Celia Xu
Treeby,WA
Summary
Experienced tax accountant with over 4 years in public practice, adept at preparing and reviewing tax returns, ensuring compliance with regulations, and providing tax planning. Proficient in managing SMSFs and coordinating audit processes. Completed CPA program, demonstrating expertise in accounting principles and practices. Attention to detail, and ability to communicate effectively with clients and team members. Proven track record of enhancing operational efficiency and mentoring junior staff. Committed to delivering high-quality clinet services and contributing to the success of clients and the organization.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Intermediate Accountant
Trove Advisory Group
04.2022 - Current
- Preparing and reviewing financials and tax returns for individuals, companies, trusts.
- Managing SMSF accounts ensures compliance, and liaises with external auditors.
- Reconciling tax accounts to prevent discrepancies and meet deadline for lodgement.
- Mentoring and training junior accountants, reviewing their work for accuracy, and providing guidance on complex tax issues.
- Providing tax planning and business advisory to clients.
Tax Accountant
Accountants Direct Pty Ltd
12.2018 - 02.2022
- Preparing and reviewing tax returns for individuals, companies, trusts.
- Conducting bank reconciliations, input journal entries by using Xero, Quickbooks.
- Liaise with ATO, ensure compliance, and handle tax-related queries.
- Prepare GST reconciliation, lodge BAS or IAS.
Education
Bachelor of Commerce - Accounting And Business Management
University of Western Australia
Crawley WA03.2018
Skills
- Proficiency at preparing tax returns for individuals, partnerships, trusts and companies
- Utilising a wide range of software including MYOB(AR and AE), Xero, BGL360 and Quickbooks
- Ability to analyze financial data and identify tax implications
- Excellent team collaboration and cultural fit
- Providing accurate advice and support to clients
Certification
- CPA Australia
- Corporation and Trust Laws by Applied Education
Languages
English
Full Professional
Chinese (Mandarin)
Native or Bilingual
Timeline
Intermediate Accountant
Trove Advisory Group
04.2022 - Current
Tax Accountant
Accountants Direct Pty Ltd
12.2018 - 02.2022
Bachelor of Commerce - Accounting And Business Management
University of Western Australia
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