Bo Wen Lee
Melbourne,Victoria
Summary
As a Graduate Auditor at RSM Australia, I deliver high-quality services to a diverse client base ranging from small businesses to large corporations. Collaborating closely with seasoned professionals, I am continuously supported and mentored in refining both my technical expertise and soft skills, while pursuing my career aspirations. My tenure as a Junior Accountant at KST Partners provided me with valuable experience in preparing company tax returns and financial statements, fostering a keen interest in personal wealth management. Committed to ongoing professional development, I maintain a proactive approach to staying abreast of industry trends and advancements.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Graduate Auditor
RSM Melbourne
Melbourne, Victoria
01.2024 - Current
- Worked in comprehensive audit processes for SME clients and large corporations, covering planning, execution, and identification of audit structure deficiencies.
- Utilized audit software and tools to optimize efficiency and precision in audit processes and documentation.
- Prepared and finalized audit testing in compliance with required accounting and auditing standards, focusing on Financial Reporting Sections such as Cash and Cash equivalents, Accounts Receivable, Accounts Payable, and Expenses.
- Participated in client meetings and presentations to discuss audit findings, recommendations, and areas for improvement.
- Stayed informed of regulatory changes and accounting updates to ensure audit compliance.
- Collaborated with Associates and Seniors on engagements prior to review by managers and partners.
Tax Accountant
KST Partners
Melbourne, Victoria
11.2020 - 12.2023
- Performed tax accounting duties including the preparation of Financial Accounts and Reports for a range of companies, varying in complexity from small food and beverage businesses to construction companies.
- Enhanced efficiency by accurately completing Tax Returns and Business Activity Statements, regularly evaluating progress with KPIs.
- Established and maintained client relationships, offering expert advice and clarifications on taxation and financial matters as a tax accountant at KST Partners.
- Experience in the preparation and application of Victoria Government Funds for clients, specifically during the Covid-19 period.
Education
BBA - Accountancy
RMIT University
Melbourne, VIC11-2020
Some College (No Degree) - Business
Sunway College
03-2017
Skills
- Sampling techniques
- Taxation Knowledge
- Financial Reporting
- Microsoft Office
- Microsoft Excel
- Xero
- Tax planning
Affiliations
- Outside of work, I enjoy a variety of interests including listening to music, cooking and staying updated with popular sitcoms.
Certification
- I am a full member of Chartered Accountants Australia and New Zealand (CAANZ), underscoring my credibility and proficiency in the accounting sector.
Languages
English
Full Professional
Chinese (Mandarin)
Full Professional
Malay
Limited
References
References available upon request.
Timeline
Graduate Auditor
RSM Melbourne
01.2024 - Current
Tax Accountant
KST Partners
11.2020 - 12.2023
BBA - Accountancy
RMIT University
Some College (No Degree) - Business
Sunway College
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