Bio
Credentials
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SAP ERP Essential Training
LinkedInMar, 2023- Apr, 2026
Experience
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Trident Financial Group
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Melbourne, Australia
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Accountant
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Aug 2018 - May 2022
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Melbourne, Australia
Accounting: - Reviewing of bookkeeping key accounts and financial statements - Preparation of management reports and financial statement analysis - Preparation of financial reports and income tax returns for a wide range of clients - Providing clients with general accounting, tax advice and ad hoc services as needed from time to time - Introducing and maintaining accounting systems, and advising on the selection and application of accounting systems - Support of internal and external audits when requiredTeam Work: - Conducting day-to-day operations, internal communication and coordination of the team - Assisting in the preparation of department review and approval - Responsible for managing overseas staff teams, conducting training for new staff - Assisting in studies relating to technical or business analysisClient Relationships: - Maintain key relationships to develop clients with their accounting needsCompliance: - Preparation of various other regulatory requirements and liaising with related regulatory bodies when required - Complying with federal, state and local financial requirements by studying existing and new legislation, enforcing compliances, and advising management on required actions - Advicing and engaging in the application process for COVID-19 government grants and support programTax: - Preparation of tax planning and year-end reviews for a variety of clients - Recommending tax strategies based on clients' business objectives and operating status - Preparation of business activity statements for a wide range of clientsOthers: - Maintaining and improving accounting and tax expertise by participating in the Chartered Accountants ANZ program
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Education
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2018 - 2021Chartered Accountants Australia and New Zealand
Diploma, Merit in Taxation (Australia) -
2016 - 2018Monash University
Master's degree, Accounting -
2014 - 2015JAMK University of Applied Sciences
Exchange, International Business -
2012 - 2016Beijing Language and Culture University
Bachelor's degree, Accounting
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Industry Focus. “Financial Services”
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