Grace Liang
Quakeres Hill,NSW
Summary
Accomplished Director and Client Manager with a proven track record at FCCAudit and Frost Crane & Co, excelling in strategic planning and people management. Enhanced financial accuracy and client satisfaction through innovative audit strategies and effective communication.
Skilled in financial reporting and operations management, consistently delivering projects that exceed objectives. Detail-oriented Auditor with track record of quickly completing complex audit projects. Experienced in public and private accounting, specializing in financial statement audits. Well-versed in managing entire audit process from planning and risk assessment to fieldwork.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Director, Partner, SMSF Auditor
FCCAudit Pty Ltd
07.2019 - Current
- Provided detailed documentation on audit findings, facilitating swift corrective action when necessary.
- Maintained confidentiality, handling sensitive information discreetly throughout all stages of the audit process.
- Ensured compliance with regulatory requirements by performing regular audits and staying up-to-date on industry standards.
- Streamlined audit processes, improving efficiency and reducing time spent on each audit engagement.
- Planned and executed follow-up audits at appropriate intervals.
- Followed established auditing processes to meet internal and regulatory requirements.
- Developed strong relationships with clients, building trust and ensuring a high level of satisfaction during the audit process.
- Increased internal control effectiveness through diligent evaluation of processes and providing recommendations for improvement.
- Performed observations and evaluated supporting documents to supplement audit findings.
- Conducted risk assessments to determine areas requiring increased focus during subsequent audits.
- Coordinated, managed and implemented auditing projects and prepared for evaluation.
- Planned audits and audit activities to allocate necessary resources and determine consistency of plans with audit objectives.
- Managed multiple concurrent audit engagements, prioritizing tasks to meet deadlines without compromising quality.
- Adapted plans and schedules to meet changing priorities of work objectives, resources and workload demands.
- Interpreted state and federal laws, accepted auditing principles and procedures and program standards to audited materials and data to detect non-compliance and facilitate recommendations.
- Interviewed auditees to gather data needed to conduct audits.
- Enhanced financial accuracy by conducting thorough audits and identifying discrepancies in financial statements.
- Interviewed business owners to understand needs and explain audit scope.
- Ensured the integrity of financial reporting by verifying the accuracy of accounting records and reconciliations.
- Analyzed data and findings to prepare reports detailing financial information.
- Prepared working papers, reports and supporting documentation for audit findings.
- Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
Client Manager
Frost Crane & Co
07.2007 - 06.2019
- Delivered exceptional customer service by proactively anticipating client needs and providing tailored solutions.
- Established trust with clients through consistent follow-up and a commitment to understanding their unique business needs.
- Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
- Maintained detailed records of all client interactions, ensuring accuracy in reporting and facilitating clear communication across teams involved in each project or campaign execution.
- Handled complaints, provided appropriate solutions, and alternatives within appropriate timeframes and followed up to achieve resolution.
- Scheduled and attended meetings with clients and prospective clients as requested.
- Trained new employees on company policies, procedures, and best practices, ensuring seamless integration into the team dynamic.
- Managed a diverse portfolio of clients, ensuring optimal results by tailoring strategies to individual needs.
- Developed strong relationships with clients through regular communication and personalized service for increased loyalty.
- Examined accounts and records and computed tax returns according to prescribed rates, laws and regulations.
- Managed multiple tax projects simultaneously, ensuring deadlines were met and clients were satisfied.
- Conducted thorough reviews of financial records to ensure accuracy in reporting income, deductions, and credits.
- Performed tasks under limited supervision related to income tax compliance such as returns, extensions, forecasts and tax provisions for business sectors and corporate heritage business units.
- Developed strong relationships with clients by maintaining open communication lines and addressing concerns promptly.
- Reduced client tax liabilities through diligent research and application of applicable tax laws.
- Collaborated with team members to identify opportunities for improving client services and tax strategies.
- Assisted clients in understanding complex tax concepts, explaining implications of various financial decisions.
- Stayed up-to-date on ever-changing tax regulations, attending industry conferences and participating in professional development workshops.
- Researched and provided summary memos on technical tax issues at request of partners and clients.
- Assisted colleagues with challenging cases, sharing knowledge and expertise to ensure the best possible outcomes for clients.
- Recorded, classified and summarized financial transactions and events in accordance with accounting principles.
- Kept up to date on current income tax developments and advised clients to make proper adjustments.
- Worked closely with clients to properly fill out tax forms and file tax returns electronically.
- Mentored junior staff members by sharing experience and expertise which improved their overall performance and understanding of complex taxation matters.
- Prepared and documented accurate tax work papers for straightforward to moderately complicated income and franchise tax returns.
Education
Bachelor of Commerce - Accounting -
Macquarie University
North Ryde09.2004
Skills
- Strategic Planning
- Verbal and written communication
- People Management
- Operations Management
- Strategies and goals
- Budget Control
- Budget Management
- Business Planning
- Financial Reporting
Websites
Certification
- IPA - Institute of Public Accountants - Professional Practice Certificate
- SMSF Auditor
Timeline
Director, Partner, SMSF Auditor
FCCAudit Pty Ltd
07.2019 - Current
Client Manager
Frost Crane & Co
07.2007 - 06.2019
Bachelor of Commerce - Accounting -
Macquarie University
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