Summary
Overview
Work History
Education
Skills
Timeline
Generic

Chris Nguyen

Sydney,NSW

Summary

Experienced tax accountant with a strong background in public practice. Adept at managing a diverse portfolio of clients and ensuring tax compliance and adherence to accounting standards.


Demonstrates exceptional skills in tax planning and financial analysis, consistently delivering accurate and insightful recommendations.


Passionate about automation and technology, continuously seeking innovative solutions to streamline processes and enhance efficiency.

Overview

10
10
years of professional experience

Work History

Client Manager

Kelly Partners Charted Accountant
08.2020 - Current


  • Delivering exceptional customer service by proactively assisting clients in accounting & tax compliance, tax planning and advisory needs.
  • Managing client list and organising workflow for the team and assist team members to reach their KPIs;
  • Processing and reviewing financial statements, tax returns and other areas of tax compliance including Business Activity Statements (BAS), Fringe Benefits Tax (FBT), Payroll Tax, Workers Compensation, Long Service Leave
  • Experience in key areas including Goods and Services Tax (GST), Capital Gains, Div7A, R&D Government Incentives
  • In depth knowledge of different business structures including companies, trusts, partnerships, SMSFs and individuals including sole trader businesses.
  • Collaborating with team members to identify opportunities for improving client services and tax strategies.
  • Streamlining and automating processes for increased efficiency in preparing accounting tasks and tax returns


Assistant Accountant

EndureGo Tax
02.2019 - 07.2020
  • Processing end of month journal entries and reconciling bank accounts, including identifying timing differences and resolving erroneous items;
  • Reconciling monthly, quarterly and annually balance sheet;
  • Reparing financial statements and management reports for presentation to client, boards of directors, management, shareholders and governing and statutory bodies
  • Preparing tax returns for entities (including Company, Trust and SMSF) and individuals;
  • Monitoring tax and accounting deadlines and ensure that required work is expedited and is complete, accurate, valid and finished on a timely basis.
  • Liaising with different stakeholders including the Australian Taxation Office (ATO), Australian Securities and Investments Commission (ASIC) and other relevant institutions;
  • Maintaining accounting systems, application of computer-based and cloud-based accounting systems, including MYOB, Xero, Quickbooks and Tax Assistant.

Account Officer

ASTA Services
04.2016 - 06.2017
  • performing bookkeeping tasks, which include sorting receipts, data entry by using Excel and accounting softwares (Xero, Quickbooks and MYOB)
  • processing journal entries and reconcile bank account with cashbook to ensure accurate records;
  • assisting to prepare BAS, Tax return of company, sole trader and partnership;
  • assisting to prepare individual tax returns for a diverse portfolio of 300 clients;
  • liaising with ATO/ ASIC to register companies, PAYG and GST for clients.

Receptionist/ Auditor

Accor Hotels
09.2014 - 02.2016
  • being responsible for reconciling and closing out daily hotel financial activities
  • providing efficient services for guest’s registration and departure.
  • attending to all incoming calls and assist with ad-hoc administration.

Education

No Degree - Business Intelligence And Data Analytics Cert

Macquarie University
Sydney, NSW
12.2024

Registered Tax Agent Course -

Applied Education
07.2020

Professional Year (Accounting) -

Australia Technical and Management College
12.2019

Bachelor of Business and Commerce (Accounting) -

University of Western Sydney/ King Of Institute
12.2018

Diploma in Business and Management -

TAFE Institute of NSW
12.2013

Higher School Certificate -

Macquarie Grammar School
12.2011

Skills

  • Teamwork and Collaboration
  • Accounting and Tax Technical Skills
  • Problem-Solving
  • Data Analytics
  • Accounting software proficiency

Timeline

Client Manager

Kelly Partners Charted Accountant
08.2020 - Current

Assistant Accountant

EndureGo Tax
02.2019 - 07.2020

Account Officer

ASTA Services
04.2016 - 06.2017

Receptionist/ Auditor

Accor Hotels
09.2014 - 02.2016

Professional Year (Accounting) -

Australia Technical and Management College

Bachelor of Business and Commerce (Accounting) -

University of Western Sydney/ King Of Institute

Diploma in Business and Management -

TAFE Institute of NSW

Higher School Certificate -

Macquarie Grammar School

No Degree - Business Intelligence And Data Analytics Cert

Macquarie University

Registered Tax Agent Course -

Applied Education
Chris Nguyen