Allyn Chen
Oakleigh
Summary
Former graduate and a currently client engagement officer at the Australian Taxation Office with experience in tax assurance particularly in the small business sector - with knowledge on GST, income tax and R&D related risks. Demonstrates a sound understanding of tax legislation. Proven ability to apply legislation to complex taxpayer scenarios, conduct evidence-based reviews, and engage with diverse stakeholders to drive voluntary compliance. Holds a Bachelor of Commerce (Economics and Finance) with strong academic performance and a practical, client-focused approach. Committed to upholding the values of integrity, collaboration, and continuous improvement within the Australian Public Service.
Overview
5
5
years of professional experience
Work History
Client Engagement Officer
Australian Tax Office
Melbourne
02.2024 - Current
- Graduate Rotation 1 – Private Wealth Phoenix and Evasions:
- Assessed PAYGW risk cases, identifying employers that fail to meet withholding obligations.
- Conducted profiling on large private wealth entities and groups to detect phoenix behaviour in high-risk industries and large business groups.
- Applied legislative frameworks and tax policy to assess compliance, mitigate risks, and support enforcement action.
- Graduate Rotation 2 and current team - Small Business Complex Arrangements Assurance
- Conducted compliance reviews on complex GST property cases involving margin scheme and taxable supplies.
- Worked on Level Playing Field (LPF) cases targeting shadow economy activity, with a focus on omitted income and high-risk business behaviours in the small business sector.
- Developed risk hypotheses, gathered and assessed evidence, and applied relevant legislation to taxpayer circumstances to form conclusions.
- Currently working on an R&D Tax Incentive cases on incorrectly claimed R&D tax offsets
- Analysis of R&D project documentation and evidence along with financial statements and reports to determine eligibility of claimed activities under Division 355 of the ITAA 1997.
- Engagement with tax agents and taxpayers to support high-quality decision-making and taxpayer education.
- Strengthened practical knowledge in tax law interpretation, legislative application, and client engagement strategies.
Motor Vehicle Insurance Underwriter
Shannons
Melbourne
07.2023 - 01.2024
- Provided tailored advice to clients on specialist motor vehicle insurance products.
- Assessed risk profiles for clients with modified vehicles and classic cars and provided solutions to meet customer needs.
- Demonstrated strong customer service and communication skills in a fast-paced environment.
- Delivered high-quality service through expert product knowledge and communication.
Nightfill Manager
Coles
Melbourne
03.2020 - 07.2023
- Led a team of 20 plus staff, coordinated delivery logistics, and ensured stock accuracy and compliance.
- Prioritised customer needs and maintained high store standards under tight deadlines.
- Developed skills in leadership, time management, and operational efficiency.
Tutor
KIS Academics
Melbourne
02.2020 - 11.2020
- Tutored VCE students in Further Mathematics, helping them prepare for SACs and final exams.
- Created a structured, encouraging learning environment tailored to individual student needs.
Education
Bachelor of Commerce - Finance And Economics
University of Melbourne
Melbourne12-2022
High School Diploma -
Melbourne High School
Melbourne12-2019
Skills
- Tax and superannuation legislation (GST, PAYGW, R&D Tax Incentive)
- Case auditing and risk assessment
- Analysis of financial statements and reports
- Stakeholder communication and client service
- Analytical tools (R Studio, Excel), data interpretation
- Leadership and team management
- Bilingual in English and Chinese
Affiliations
- ESSA Economics Case Competition (2020): Developed post-COVID budget policies focused on sustainable growth.
- Credit Suisse Investment Challenge (2021): Built a diversified, low-risk portfolio.
- Equity Investment Society (2022): University club that conducted equity research and company valuations using ASX-listed data.
Timeline
Client Engagement Officer
Australian Tax Office
02.2024 - Current
Motor Vehicle Insurance Underwriter
Shannons
07.2023 - 01.2024
Nightfill Manager
Coles
03.2020 - 07.2023
Tutor
KIS Academics
02.2020 - 11.2020
Bachelor of Commerce - Finance And Economics
University of Melbourne
High School Diploma -
Melbourne High School
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