Helen Tan

- Collaborate with a team of six, along with one data entry specialist and two business partners, to ensure accurate and timely tax compliance for clients.

- Interpret new laws, budgets, and legislation, facilitating a clear understanding of their implications for client services.

- Maintain a strong focus on client engagement, ensuring fair and equitable service by actively addressing unique client needs and concerns.

- Assist in preparing audit reports and financial statements, utilizing attention to detail to uphold standards.

- Train new team members and interns, fostering an environment of knowledge sharing and professional development.

• Assisted in determining clients' tax needs and ensuring adherence to relevant legislation and policies.
• Collaborated closely with clients to accurately complete tax forms and file returns electronically while maintaining strict confidentiality.
• Calculated payroll, PAYG withholding, and superannuation contributions, proactively identifying maximum deductions and credits to benefit clients.
• Documented client communications effectively, contributing to overall client satisfaction by addressing inquiries promptly.

• Liaised with clients and third parties to gather essential financial information, ensuring accuracy in account reconciliation and auditing processes.
• Developed templates to enhance data recording and auditing procedures, significantly improving team efficiency and productivity.
• Maintained high standards of client service and addressed discrepancies, ensuring accounts were audit-ready.

• Managed administrative tasks, including answering phones, greeting visitors, and handling mail, to ensure smooth office operations.
• Supported accountants by preparing memos and submitting sensitive applications and documentation while upholding confidentiality.
• Enhanced customer service through effective communication and strong interpersonal skills.