Leo Y. Liao

  Taipei City, Taiwan

Equipped with multi-work experiences in different domains of business, such as big 4, an investing company, and a tax firm. I've combined my experience from the business area with my characteristics. Not only did I accumulate detail-oriented working habits but also came along with the outbox thinking and creativity.

I always expect myself to become a person who is able to take more responsibilities and inspire other people.

Challenge taker, team player. Good at presentation and communication, I genuinely hope that I can fully utilize my strength to make a contribution while creating extra value towards it.

Skills

Audit and Assurance

  • Audit, review.
  • Prepare financial statements.
  • Substantive test.
  • Variance analyst.
  • Internal Control.
  • Microsoft office.

Accounting

  • Financial accounting.
  • Management/Cost accounting.
  • US tax law
  • Business environment and condition.

Sales/Soft skill

  • Business development.
  • Customer relationship management.
  • Presentation skill.
  • Negotiation skill.
  • Overseas Webinar host.
  • Video Editing.

License

Language

  • US CPA (pass FAR, BEC, REG)
  • TOEIC 925
  • Investment trust and consulting law
  • Certification test for financial derivative sales and personnel
  • Senior securities specialists
  • Proficiency Test for Trust Operations Personnel.
  • Mandarin 
  • English

Working Experiences

Sagent Management

Tax associate  •   Oct 2020 - Dec 2021 

  • Filed tax returns including personal, partnership, estate, and C-corp in compliance with IRS laws, USGAAP, and regulations.

Local Reporting

Prudential holding investment  •  Apr 2020 - Oct 2020

  • Processed and issued monthly payroll for over 50 employees and contractors including wages, salaries, and benefits.
  • Prepare vouchers for the daily investment transactions by matching the daily transaction journal of investment with the relevant documentation.
  • Prepare a daily transaction journal of investment and match the relevant documentation.
  • Maintain and update the company's booking.
  • Operation of the Oracle system.

Auditor

Deloitte  •   Sep 2019 - Apr 2020

  • Contributed to auditing financial statements of 5 clients in various industries such as biotechnology, holding companies, and construction companies.
  • Derived client performance insights from analyzing sales, profits, receivables turnover rate, and inventory turn-over rate.
  • Collated, checked, and analyzed clients’ transactions to identify risks of material misstatement.
  • Examined clients’ internal control processes and provided suggestions to fix problematic parts.

Education

2014 - 2018

Fu Jen Catholic University

Accounting

Project

Wasser 2.0 Overseas Volunteer

  • Lobby the local government to enact laws aiming for water resource conservation.
  • Organize cross-cultural activities for primary school students to raise their awareness of water resources.
  • Surveying the current situation of each community's water resources, report with the local government about the circumstances and improvements.

Other achievements

  • Participated in an exchange student program in high school for two months (Canada)
  • Won 2nd place back to back in a speech contest and impromptu speech in high school.
  • Won 1st in the Graduation Project in the accounting department.
  • The main planner of our department's orientation.
  • Host of thingnario 2020's product launch.


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