Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Generic

Alice Chung

Bexley

Summary

Twenty years local experience (part-time August 2006 to October 2008; December 2020 to November 2023) in small to mid-tier firms. Knowledgeable Accountant, demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth. Equipped with strong problem-solving abilities, willingness to learn, and exceptional communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organisational objectives with dedication and enthusiasm.

Overview

21
21
years of professional experience

Work History

Accountant

MNSA Financial Services Pty Ltd
04.2024 - Current
  • Supervise junior staff (mainly university students) in drafting individual tax returns; train junior staff in managing business clients' accounting and bookkeeping systems to preparation of annual accounts and income tax returns; train junior staff with processing of self managed superannuation funds.
  • Suggested ways to improve operational efficiencies, generational gap between junior and senior staff members.
  • Assist client staff in managing accounting and bookkeeping systems including payroll processing.
  • Streamlined accounting processes for improved efficiency and reduced errors, implementing new software systems for small business entities.
  • Preparation of general purpose financial statements for AFSL entities.

Accountant

SW Accountants & Advisors Pty Ltd (International Accounting Solutions Pty Ltd)
03.2020 - 11.2023
  • Preparation of tax returns for foreign owned companies, assist with preparation of General Purpose Financial Statements;
  • Outsourcing CFO for foreign owned companies, including preparation of monthly accounts, processing of payroll including related obligations, assist with GST obligations and any other operational tasks as and when required.

Accountant

Financial Decisions Tax & Accounting Pty Ltd
05.2019 - 03.2020
  • Preparation of special purpose financial statements, tax returns and activity statements for sole traders, small to medium proprietary companies, and trusts;
  • Assist clients with Wave and Xero data file maintenance;
  • Preparation of self managed super fund accounts and tax returns for audit.

Accountant

Hajos, Anstee & Associates
10.2013 - 04.2019
  • Preparation of special purpose financial statements and tax returns for high-net-wealth individuals, sole traders, partnerships, small to medium proprietary companies, and trusts;
  • Assist in non for profit organisations audit and ancillary fund accounts preparation for audit;
  • Assist clients with MYOB and Xero data file maintenance, set up CoA and payroll settings, transfer of data from MYOB to Xero and troubleshooting;
  • Oversee junior accounting staff processing of individual tax returns and sole trader bookkeeping and BAS preparation;
  • Assist in setting up administration procedures and office templates for mail merge in Sage Handisoft;
  • Internal point of reference for accounting software namely Sage Handisoft and Xero.

Senior Accountant

Osborne Yuille Accounting and Taxation
06.2012 - 10.2013
  • Take responsibility for a portfolio of clients from retired Tax practitioner with the assistance of Head of Tax & Accounting;
  • Interview clients and collect information when required;
  • Provide advice and address client issues by researching as appropriate under direction of mentor;
  • Preparation of special purpose financial statements and tax returns for sole traders, partnerships, small to medium proprietary companies, and trusts;
  • Processing of self managed superannuation funds on CLASS program;
  • Review of personal tax returns;
  • Ad hoc duties including administrative tasks.

Client Adviser (Unqualified)

Altus Financial Pty Limited (merger of Kidmans & PDY), Sydney
07.2004 - 05.2012
  • Preparation of special purpose financial statements and tax returns for sole traders, partnerships, small to medium proprietary companies, trusts and superannuation funds;
  • Compliance audit of self-managed superannuation funds and the preparation of the required financial statements;
  • Preparation and submission of Business Activity Statements;
  • Assisting clients with maintaining MYOB data files over the phone and at client's premises and attending to queries and any matter in general;
  • Allocating and reviewing work of junior staff;
  • Being an internal point of reference for technical and software queries (Solution 6 & Supercorp);
  • Use of corporate compliance software for the maintenance of corporate governance records.

Undergraduate Accountant

Liu Madden Partners, Sydney
08.2003 - 06.2004
  • Preparation of small company financial statements, tax effect calculations and income tax returns.

Education

Chartered Accountants Program -

The Institute of Chartered Accountants of Australia

Bachelor of Business -

University of Technology, Sydney, Australia
01.2010

Advanced Diploma of Accounting with Distinction -

TAFE, Crows Nest, Australia
01.2005

Skills

  • Accounting and Bookkeeping
  • Access Handisoft
  • Xero for Accounting, Tax, and Practice Manager
  • Quickbooks for Accounting
  • Reckon Payroll
  • Microsoft excel (basic formulas proficiency)

Additional Information

Provisional member of Chartered Accountants Australia & New Zealand, Available upon request.

Timeline

Accountant

MNSA Financial Services Pty Ltd
04.2024 - Current

Accountant

SW Accountants & Advisors Pty Ltd (International Accounting Solutions Pty Ltd)
03.2020 - 11.2023

Accountant

Financial Decisions Tax & Accounting Pty Ltd
05.2019 - 03.2020

Accountant

Hajos, Anstee & Associates
10.2013 - 04.2019

Senior Accountant

Osborne Yuille Accounting and Taxation
06.2012 - 10.2013

Client Adviser (Unqualified)

Altus Financial Pty Limited (merger of Kidmans & PDY), Sydney
07.2004 - 05.2012

Undergraduate Accountant

Liu Madden Partners, Sydney
08.2003 - 06.2004

Advanced Diploma of Accounting with Distinction -

TAFE, Crows Nest, Australia

Chartered Accountants Program -

The Institute of Chartered Accountants of Australia

Bachelor of Business -

University of Technology, Sydney, Australia

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