David You
The Rocks,NSW
Summary
- Over 15 years of experiences in professional business services as a Chartered Accountant.
- Born in South Korea, completed senior high school in Indonesia, completed tertiary education and Built up professional career in Perth and living in Sydney Currently.
- Great adaptability to people, process and system within an organization with strong commercial background.
- Exceptional interpersonal and communication skills to manage on-going relationships with stakeholders.
- Driven, passionate and like to collaborate to solve any complex problems.
Overview
15
15
years of professional experience
Work History
Managing Director
The Ark Accounting Corp.
NSW - Current
- Create on a strong and successful foundation by leading, shaping, and delivering the vision, strategy and culture for the firm
- Build and strengthen ongoing international and national relationships across all sectors industry experts, professionals, and leaders
- Drive innovative strategies to ensure new business opportunities are leveraged to achieve growth in a highly competitive sector/industry
- Maintain and enhance operational excellence with a focus on continuous improvement of organizational systems and frameworks
- Provide strategic advice to the clients based on the corporate functions' priorities, performance and challenges
- Develop and improve a strong positive brand for the organization.
Senior Client Manager
In the Picture
07.2022 - 02.2023
- Lead and co-ordinate a team including on-shore staffs and off-shore staffs
- Provide proactive tax advice and compliance solutions and communicate the strategic advice simply to clients in Entertainment and creative industry
- Ensure the financial records are maintained, meeting all compliance standards, policies, and procedures
- Mentor, Coach and support staff members with the firm's compliance standards, policies, and procedures
- Monitor productivity reports, time sheet and other measurements for staff performance on a regular basis
- Experience in identifying, assessing, and addressing the solutions and risks to various clients.
Senior Client Manager
ASV Wadeson
07.2020 - 02.2022
- Manage approximately $1m worth of end-to-end clientele asset portfolio based on organization's accounting and tax strategies
- Acquire prospective clients through providing superb business advisory services to existing client channels and driving new sales opportunities
- Partner with senior management to build efficient work processes and deploy innovative system solutions across the firm
- Consult the large-sized Property Development enterprises and oversee compliance on the areas including exchanges and sales, financing and other required registrations and corporate secretarial processes
- Manage diverse client base from industries such as Manufacturing, Engineering, Hospitality, Property, Medical, professionals and HNIs
- Build influential relationships with a wide variety of the stakeholders, including the external auditors, financiers, legal practitioners, suppliers, and customers.
Manager
Ecovis Clark Jacobs
04.2019 - 05.2020
- Own and manage the overall advice workflow within the adviser practice to maximise efficiency and enhance the client experience
- Manage accounting team within the firm, develop and implement long-term strategic planning and financial modelling for the client base
- Deliver end-to-end bookkeeping, taxation, and accounting services in compliance with laws and regulations and oversee, review quality control in the procedures
- Support medium to large sized client's merger and acquisition activity
- Work closely with the reps from state and national government bodies including ATO, OSR (land tax and payroll tax) on the compliance matters of client's portfolio
Client Services Manager
Chapman Eastway
03.2018 - 05.2019
- Advise high net worth clients -with investment portfolio of + 50m net assets -with all aspects of the advice process, including implementation and management of their portfolio, including tax reporting and consolidated financials
- Maintain the compliance obligations through developing business rapport with various government organisations and bodies including OSR, Austrade, Industry Unions, ATO, and ASIC
- Review and oversee the government incentive programs including EMDG, R&D and payroll tax rebates
- Provide business advisory services including the due diligence on sale of the business, Review of Affairs, involvements of review of other affairs including estates planning, superannuation, and other assets
- Implement voluntary administering processes including calculations of entitlements for the whole staffs, dealing with the debt collecting agency, involving in the sale of non-current assets.
Senior Tax Accountant
Greenwich & Co (Ex Somes Cooke)
07.2015 - 12.2017
- Embed the financial Services risk appetite ensuring appropriate, on-going focus across the company in support of a customer-first, risk aware culture are in place
- Support the senior management with identification and assessment of key operational & compliance, strategic and emerging due diligence Reporting, Data & Analysis
- Prepare General Purpose Financial Reports (GPFR) for one of the Australia's leading explosives manufacturing companies for the potential buyer
- Conduct extensive research on complicated tax matters including Division 7A, UPE issue, debts forgiveness, Capital gains Tax, Estate planning, Margin Scheme, R&D Tax, Various compliance issues with SMSFs.
Intermediate/Senior Tax Accountant
STC Partners
03.2013 - 07.2015
- Prepare annual accounts and income tax returns for multiple-related enterprises in manufacturing, aged care, and medical practices
- Attend meetings with clients and provide clients with business advice and consultations including taxation solutions appropriate for the clients' businesses
- Support Directors and Managers with ongoing compliance work and special projects.
Junior/Intermediate Accountant
Frank Seow/Blyth Partners
03.2009 - 03.2013
- Prepare annual and periodic accounts and income tax returns for various industry clients including Primary producing business
- Contribute to Financial statement preparation for all entity types and sizes
- Prepare the accounts and tax returns for SMSFs and resolve the audit queries from the external SMSF auditors.
Education
Chartered Accountants Program -
Chartered Accountant Australia And New Zealand
01.2014
Bachelor of Business -
Edith Cowan University
01.2008
Jakarta International Korean School
01.2004
Skills
- New Business Launch
- Project Management
- Business Development
- Organizational Development
- Strategic Planning
- Strategic Partnerships
- Corporate Governance
- Client Relationships
- Performance Management
- Budgeting and Forecasting
Activities
- The Member of University of New South Wales States Baseball Team, 2018, Present, Build sportsmanship amongst team members and help my team achieve increase average winning rate for the team I belong to.
- The Member of the Wembley Senior Baseball Team, 2007, 2018, Build sportsmanship amongst team members and help my team achieve increase average winning rate for the team I belong to.
References
- Saul Markunsky, Director, In The Picture
- Nick Plataniotis, Partner, ASV Wadeson
- Alison Lacey, Director, Ecovis Clark Jacobs
Timeline
Senior Client Manager
In the Picture
07.2022 - 02.2023
Senior Client Manager
ASV Wadeson
07.2020 - 02.2022
Manager
Ecovis Clark Jacobs
04.2019 - 05.2020
Client Services Manager
Chapman Eastway
03.2018 - 05.2019
Senior Tax Accountant
Greenwich & Co (Ex Somes Cooke)
07.2015 - 12.2017
Intermediate/Senior Tax Accountant
STC Partners
03.2013 - 07.2015
Junior/Intermediate Accountant
Frank Seow/Blyth Partners
03.2009 - 03.2013
Managing Director
The Ark Accounting Corp.
NSW - Current
Chartered Accountants Program -
Chartered Accountant Australia And New Zealand
Bachelor of Business -
Edith Cowan University
Jakarta International Korean School
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