Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Jiyan liu

Missoula

Summary

I have a master's degree in Accounting, three years of experience with tax, I have an active PTIN number, and I have an EA credential.

Overview

13
13
years of professional experience

Work History

Tax Preparer

Jackson Hewitt
Missoula
12.2024 - Current
  • Help the client prepare their tax return.
  • Answer the questions about the tax.
  • Help the clients deal with the letter from the IRS.

TAX CONSULTANT

H&R Block
Missoula
01.2023 - 04.2024
  • Provide professional tax advice and prepare accurate returns for a diverse client base. Successfully passed two parts of the EA exam; I am scheduled to complete the final part in May.

STAFF ACCOUNTANT

Albertsons Company
Missoula
06.2022 - 12.2022
  • Managed financial records and reports, ensuring compliance with accounting standards.

STAFF ACCOUNTANT

Jonathan Cushman LLC
Missoula
01.2022 - 03.2022
  • Assisted with financial accounting needs in a dynamic business environment.

VOLUNTEER TAX PREPARER

University of Montana Western
Missoula
01.2021 - 03.2021
  • Prepared accurate tax returns for low-income families, enhancing community tax awareness.

INSURANCE BROKER

Pacific Insurance Company
Zunyi
12.2012 - 11.2015
  • Advised clients on appropriate insurance products based on their personal, financial, and individual needs.

STAFF ACCOUNTANT

Tong An Hotel
Xiamen
06.2012 - 12.2012
  • Maintained financial records and prepared tax reports, improving the accuracy of financial data.

Education

MBA - MBA

California Institute of Advanced Management
Los Angeles, CA
08-2025

M.D. - Accounting

University of Montana
Missoula, MT
07-2022

J.D. - Accounting

University of Montana
Missoula, MT
07-2020

J.D. - INTERNATIONAL BUSINESS OF TRADE

Xiamen University
Xiamen
07-2012

Skills

  • Expertise in Microsoft Excel and data analysis
  • Proficient in Tableau for business intelligence
  • Comprehensive knowledge in tax accounting, preparation, and compliance
  • Successfully passed all four sections of the CPA exam
  • Enrolled Agent (EA) credential holder

Languages

English | Advanced

Timeline

Tax Preparer

Jackson Hewitt
12.2024 - Current

TAX CONSULTANT

H&R Block
01.2023 - 04.2024

STAFF ACCOUNTANT

Albertsons Company
06.2022 - 12.2022

STAFF ACCOUNTANT

Jonathan Cushman LLC
01.2022 - 03.2022

VOLUNTEER TAX PREPARER

University of Montana Western
01.2021 - 03.2021

INSURANCE BROKER

Pacific Insurance Company
12.2012 - 11.2015

STAFF ACCOUNTANT

Tong An Hotel
06.2012 - 12.2012

MBA - MBA

California Institute of Advanced Management

M.D. - Accounting

University of Montana

J.D. - Accounting

University of Montana

J.D. - INTERNATIONAL BUSINESS OF TRADE

Xiamen University

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Jiyan liu