Daniel Tong
Newcastle
Summary
Accomplished in tax and financial management, demonstrated at H&R Block Tax with expertise in tax return preparation and audit support. Skilled in cash flow management and data entry, I have reorganized accounts payable processes and enhanced audit controls, achieving significant efficiency improvements. My analytical approach and problem-solving skills have consistently driven positive outcomes in complex financial landscapes.
Overview
4
4
years of professional experience
Work History
Training Course
H&R Block Tax
02.2024 - 06.2024
- Requirements for lodging a tax return, Income Statements & PAYG Payment Summaries, Salary, Wages & Allowances, Government Payments, Calculating Tax on Taxable Income, Residency, Bank interest, Dividends
- Tax offsets including SAPTO, LITO, LMITO, Lump Sum A, Beneficiary Tax Offset & Private Health Insurance Tax Offset, Medicare levy, Medicare levy surcharge
- Diminishing Value method, Prime Cost method, Low Value Pool , Balancing Adjustments
- Introduction to Capital Gain Tax, Calculation of capital gains & losses, Cost base & reduced cost base calculations, Building cost write off, CGT & Shares, Main residence exemption, CGT & depreciating assets
- Business v Hobby, Personal services income, Item 15 – Business tax return, Business tax concessions, GST & BAS Business losses
Accounts Payable and Receivable Specialist
Risk Theory
04.2022 - 04.2024
- Produced month-end closing reports and provided actionable suggestions on remittance for quick resolution.
- Investigated daily variances and corrected errors to resolve discrepancies.
- Reached out to vendors and customers to verify information and follow up on client issues.
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
- Oversaw bookkeeping and accounting systems and entered data into systems accurately.
- Reorganized accounts payable processes, decreasing supplier payment delays.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
- Matched purchase orders with invoices and recorded necessary information.
Audit Assitant
KPMG Vietnam
12.2020 - 04.2022
- Worked audit engagements for industries in engineering, manufacturing, non-profit and human resources.
- Performed auditing work in accordance with rigorous auditing standards and principles.
- Assessed financial statements and records.
- Identified various risks and errors to propose corrective action to decision makers.
- Analyzed trends in financial data to investigate fluctuations.
- Recommended changes in internal audit controls.
- Reviewed general ledger transactions to identify errors or irregular entries.
- Followed up to assess and report corrective action completion or progress.
Education
Master of Professional Accounting (Advanced) - Accounting
University of Newcastle
Newcastle, NSW04.2025
Certificate of Completion - Taxation
H&R Block Tax
Newcastle, NSW06.2024
Bachelor of Accounting -
National Economics University
Hanoi, Vietnam05.2021
Skills
- Expense Reporting
- Cash Flow Management
- Bank Reconciliation
- Audit Support
- Invoice Processing
- Payment Processing
- Data Entry
- Tax Return Preparation, GST, FBT, IAS
- Payroll
Additional Information
• Professor Nguyen Thi Phuong Hoa (Ms.), Ph.D., National Economics University
Head of the department – School of Accounting and Auditing (Major: Accounting/Auditing)
Phone: +84 986 111 256
Email: hoanp@neu.edu.vn.
• Hazel Pham (Ms.),
Assistant Manager, Risk Theory, Dallas, Texas, USA
Phone: +84 389 853 900
Email: hpham@risktheory.com
• Bui Thi Thuy Trang (Ms.)
Assistant Manager 2, KPMG Vietnam
Email: trangtbui@kpmg.com.vn.
Timeline
Training Course
H&R Block Tax
02.2024 - 06.2024
Accounts Payable and Receivable Specialist
Risk Theory
04.2022 - 04.2024
Audit Assitant
KPMG Vietnam
12.2020 - 04.2022
Master of Professional Accounting (Advanced) - Accounting
University of Newcastle
Certificate of Completion - Taxation
H&R Block Tax
Bachelor of Accounting -
National Economics University
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