Summary
Overview
Work History
Education
Skills
Certification
Languages
Hobbies and Interests
Awards
Accomplishments
Timeline
Generic
Xueyan LU

Xueyan LU

Summary

With over 16 years of experience in the tax bureau, I have a deep understanding of tax policies and procedures. I excel at maintaining excellent relationships with tax professionals at various levels, which allows me to facilitate future coordination and understanding of relevant procedures and situations. This experience has given me extensive knowledge in global financial analysis, with a specific focus on the investment market. As a Hong Kong Master of Science graduate specializing in ESG, I have mastered the principles of sustainable development and possess a unique ability to integrate ESG factors into financial product design. Leveraging my expertise in tax specialization and financial analysis, I actively promote innovation and optimization of financial products to enhance competitiveness and ensure compliance. I prioritize work-life balance, self-motivation, and problem-solving skills, and I am committed to continuous learning and adaptability in new environments. Embracing new technologies drives both my personal and professional growth.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Business Tax Services

State Taxation Administration Guangzhou Tax Bureau
05.2008 - 02.2024
  • Established and optimized bureau procedures to meet changing requirements.
  • Trained, motivated and disciplined employees to achieve optimal performance.
  • Identified routine stories and breaking news coverage for tax bureau.
  • Collaborated with writing, editorial, and reporting staff to produce crisp and engaging content.
  • Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
  • Interacted well with customers to build connections and nurture relationships.
  • Reported issues to higher management with great detail.
  • Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.

Education

Master of Science - Global Environment For Sustainable Development

Hong Kong Metropolitan University
30 Muk Min Street, Ho Man Tin,Hong Kong SAR
09-2024

Bachelor of Arts - Business English

The Open University of China
No. 41, Luk King West Road, Guangzhou
01-2007

Skills

  • Organizational abilities
  • Regulatory compliance understanding
  • Tax planning strategies
  • Problem-solving capabilities

Certification

CFA charterholder, CFA Institute, https://www.cfainstitute.org/

Languages

English, Chinese (Cantonese), Chinese (Mandarin)
Native language
English
Upper intermediate
B2
Chinese (Cantonese)
Proficient
C2
Chinese (Mandarin)
Proficient
C2

Hobbies and Interests

Continuously acquiring new skills to enhance efficiency and maximize time savings

Awards

  • CFA Program Women's Scholarship, CFA Institute, https://www.cfainstitute.org/, 12/2023
  • CFA Program Women's Scholarship, CFA Institute, https://www.cfainstitute.org/, 12/2022

Accomplishments

    In December 2010, I was awarded the second prize in the essay competition titled "Living Next to You," organized by the Guangdong Provincial Local Tax Bureau.

    In January 2011, I was recognized as an "Advanced Individual of 2010" by the Guangzhou Development Zone Local Tax Bureau and received a certificate of honor.

    In June 2011, I was honored with the title of "Outstanding League Member" by the Guangzhou Municipal Local Tax Bureau.

    In August 2011, I participated in a shooting competition held by the Guangdong Provincial Local Tax Bureau at the Panyu Shooting Range and secured the third place in the mixed gender team event.

    Also in August 2011, I won the first prize in the "I am in the Tax Service Hall" Aerospace Cup essay competition hosted by the Guangdong Provincial Local Tax Bureau.

    In August 2012, upon the establishment of the Guangdong Writers Association Local Tax Branch, I was elected as a member of the association.

    In October 2012, while working at the local tax service window in the government service center, I received a commendation banner from an enterprise in the development zone in recognition of my service.

Timeline

Business Tax Services

State Taxation Administration Guangzhou Tax Bureau
05.2008 - 02.2024

CFA charterholder, CFA Institute, https://www.cfainstitute.org/

Master of Science - Global Environment For Sustainable Development

Hong Kong Metropolitan University

Bachelor of Arts - Business English

The Open University of China
Xueyan LU