Experience

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  Harris Black Chartered Accountants and Advisors

  • Brisbane, Queensland, Australia

  • Administrative Assistant

    • Mar 2024 - Present
    • Brisbane, Queensland, Australia

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  The Practice

  • Victoria, Australia

  • Client Services Officer

    • Jan 2023 - Mar 2024
    • Victoria, Australia

    • Manages Xero File Set up, Xero Subscription & Xero Access • Creates Xero/Fee engagements • Processes ASIC Annual Reviews and all ASIC Forms (change of address, share transfer, name change, deregistration, incorporation, unit transfer and etc) via CAS 360• Processes Company Incorporation & Trusts establishments via ACIS • Administers Financial Statements, Tax Returns, BAS, & FBTs final collation and lodgment • Sets tax returns, IAS/BAS and FBT lodgments • Sets up new entities ASIC Portal or BGL/CAS • Processes new client setup in Xero and BGL/CAS• Creates Job codes and job invoices via XPM • Manages Clients’ general queries and concern via email and phonecall

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  Prosperity Advisers Group

  • Brisbane, Queensland, Australia

  • Client Service Administrator

    • Jun 2019 - Jan 2023
    • Brisbane, Queensland, Australia

    • Administers tax return/financial, and BAS/IAS preparation and lodgment• Manages emails and requests of clients • Maintains correct data from ATO Portal and provides monthly ATO status report• Sets tax returns, IAS/BAS and FBT lodgments • Processes new client setup in Ifirm, Xero, and ASIC• Maintains accuracy of data in FYI Documents and Xero Practice Manager • Prepares ASIC forms and invoices via Now Infinity• Operates creating job codes, work in progress, and job cleanup• Creates job fees and preparing invoices for services rendered for clients via Xero• Generates monthly tax return and activity statements report• Assists in flight, accommodation and travel arrangements for directors

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  Femia Accountants | Accountants Perth

  • Client Service Administrator

    • Aug 2016 - Feb 2018

    Managed clients’ tax returns and financial status• Updates clients’ data • Managed emails from clients • Monitored lodgments’ due dates and returns, IAS/BAS, FBT• Processed new client setup and client exit • Maintained accuracy of data in iFirm, practice manager and Xero.• Provided monthly ATO status report• Prepared ASIC forms via Now Infinity

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  Shijiazhuang Information Engineering Vocational College

  • Shijiazhuang, Hebei, China

  • Foreign Language Teacher

    • May 2013 - Jun 2016
    • Shijiazhuang, Hebei, China

    Developed syllabus used in classroom teaching• Taught IELTS International English Language Testing System classes for aspiring foreign students • Improved students’ writing and reading skills through rigid training and practice• Practiced students’ oral English through conversational activities • Improved students’ listening proficiency and comprehensive skills

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  Philippine Cultural College

  • Assistant to the Vice President

    • 2011 - 2013

    Managed administrative affairs of the vice president• Coordinated the dissemination of relevant information to the members of the organization and other associated organizations.• Screened incoming calls• Composed, proofread, and formatted all correspondence prepared for the vice president’s signature• Processed all incoming correspondence received in the office of the vice president• Handled confidential information with discretion• Prepared minutes of the meetings• Served as a liaison officer between departments, affiliate institutions, and government offices• Prepared materials and documents needed in the vice president’s office• Screened academic and non-academic applicants