Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
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Amy Nguyen

Amy Nguyen

Strathfield,NSW

Summary

Motivated Tax Accountant promoting more than 3+ years of expertise in monitoring federal and state tax laws and changes. Action-oriented individual with experience assisting with audits. Team-player and tax expert with dynamic analysis and process improvement talents. Intermediate Tax Accountant prepares and documents Bas and annual individual, business and SMSFs tax returns for timely filing and payment. Proficient in MYOB, Xero, Handisoft, Quickbooks, and etc. with knowledge of accounting principles, practices and financial reporting. Initiates ideas and recommends and proposes implementation plans to streamline tax processes and procedures.

Organized financial professional aiming to fulfill Personal Banker role within dynamic team. Driven to bring value through extended knowledge of financial products, services and branch operations.

Top-performing professional with substantial experience in banking and finance. Dedicated to establishing long-term relations with customers to demonstrate trust and decrease account closure rates. Adept at understanding customer needs to recommend appropriate banking products.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Personal Banker

National Australian Bank
08.2024 - Current
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Consistently exceeded KPIs through a proactive and resilient approach, even in challenging and resource-constrained environments.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
  • Processed deposits, withdrawals and ACH transfers accurately.
  • Followed up with customers to gather feedback and provide additional assistance.
  • Cross-sold bank products and services to meet customer needs and provide options.
  • Backed up teller team by handling needs of new and existing customers at main counter.
  • Assisted customers with prompt and polite support in-person and via telephone.
  • Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
  • Worked effectively in fast-paced environments.
  • Excellent communication skills, both verbal and written.
  • Self-motivated, with a strong sense of personal responsibility.
  • Maintaining good network within colleagues and customers.


Accountant / Account Manager

Stantins
02.2024 - Current
  • Accountant
  • Proficient in accounting software such as APS, QuickBooks, Xero and MYOB
  • Strong understanding of financials reporting standards.
  • Strong analytical skills with the ability to interpret complex tax legislation and rulings
  • Excellent communication and interpersonal skills, with the ability to explain tax concepts clearly to clients
  • Conducted tax research and analysis to stay current on changes in tax legislation and rulings, advising clients on tax implications and opportunities
  • Managed tax audits and disputes with the Australian Taxation Office (ATO), representing clients and resolving issues effectively
  • Developed and executed marketing campaigns, leading to a 20% increase in foot traffic and sales.
  • Interview and recruit staff and casual staff on demand.

Accountant

AJAKA & CO
09.2019 - 11.2023
  • Autonomous full function accounting, payroll and financial reporting -ASIC and ATO statutory deadline compliance BAS, FBT and taxes -Manage IT infrastructure and implement best practice solutions -Preparation of Financial Statements and Tax Returns for Companies
  • Preparation of BASEs and ATO compliance documents as required for Trusts, Partnership, SMSFs and individuals
  • Expertise in SMSF. Looking after all of SMSF clients in the practice
  • Liasing with ATO, negotiating payment plans, remissions of interest and penalties for clients. Established great relationship with any related parties.
  • Performing bookkeeping, checking conciliation on MYOB and Xero for clients to prepare BASEs every quarter
  • Attending to clients, basic administration skills, manage office overall.
  • Managed over 50 customer calls per day

Education

Bachelor - Accounting

Swinburne University of Technology
Melbourne, VIC

Skills

  • Inventory Assessment
  • Payroll Management
  • Processing Checks and Invoices
  • Efficiently preparing accounts, tax returns and financial statements
  • Strong knowledge of Australian tax legislation and compliance requirements
  • Excellent reputation for meeting deadlines, resolving accounting problems and negotiating with the ATO
  • Banking
  • Upselling
  • Sales expertise
  • Relationship management
  • Cash handling
  • Sales strategy
  • Attention to detail
  • Positive attitude

Accomplishments

  • Achieved HIGH KPIs through effectively helping with connection calls.
  • Achieved Nab appreciation by being a customer obsessed with accuracy and efficiency.
  • Achieved double grow referrals through effectively helping with customers at telling transactions

Certification

CPA - ongoing

Languages

English
Professional Working
Vietnamese
Professional Working

Timeline

Personal Banker

National Australian Bank
08.2024 - Current

Accountant / Account Manager

Stantins
02.2024 - Current

Accountant

AJAKA & CO
09.2019 - 11.2023

Bachelor - Accounting

Swinburne University of Technology
Amy Nguyen