Peter Pu

Senior Accountant at Matthews Steer Accountants and Advisors
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Greater Melbourne Area, US
Languages
  • English -
  • Chinese Mandarin Native or bilingual proficiency

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • Australia
    • Accounting
    • 1 - 100 Employee
    • Senior Accountant
      • Jul 2022 - Present

    • Senior Accountant
      • Jul 2022 - Present

    • Intermediate Accountant
      • Aug 2021 - Jun 2022

    • Assistant Accountant
      • Oct 2019 - Aug 2021

      ATO lodgment preparations, including IAS, BAS, Super Guarantee charge(SGC), Taxable payment annual report (TPAR), and tax returns for company, trust, partnership, individualsYear end tax planning, capital gains taxManage 20 clients, 26 entities as some clients have multiple entities up to 3Bank reconciliations, payroll and super, accounts review and general journal adjustmentsClient engagement - weekly catch up with clients to discuss their accounts, delivering excellent and timely resultsLiaise with the ATO on behalf of the client

    • Account Administrator
      • Apr 2017 - Oct 2019

      Prepare financial reports and company tax returns, bookkeepingLodge quarterly BAS reporting through ATO business portalReconciliation including bank, credit card and general ledgeMonthly payroll and superAccounts receivable including invoices chasing, customer reconciliation, resolving queriesAccounts payable including invoices processing, supplier reconciliation Prepare financial reports and company tax returns, bookkeepingLodge quarterly BAS reporting through ATO business portalReconciliation including bank, credit card and general ledgeMonthly payroll and superAccounts receivable including invoices chasing, customer reconciliation, resolving queriesAccounts payable including invoices processing, supplier reconciliation

    • Account Administrator
      • Nov 2014 - Apr 2017

      Accounts payable, invoice processing and reconciliation, maintaining good relationshipsAccounts receivables, resolving clients queries, issuing credit notes and refunds, settling disputes and complaintsWeekly payroll, quarterly super through ATO super clearing HousePrepare quarterly BAS for external accountants Accounts payable, invoice processing and reconciliation, maintaining good relationshipsAccounts receivables, resolving clients queries, issuing credit notes and refunds, settling disputes and complaintsWeekly payroll, quarterly super through ATO super clearing HousePrepare quarterly BAS for external accountants

    • Australia
    • Furniture and Home Furnishings Manufacturing
    • 1 - 100 Employee
    • Warehouse operator
      • Feb 2012 - Jul 2014

      Handle paperwork, picking slip, purchase orderPerform accurate picking given by purchase orders Maintain a sufficient stock level Customer service Handle paperwork, picking slip, purchase orderPerform accurate picking given by purchase orders Maintain a sufficient stock level Customer service

    • Assistant Accountant
      • Jul 2011 - Dec 2011

      Perform accurate data entry to ensure all the work is up to datePrepare document minutes for companies where there are changes to companiesPerform monthly bookkeeping, bank reconciliationAssist with the preparation of quarterly BAS reportingAssist with the preparation of the end of year financial reportingAssist with individual and company tax returns Perform accurate data entry to ensure all the work is up to datePrepare document minutes for companies where there are changes to companiesPerform monthly bookkeeping, bank reconciliationAssist with the preparation of quarterly BAS reportingAssist with the preparation of the end of year financial reportingAssist with individual and company tax returns

Education

  • CPA Australia
    2012 - 2018
  • University of Sydney
    Bachelor of Commerce (B.Com.), Accounting and Finance
    2008 - 2011

Community

You need to have a working account to view this content. Click here to join now