Jonathan Yeung
Associate at Daniel Allison & Associates- Claim this Profile
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Cantonese Native or bilingual proficiency
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English Professional working proficiency
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Chinese Native or bilingual proficiency
Topline Score
Bio
Credentials
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CPA
CPA AustraliaJan, 2021- Sep, 2024
Experience
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Daniel Allison & Associates
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Australia
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Accounting
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1 - 100 Employee
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Associate
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Oct 2021 - Present
Preparing Financial Statements, Income Tax Returns, Business Activity Statements for SME clients, high-net-worth individuals and family businesses. Prepare work papers relating to FBT returns, Div7a issues, tax planning, and tax structure matters Preparing Financial Statements, Income Tax Returns, Business Activity Statements for SME clients, high-net-worth individuals and family businesses. Prepare work papers relating to FBT returns, Div7a issues, tax planning, and tax structure matters
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RJ PLUS
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Australia
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Accounting
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1 - 100 Employee
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Tax Consultant
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Jan 2020 - Oct 2021
Preparing financial statements and tax planning for small and medium sized enterprise Preparing financial statements and tax planning for small and medium sized enterprise
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Accountant
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Apr 2019 - Oct 2020
Prepare quarterly BAS, payroll and financial report as well as financial advice and monitoring on financing assets Prepare quarterly BAS, payroll and financial report as well as financial advice and monitoring on financing assets
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Chemist Warehouse
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Retail
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1 - 100 Employee
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Graduate Accountant
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Jun 2017 - Dec 2017
Responsible for around 40 Chemist Warehouse retail stores and Property Trust. Tasks included: Bank Reconciliation, General Ledger Reconciliation and accounting support for each store Responsible for around 40 Chemist Warehouse retail stores and Property Trust. Tasks included: Bank Reconciliation, General Ledger Reconciliation and accounting support for each store
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Clariant
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Switzerland
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Chemical Manufacturing
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700 & Above Employee
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Shipping Assistant
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Feb 2017 - Jun 2017
Responsible for coding of Import, Export and various transportation invoices by providing the correct Cost centre/ Profit centre and General Ledger Account Responsible for coding of Import, Export and various transportation invoices by providing the correct Cost centre/ Profit centre and General Ledger Account
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BDO
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Investment Advice
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Auditing Internship
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Dec 2016 - Feb 2017
Assisted with the Audit Associate in reviewing the Company’s financial records to ensure the validity and legality. Preparation of balance confirmation for bank accounts, accounts receivable and accounts payable as part of the audit process. Assisted with the Audit Associate in reviewing the Company’s financial records to ensure the validity and legality. Preparation of balance confirmation for bank accounts, accounts receivable and accounts payable as part of the audit process.
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Education
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Monash University
Bachelor of Commerce (B.Com.), Accounting and Finance