Julia Nguyen

Senior Tax Accountant at ADV Partners Chartered Accountants
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Contact Information
us****@****om
(386) 825-5501
Location
Melbourne, Victoria, Australia, AU
Languages
  • English Full professional proficiency
  • Vietnamese Native or bilingual proficiency

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5.0

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Iris Du

Julia’s can do attitude always inspire myself and my team to do more. She often goes above and beyond for her clients and the company she works for. The ability for her to overcome challenges and adapt change to help companies to grow fast is a gift that not everyone has. She is indeed one of the top talent that has right amount of professional skills and soft skills that any company would need. I am so honoured that I got to serve her as a mentor and having her work with our company.

Thai Ngo

When I first met Julia she said to me "I am willing to do whatever it takes and learn all that I can". That attitude backed up by her analytical nature was able to get my books up to date in no time. She has a strategic mindset, is super quick at everything she does and very efficient. Her humour and confidence also made her a pleasure to deal. Highly recommend her for any positions.

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Credentials

  • Jodi Glickman on Pitching Yourself
    LinkedIn
    May, 2020
    - Oct, 2024
  • TOEIC Certificate of Achievement
    Educational Testing Service (ETS)
    Dec, 2011
    - Oct, 2024

Experience

  • ADV Partners Chartered Accountants
    • Australia
    • Accounting
    • 1 - 100 Employee
    • Senior Tax Accountant
      • Jun 2020 - Present

      At ADV Partners, I specialise in providing professional accounting services for individuals and business clients, including income tax preparation, audit support, preparation of financial statements, pro forma budgeting, general ledger accounting and bank reconciliation. Key duties: - Prepare and file tax returns for a wide range of clients, including individuals, small businesses, and large corporations - Deal with complex structures, Div7A, PSI, CGT, FBT, GST etc - Research and interpret tax laws and regulations, and apply them to client situations - Assist with audits and tax planning for clients, identifying opportunities to minimize tax liability - Review financial data, prepare management reports, budgets, cash flow forecasts and statements of advice to a large and varied client base - Liaise with and build relationships with clients with Partner assistance, the ATO and other bodies as relevant and required - Mentor and train junior tax accountants on tax preparation and compliance Show less

  • You Want Group
    • Australia
    • Professional Training and Coaching
    • 1 - 100 Employee
    • Accountant
      • Feb 2018 - Jan 2022

      Careerists Consulting Group focuses on human development and provides clients with personalised strategies to get the dream jobs that realise their full potential. The team is committed to understanding clients' objectives and goals to help them develop the skills needed to advance in their career path. Key duties: • Assist in formulating budgetary and accounting policies • Prepare financial statements for presentation to directors, management, statutory bodies and other stakeholders • Liaise with internal and external stakeholders to ensure effective collaboration and enhance clients’ satisfaction and trust in the firm • Introduce and maintain accounting systems, and advise on the selection and application of computer-based accounting systems • Conduct financial investigations, prepare reports, undertake audits when necessary • Examine operating costs and organisations' income and expenditure • Provide assurance about the accuracy of information contained in financial reports and their compliance with statutory requirements • Provide financial and taxation advice on business structures, plans and operations • Maintain internal control systems Achievements: • Finish the accumulated workload for three months in just one month, identify all issues with the previous internal control system and suggested improvements for management. • With proven problem-solving and organisational skills, I am offered to step up as a Project Assistant Manager who supervises other team members and engages in the strategic management of the company. Show less

  • LETAX GROUP CPAs & Advisors
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Tax and Business Advisor
      • Jun 2018 - May 2020

      LETAX GROUP CPAs & Advisors is a fast-growing boutique professional services firm, providing professional accounting, tax and business consulting services to private and entrepreneurial clients in Australia and South East Asia region. LETAX GROUP’s clients include The Prestigious Deloitte Technology Fast 50 Companies and Business Review Weekly (BRW) Top 100 Fastest Growing Companies, property developers, high net wealth investors, private family groups, importers/exporters, hospitality, medical professionals and manufacturers. Key duties: • Process/reconcile bank accounts, payroll & superannuation for businesses • Assist clients with their XERO/MYOB/Quickbooks bookkeeping • Prepare Business Activity Statements • Prepare Annual tax return and financial accounts including Profit & Loss, Balance sheet, Notes to financial statements for Self-Managed Superannuation Funds, Individuals, Partnerships, Trusts and Companies. • Liaise with sophisticated clients, the ATO and other stakeholders • Assist director with Preparation of Management accounts, Budgets/Forecasts/Variance analysis • Prepare tax planning report for clients • Assist director with other ad hoc consulting work such as business plan, due diligence/appraisal and property tax and development consulting work. Achievements: - Be recognised for positive, can-do attitude and outstanding work commitment Show less

  • H&R Block Australia
    • Australia
    • Accounting
    • 200 - 300 Employee
    • Tax Consultant
      • Feb 2018 - Jul 2018

      H&R Block, Inc. (NYSE: HRB) is a global consumer tax services provider. Tax return preparation services are provided by professional tax preparers in approximately 12,000 company-owned and franchise retail tax offices worldwide, and through H&R Block tax software products for the DIY consumer. H&R Block also offers adjacent Tax Plus products and services. In fiscal 2017, H&R Block had annual revenues of over $3 billion with 23 million tax returns prepared worldwide. Key Duties: • Use Reckon Elite to prepare error-free tax returns with maximise tax refund guarantee • Efficiently prepare tax returns for individuals, partnerships, trusts and companies • Research on Australian tax legislations to guarantee accurate provision of financial services regarding taxation on investments, real estate and partnerships Achievements: • Achieve acknowledgement for efficient autonomous work, prioritisation skills and “can do” attitude. • Gain recognition for going the extra mile, achieve a High Distinction in internal assessment and be promoted to become a Tax Consultant. Show less

  • AFX Student Exchange
    • Australia
    • Travel Arrangements
    • Xero Specialist/Bookkeeper
      • Apr 2018 - Jun 2018

      AFX Student Exchange is a not-for-profit organisation who offers a comprehensive list of high school and gap year programs to France aimed at improving French language skills and exposing students of all ages to the French culture and way of life. Key duties: • Complete daily bookkeeping processes, including bank reconciliation, debtors, creditors, payroll, processing expense claims, balance sheet reconciliations, monthly management reports • Create and manage invoices for new sales leads and existing customers • Work closely with account management and sales team to ensure the best customer experience • Administer customer financial needs, including processing payments through payment gateways (Stripe and PayWay) • Provide reports to support the sales and account management team • Liaise with stakeholders and perform administrative support tasks Show less

  • Seed Training Group
    • Tax Accountant Trainee
      • Aug 2017 - Jan 2018

      Seed Training Group is a Melbourne based training institute focusing on innovative education and career development, providing training for industry desirable software packages such as MYOB, Xero, Reckon and Handitax through real-life cases, which prepare students with the skills and knowledge to become successful individuals and help them move up the career ladder. Key duties: • Accurately entered data and organised financial records by proficient use of various accounting packages (MYOB, Xero and Reckon) • Conducted bank reconciliations, processed Accounts Payable, Accounts Receivable, Payroll, PAYG withholding and instalments • Prepared Business Activity Statement, Annual GST, as well as Tax Return for Individual, Sole Trader, Company, Trust, and Partnership • Prepared Payroll Tax, Fringe Benefits Tax and Capital Gain Tax. Achievements: • Noticed and resolved all errors and discrepancies, thus achieved recognition for organisational skills and attention to detail • Commended for quickly mastering new technology, demonstrated by accurately finishing client's cases ahead of schedule and utilising keyboard shortcuts to enhance workflow efficiency by 50%. Show less

  • Diplomatic Academy of Vietnam
    • 1 - 100 Employee
    • Teaching Associate
      • Aug 2015 - Jan 2016

      The Academy carries out strategic research in international relations and foreign policies; undergraduate and graduate training and retraining of Foreign Service personnel; serves as “think tank” in foreign policy for the Ministry of Foreign Affairs, and the State. Key duties: • Innovated classroom activities, constructed course resources, and evaluated student performance • Organised and facilitated field experience, simulation exercise and research projects • Provided efficient administration support, such as preparing proposals, reports and contracts, liaising with other parties, managing data and coordinating projects and events • Handled multifaceted clerical tasks (e.g. data entry, scanning and document filing, records management and billing) to ensure the delivery of premium service to students Achievements: • Innovated teaching approaches to increase students’ attendance and grade • Provided outstanding training services, resulting in students’ success in various national and international competition • Achieved acknowledgement for efficient autonomous work, organizational skills and commitment to meeting deadlines. Show less

  • Hanoi Law University
    • Vietnam
    • 1 - 100 Employee
    • Teaching Associate
      • Aug 2015 - Dec 2015

      • Delivered lectures, led classroom discussions, assigned homework and motivated students • Administered examinations and graded tests. • Delivered lectures, led classroom discussions, assigned homework and motivated students • Administered examinations and graded tests.

  • UNDP Vietnam
    • Non-profit Organizations
    • 1 - 100 Employee
    • Translator
      • Sep 2015 - Oct 2015

      Provide translation service for a UNDP conference on Human Rights. Provide translation service for a UNDP conference on Human Rights.

  • Institute of South China Sea Studies
    • Research Assistant
      • Nov 2014 - Jan 2015

      • Collected and consolidated research materials with in-depth analysis • Handled and protected confidential and sensitive data with integrity • Translated documents from English to Vietnamese and vice versa. • Collected and consolidated research materials with in-depth analysis • Handled and protected confidential and sensitive data with integrity • Translated documents from English to Vietnamese and vice versa.

Education

  • Monash University
    Master's degree, Business Law and Professional Accounting
    2016 - 2018
  • Diplomatic Academy of Vietnam
    Bachelor's degree, International Law
    2011 - 2015
  • CPA Australia
    2018 -

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