Lawrence KS, US
Phone: xxx-xxx-xxxx
Email: xxx@xxxx.xxx
Looking For: Tax, Finance
Occupation: Business and Finance
Degree: Master's Degree
Career Level: Entry Level
Languages: Chinese/English
Highlights:Tax professional Financial investment
Skills:Enrolled Agent, Financial analysis, Business consulting, Customer service
Goal:Being a manager in finance or tax. Using both finance and tax to make better financial decisions. Leading or associating a company to gain more profit and fame.
Certification:Enrolled Agent(Tax professional)
Tax Preparer Internship 03/2015 - current
Liberty Tax Service, Lawrence, KS United States
Industry: Tax
Tax Preparation
• Consulted clients about their background to struggle for more refund, earned more income from 10% of clients.
• Improved accuracy by discussing complex tax situation with others, reduced the time of preparing return for clients with similar situation by 15%.--
Sales Rep 05/2015 - 06/2015
Hauge Quality Water, Olathe, KS United States
Industry: Marketing
Performing sale presentation to make deals
• Visited clients’ places, performed water tests and gave sale presentation to make deals.
• Attended different advertising shows each week to attract potential clients.--
Tax preparer 03/2015 - 04/2015
Liberty Tax Service, Lawrence, KS United States
Industry: Tax preparation
Prepare tax report for individual clients
• Consulted clients’ background to receive greater refund during tax preparation; earned 10% more tax refund for clients.
• Advised clients to gather necessary information for greater refund in coming years.--
Security Processor 06/2015 - current
State Street (Daley and Associates), Kansas City, MO United States
Industry: Bank
Process trading faxes and verify authorization for custodial account.
• Classified transaction type of trading faxes in derivative line, escalated for further processing; doubled benchmark averagely.
• Verified authorization of collateral cash/share movement of custodial account by checking signatures and performing callbacks.--
Server 01/2014 - 04/2014
KU Dining Service, Lawrence, KS United States
Industry: Dining service
• Accelerated daily work speed in dish room, kitchen and serving line by about 10%, used the time to help others.
• Improved new coworkers’ efficiency by training them.
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Project Manager 03/2012 - 06/2012
Jilin Dingyi Business consulting company, Jilin, Jilin China
Industry: business consultingq
• Planned a new efficient way to collect market data, deducted time for the doing survey by 20%.
• Stimulated team members to actively participate in discussion and demonstrate their opinions of doing project, figured out some smarter ways to increase efficiency.
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Supervisor Assistant 03/2011 - 12/2011
Jilin Youshi Science and technology company, Jilin, Jilin China
• Investigated products of ours and competitors’, discovered the specialty and revised advertisement, boosted sale by 10%
• Developed marketing plans, confirmed target customers and adjusted price, boosted sale by 10%.
• Initiated surveys to find potential customers and expanded customers by 15%.
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Southwest University of China 08/2007 - 06/2011
Chongqing, , China
Degree: Bachelor's Degree
Major:Law
Chinese Law
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