as a representative, with Power of Attorney (POA), for clients in handling correspondence with the IRS and state tax authorities.- Collaborated closely with account managers to deliver tax planning services to clients.
Jul 2022 - Jul 2023
Volunteer Income Tax Assistance (Vita) Program Manager
The University of Illinois’ VITA program offers FREE tax assistance to low-to-moderate income, elderly, limited English speaking taxpayers, and those with disabilities in the Urbana-Champaign community. - Selected for the Management Team and oversaw five tax preparers by reviewing their work, investigating complex questions, and ensuring accuracy before filing the tax returns. - Communicated with both taxpayers for missing information and University professors to expedite tax filing processes- Provided a positive experience for taxpayers in the Champaign-Urbana community by meeting taxpayers in person at the VITA program office, interviewing them, and answering critical questions about their tax returns.
Jan 2022 - Apr 2022
Team & coworkers
Colleagues at Walled Lake Planning & Wealth Management
Other employees you can reach at walledlakewealth.com. View company contacts for 5 employees →
SG
Sarah Grayer, Cfp®
Colleague at Walled Lake Planning & Wealth ManagementGreater Chicago Area, United States
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SS
Shelton Smith
Colleague at Walled Lake Planning & Wealth ManagementGreater Chicago Area, United States
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ZW
Zach Walters
Colleague at Walled Lake Planning & Wealth ManagementGreater Chicago Area, United States
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NC
Noel Cooper, Cfp®
Colleague at Walled Lake Planning & Wealth ManagementGreater Chicago Area, United States
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HK
Howard Klieger
Colleague at Walled Lake Planning & Wealth ManagementHighland Park, Illinois, United States
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Sarah Grayer, Cfp®
Colleague at Walled Lake Planning & Wealth ManagementGreater Chicago Area, United States
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SS
Shelton Smith
Colleague at Walled Lake Planning & Wealth ManagementGreater Chicago Area, United States
View →
ZW
Zach Walters
Colleague at Walled Lake Planning & Wealth ManagementGreater Chicago Area, United States
View →
NC
Noel Cooper, Cfp®
Colleague at Walled Lake Planning & Wealth ManagementGreater Chicago Area, United States
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HK
Howard Klieger
Colleague at Walled Lake Planning & Wealth ManagementHighland Park, Illinois, United States
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3 education records
Yi Ding education
Master Of Science - Ms, Accounting, Gpa: 3.31
Master Of Business Administration - Mba, Gpa: 3.77
Bachelor'S Degree, Finance, General
FAQ
Frequently asked questions about Yi Ding
Quick answers generated from the profile data available on this page.
What company does Yi Ding work for?
Yi Ding works for Walled Lake Planning & Wealth Management.
What is Yi Ding's role at Walled Lake Planning & Wealth Management?
Yi Ding is listed as CPA, MBA, MSA. at Walled Lake Planning & Wealth Management.
What is Yi Ding's email address?
AeroLeads has found 1 work email signal at @hrblock.com for Yi Ding at Walled Lake Planning & Wealth Management.
Where is Yi Ding based?
Yi Ding is based in United States while working with Walled Lake Planning & Wealth Management.
What companies has Yi Ding worked for?
Yi Ding has worked for Walled Lake Planning & Wealth Management, Goldman Sachs Ayco Personal Financial Management, and Gies College Of Business - University Of Illinois Urbana-Champaign.
Who are Yi Ding's colleagues at Walled Lake Planning & Wealth Management?
Yi Ding's colleagues at Walled Lake Planning & Wealth Management include Sarah Grayer, Cfp®, Shelton Smith, Zach Walters, Noel Cooper, Cfp®, and Howard Klieger.
How can I contact Yi Ding?
You can use AeroLeads to view verified contact signals for Yi Ding at Walled Lake Planning & Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Yi Ding attend?
Yi Ding holds Master Of Science - Ms, Accounting, Gpa: 3.31 from Gies College Of Business - University Of Illinois Urbana-Champaign.
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