(Alan)Chi Lun So
Adelaide,SA
Summary
A confident, multi-task and self-motivated tax accountant assistant with good knowledge in Accounting industry with 8 months of accounting firm experience. Good to handle to financials report, tax return, tax knowledge, bookkeeping, accounting software and accounting firm related duties. Other than the basic accounting skills, my Office, negotiating skills and leadership will also help to achieve the objective in the position. I have also experienced on managing new interns, allocating work and review their works before partner. Seeking to utilise all my skill set and practice in this job to contribute to the company too. Currently doing a Graduate diploma of leadership & Management programme in AIBT Adelaide for future development.
Overview
1
1
year of professional experience
Work History
Tax Accounting Assistant
FNM Private Advisory
12.2023 - 08.2024
- Generate End of year financials statement
- Bookkeeping on XERO, MYOB, QuickBooks and Excel
- Fixed assets and basic depreciation
- Generate and lodging Business activity statement, ITR, CTR, PTR including and super guarantee charge statement
- Communicating with ATO(e.g payment plan, penalty remit
- Experienced using tax agent portal
- Tax reconciliation, GST reconciliation
- Bank reconciliation
- Tax advice to client
- Generate tax workbook
- Family tax benefit
- Assist for Capital gain tax event
- Land tax and it's surcharge advice
- TFN/ABN applications
- Registering director ID
- Registering work compensation insurance and business insurance
- Manage, allocate, mentoring and review intern' work and workflow
- Admin work(e.g Interviewing new interns and phone screening)
- Team culture building event
- I was an intern in FNM private advisory for 3 months and got turn into full time after that til now
Education
Master Of Accounting - Accounting
University of Adelaide
Adelaide, SA05.2023
Bachelor Of Economics And Finance - Economics And Finance
University of Keele
UK08.2019
Graduate Diploma Leadership - Business Administration And Management
Adelaide Institute of Business And Technology
AdelaideFoundation - Business
Kings Collage Bournemouth
Bournemouth06.2016
Skills
- Generate end of year financials report on XERO
- XERO, MYOB, QUICKBOOKS
- Proficient on bookkeeping
- Tax advice
- Excellent handle on Business activity statement, different type of tax return(ITR, CTR and PTR) and Rental property
- Experienced with communicating with ATO
- Tax reconciliation
- Bank reconciliation
- Super guarantee charge
- Foreigner investor tax issue
- Proficient handle on tax agent portal
- TFN/ABN application
- Family tax benefit
- Invoicing and Billing
- Good knowledge on land tax and it's surcharge
- Good knowledge on Microsoft Office
- Negotiation skills
- Team management
- Data Processing
- Excellent Communication teamwork and leadership skills
- Fluent in English, Mandarin and Cantonese
Extracurricular Activities
Hong Kong Macau Society President(leader) in University of Adelaide (2021-2022)
-manage multi event(around or over 100people) with third party sponsor and it’s proposal
-leading a co-operation event with official NGO(Multi-cultural society South Australia), Mayor and other society leader in Christmas time.
-manage the financial and transaction of the NGO account
-leading for organisation develop in South Australia
-Speech representing community
Timeline
Tax Accounting Assistant
FNM Private Advisory
12.2023 - 08.2024
Master Of Accounting - Accounting
University of Adelaide
Bachelor Of Economics And Finance - Economics And Finance
University of Keele
Graduate Diploma Leadership - Business Administration And Management
Adelaide Institute of Business And Technology
Foundation - Business
Kings Collage Bournemouth
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