Summary
Overview
Work History
Education
Skills
Languages
Certification
Work Availability
Timeline
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Ting Yun Lee

Hesperia,CA

Summary

Seasoned income tax preparer with 1.5 years, and more than 120 tax returns prepared in 2024. Administrative professional with over 15 years of experience, including a significant role at Microelectronics Technology Inc. Demonstrated expertise in federal and state tax filing, complemented by strong organizational skills and proficiency in Tax Software (TaxSlayer, ProConnect), and Microsoft Office (Word, Excel, PowerPoint). Achieved continuous education in tax law, ensuring up-to-date knowledge and client satisfaction.

Overview

22
22
years of professional experience
1
1
Certificate
3
3
Languages

Work History

Enrolled Agent

Self Employed Services
02.2023 - Current
  • Utilized tax software ( to prepare Individual Income Tax Returns, and meet deadlines.
  • Assisted in resolving complex tax issues, strengthening client relationships, and building trust.
  • Communicated with clients regarding tax situations, providing guidance on financial decisions.
  • Researched tax implications for various deductions and credits.

VITA/TCE Volunteer (2024 Tax Season)

AARP Foundation
12.2023 - 04.2024
  • Completed more than 120 individual income tax returns with state in 2024 tax season.
  • Skilled at working independently and collaboratively in team environment.
  • Adaptable and proficient in learning new concepts quickly and efficiently.
  • Self-motivated, with strong sense of personal responsibility.

Secretary & Administrator (15 Years Experience)

Microelectronics Technology Inc. & GPCS
08.2002 - 01.2020

(Employee Headcount: 200 approx.)

  • Coordinated business trip arrangements in 3 related companies in Taiwan, USA, and Denmark by booking airfare, hotel, and ground transportation.
  • Learned and adapted quickly to new software such as PLM (Oracle Agile Product Lifecycle Management) and SAP (Systems Applications Products).
  • Scheduled and assisted various corporate internal training programs for employees.
  • Recorded new hires, transfers, terminations, changes in job classifications, and merit increases to main human resources files.
  • Entered data into the system and updated employees and customer contacts with information to keep records current.
  • Conducted daily administrative tasks such as answering income calls and inquiries, receiving incoming guests, and making arrangements and announcements.
  • Drafted agendas, recorded minutes, and created documents for meetings.
  • Supported department managers by managing budgets, scheduling appointments, and organizing itineraries.
  • Assisted department managers in the project schedule and cost control.

Education

Two-Year Technical Education - Information Management

Minth University of Science And Technology
Taiwan

High School Diploma - Accounting Affairs

National Commercial Vocational High School
Taiwan

Skills

  • TaxSlayer
  • Pro Connect
  • 10 Key Data Entry
  • Federal & State Income Tax Preparation
  • Corporation Tax Preparation
  • Tax-Related Research
  • Microsoft Office (Word, Excel, PowerPoint)
  • Strong Data Organizational Skills
  • Telephone Reception; Meeting Preparation; Appointment Scheduling
  • Travel Arrangements

Languages

Chinese (Mandarin)
Native or Bilingual
English
Professional Working
Taiwanese Hokkien
Professional Working

Certification

  • Authorized IRS E-FILE Provider (ERO)
  • EA - Enrolled Agent (#00151379)
  • 2024 AFSP - Annual Filing Season Program
  • 2023 VITA/TCE Volunteer Certification

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

VITA/TCE Volunteer (2024 Tax Season)

AARP Foundation
12.2023 - 04.2024

Enrolled Agent

Self Employed Services
02.2023 - Current

Secretary & Administrator (15 Years Experience)

Microelectronics Technology Inc. & GPCS
08.2002 - 01.2020

Two-Year Technical Education - Information Management

Minth University of Science And Technology

High School Diploma - Accounting Affairs

National Commercial Vocational High School
Ting Yun Lee