Jiaqi Li
Accountant at Pillar & Company CPAs- Claim this Profile
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English Professional working proficiency
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Chinese Native or bilingual proficiency
Topline Score
Bio
Credentials
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Accounting Foundations
LinkedInNov, 2019- Nov, 2024 -
Accounting Foundations: Bookkeeping
LinkedInNov, 2019- Nov, 2024
Experience
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Pillar & Company CPAs
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United States
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Accounting
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1 - 100 Employee
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Accountant
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Dec 2021 - Present
Review 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 clients Reconcile bank, credit card and loan statements Process payroll and prepare payroll tax returns on a timely basis Communicate with co-workers and managers - asking questions and working as a team to service client work Prepare 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 opportunities Proactively recommend and implement internal process improvements Show less
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EON Mortgage Group Inc
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United States
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Financial Services
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1 - 100 Employee
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Mortgage Loan Processor
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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 Show less
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Moreback
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Chicago
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Tax Preparer
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Dec 2019 - Jun 2020
Preparing 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 payments Scanning/Organize electronic tax docs. Printing and mailing notices to the IRS and State agencies. Preparing 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 payments Scanning/Organize electronic tax docs. Printing and mailing notices to the IRS and State agencies.
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Education
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2016 - 2019
Marshall University
Master's degree, Accounting -
2012 - 2016
Beijing Business and Technology University
Bachelor's degree, Accountancy
Community
