Amy Chen

Fixed Assets Management

• Registered fixed assets and managed depreciation.
• Collected invoices, checked clearing accounts, and reconciled fixed assets.

Month-End Processes

• Prepared month-end journals and trial balances.
• Reconciled balance sheets and analyzed variances.
• Lodged BAS returns.

Financial Reporting & Analysis

• Updated foreign currency rates and analyzed gains/losses.
• Processed inter-company transactions and assisted with P&L analysis.
• Supported audits.

Tax Management

• Adjusted general ledger accounts and reconciled income tax.
• Managed deferred tax assets/liabilities and improved tax return processes.
• Developed Excel tool reducing asset reconciliation time from 4 hours to 10 minutes.
• Created cash flow forecast spreadsheet for smooth financial management.
• Implemented petty cash tracking system for easier expense management.

Tax Quality Leadership

• Provided expert guidance and support to engagement teams on Tax Quality matters.
• Coordinated with Legal, Learning & Development (L&D), Risk Management, and IT departments across China/HK offices for Tax Quality initiatives.
• Played pivotal role in implementing global Tax Quality policies and tailored them to local requirements.

Communication and Compliance

• Prepared and disseminated regular Tax Quality alerts, updates, and publications to ensure awareness and compliance.
• Conducted and participated in internal quality reviews to uphold high standards and identify improvement areas.

Data Management and Training

• Managed comprehensive Tax Quality databases to track compliance metrics, trends, and improvements.
• Developed and delivered training sessions on Tax Quality policies and procedures to enhance compliance and efficiency.

Client and Regulatory Interaction

• Acted as primary point of contact for Tax Quality queries, providing timely resolutions and recommendations.
• Collaborated with external auditors and regulatory authorities to ensure Tax Quality standards were consistently met and exceeded.

Financial Insights and Strategy

• Developed financial insights to drive performance and informed decision-making.
• Identified financial opportunities and devised strategies to optimize business outcomes.

Leadership and Compliance

• Championed high-performance culture and coached teams in financial reporting.
• Ensured compliance with legal and regulatory requirements, supporting corporate governance.

Financial Reporting and Management

• Managed tax compliance and oversaw Accounts Receivable and Accounts Payable.
• Implemented process improvements to enhance business efficiency and cost effectiveness.
• Enhanced financial performance through strategic initiatives.
• Implemented governance systems improving regulatory compliance.
• Optimized tax compliance and financial operations.

Tax Compliance (Clients: Starbucks, Blackstone, etc.)

• Prepared tax returns and ensured compliance with tax laws.
• Conducted tax research and compiled internal documentation.
• Attended meetings with tax authorities to ensure regulatory compliance.
• Maintained client relationships through effective communication.

Tax Health Check & Due Diligence (Clients: Ctrip, Blackstone, etc.)

• Evaluated compliance with PRC tax laws and company policies.
• Collected and reviewed financial data during on-site visits.
• Reported on tax compliance status and identified key risks.

Financial Subsidy (Clients: Darling, Gensler, etc.)

• Reviewed financial forecasts and developed negotiation strategies.
• Assisted in preparing business cases and subsidy applications.
• Maintained relationships with government entities.

Company Restructuring (Clients: Coca-Cola, Metaps, etc.)

• Collected documents for group restructuring.
• Analyzed restructuring proposals and provided recommendations.

Accounting Projects (Clients: UGG, Bunbartha, etc.)

• Managed tax compliance and financial reporting.
• Oversaw Accounts Receivable and Payable.
• Improved business processes and ensured regulatory adherence.
• Collaborated with audit teams and regulatory bodies.

Fixed Assets Management

• Registered fixed assets and managed depreciation.
• Collected invoices and checked clearing accounts.
• Transferred assets, recorded additions/disposals, and ran depreciation.
• Reconciled fixed assets and clearing accounts.

Month-End Processes

• Prepared month-end journals and trial balances.
• Reconciled balance sheets and analyzed variances.
• Lodged BAS returns.

Financial Reporting & Analysis

• Updated foreign currency rates and analyzed gains/losses.
• Processed inter-company transactions and assisted with P&L analysis.
• Supported audits.

Tax Management

• Adjusted general ledger accounts and reconciled income tax.
• Managed deferred tax assets/liabilities and improved tax return processes.