Assistant Tax Accountant

• Nov 2021 - Present

• Preparing tax returns, payments, paperwork, and reports as needed. • Maintaining good client relationships by engaging with them on a frequent basis. • Liaising with the Australian Taxation Office (ATO) and other regulatory bodies when required • Identifying opportunities for clients and businesses to save money on taxes, file claims, and improve profits. • Having a thorough understanding of tax law and statutory rules • Keeping track of industry trends and changes related to taxes. • Seeking solutions to challenging tax situations by assessing and researching them.

Tax Accountant

• Jun 2022 - Nov 2022

Accountant

• Jun 2021 - Nov 2021

• Prepare individual and sole trader tax returns including areas such as rental properties, CGT, and shares, identify entitled deductions and review client’s legal document. • Assist fellow Tax return reviewer accountants regarding any tax-related issues • Coordinate with Graduate Accountant and Team Leaders to complete daily tasks. and maximizing tax deductions to get the best possible refund. • Liaise with Australian Taxation Office to discuss any discrepancies on client’s return • Utilize ATO tax agent portal and company in-house portals to deal with clients’ tax files and ensure transactions are done correctly. • Direct interaction with client to provide professional tax advice which consolidates customer service skills and confidence in liaising with clients. • Ensure client’s satisfaction and retain client from cancellation by understanding their needs

Graduate Tax Accountant

• Jun 2020 - Nov 2020

• Answer general queries from existing and potential clients via the Live Chat system, emails, and phones • Conduct "live chat" sessions with clients who are part way through their tax return • Ensure their return is accurate and not at risk of an audit from the ATO • Ensure they are getting the best possible refund • Contact existing clients via email and phone when there was extra information needed to complete their return • Check client's tax history and tax refund status using the Australian Tax Office's (ATO) Tax Agent Portal Service • Phone the Australia Tax Office to enquire about the client's refund status when requested

Intern Assistant Accountant

• Aug 2019 - Feb 2020

• Performing day to day financial transactions, including verifying, classifying, computing, posting, and recording accounts receivables and payables’ data • Preparing bills receivable, payable invoices, and bank deposits to maintain a record • Generating aging report detailing accounts receivable and payable status • Completing monthly reconciliations, along with research and follow-through of unreconciled items, for assigned accounts • Performing day to day financial transactions, including verifying, classifying, computing, posting, and recording accounts receivables and payables’ data • Preparing bills receivable, payable invoices, and bank deposits to maintain a record • Generating aging report detailing accounts receivable and payable status • Completing monthly reconciliations, along with research and follow-through of unreconciled items, for assigned accounts

Accounting Intern

• Aug 2016 - Nov 2016

• Maintaining records of financial transactions by establishing accounts and posting transactions • Maintaining historical records by filing invoices • Assisting clients with administrative paperwork and resolve concerns • Maintaining records of financial transactions by establishing accounts and posting transactions • Maintaining historical records by filing invoices • Assisting clients with administrative paperwork and resolve concerns