Experience

• 

  US Tax Professionals Ltd.NZ

  • Auckland, New Zealand

  • Tax Accountant

    • Jun 2022 - Present
    • Auckland, New Zealand

• 

  Smith Chilcott

  • Tax Accountant

    • May 2021 - Jun 2022

    - Preparation of NZ tax returns for individual, trusts and companies- Preparation of financial statements

• 

  NZ US Tax Specialists

  • Taxation Accountant

    • Aug 2019 - Mar 2021

    New Zealand Taxation & Accounting• Prepare NZ income tax returns and additional schedules (IR3, IR4, IR6, IR10, IR526, etc.)• Prepare GST returns• Determine tax residency status • Communicate with clients via email/phone for any tax related queries• Process and manage provisional tax reminders• Prepare annual financial statements for clients• Communicate directly with the IRD regarding client tax issues• Liase with external financial institutions• Linking and delinking of clients for firm Agency List when required.• XERO experience: bank reconciliation, fixed assets registration, AP and AR, etc.• Trained new staff on Xero and NZ tax filing proceduresUnited States Taxation:• Prepare the US income tax return (Form 1040) and in accordance with the Double Tax Agreement between NZ and US.• Prepare Form 3520 and 3520a for client’s NZ trusts reporting• Responsible for preparing and filing Foreign Bank Account Reporting (FBAR Form 114)• Analyze financial statements and source of income to determine tax filing requirement• Provide tax advice to clients during the preparing of their tax returns• Liase directly with clients to obtain information required to prepare the income tax returns.• Prepare Form W-8BEN & W-8BEN-E for individuals, entities and trusts to claim tax treaty benefits• Trained new staff on software and filing procedures for FBAR and tax returns

  • Assistant Accountant

    • May 2018 - Aug 2019

• 

  Chen Long Chartered Accountant (Meduim Size)

  • Guiyang, Guizhou, China

  • Junior Accountant

    • May 2015 - Oct 2015
    • Guiyang, Guizhou, China

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  You Wei Communication & Strategy Ltd

  • Guiyang, Guizhou, China

  • Account Executive

    • Sep 2014 - Apr 2015
    • Guiyang, Guizhou, China

• 

  Danone Waters

  • Shenzhen, Guangdong, China

  • Office Assistant - Internship

    • Apr 2014 - May 2014
    • Shenzhen, Guangdong, China