Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic
Huynh Quoc (Jessy) Phan

Huynh Quoc (Jessy) Phan

Pennington,SA

Summary

I am a motivated, approachable, and results-driven Senior Tax Consultant seeking a role that allows me to contribute meaningfully to an organization’s success while continuing to grow professionally. With a strong interest in taxation, I bring deep expertise in tax law, compliance, and strategic tax planning.

I have a proven track record of navigating complex regulatory environments, optimizing tax outcomes for diverse clients, and ensuring compliance with evolving tax legislation. Known for my analytical mindset, problem-solving ability, and high ethical standards, I thrive in collaborative environments and am adaptable to changing client and business needs.

My strong technical foundation in taxation and accounting, combined with good communication skills and a dedicated work ethic, positions me well to deliver value and drive positive outcomes for both clients and stakeholders.

Overview

10
10
years of professional experience

Work History

Senior Tax Consultant

William Buck
05.2023 - Current
  • Built and maintain strong client relationships through consistent engagement and high-quality service.
  • Collaborate directly with tax partners and managers to deliver strategic, value-added advice across a wide range of tax matters, including cross-border tax advisory to multinational corporations.
  • Prepare Private Binding Rulings and provided technical support on complex tax positions.
  • Prepare Tax Effect Accounting calculations and Consolidated Income Tax Returns for corporate clients.
  • Manage the preparation and/or review of Fringe Benefits Tax (FBT) returns to ensure compliance and accuracy.
  • Prepare quarterly tax updates to keep clients and internal teams informed of legislative changes.
  • Mentor junior team members, providing guidance on technical issues and assisted in delivery of technical tax training.
  • Conduct in-depth research on tax issues impacting client operations, providing well-supported technical advice and submissions.
  • Translate complex tax legislation into clear, actionable guidance tailored to client-specific situations.
  • Perform detailed reviews of client financials to uncover tax-saving opportunities and identify potential tax risks.

Tax Analyst

Pitcher Partners
03.2022 - 04.2023
  • Conducted research on different tax issues and remained up to date on tax law changes.
  • Advised clients and colleagues on complex tax issues by explaining details in understandable terms.
  • Applied tax accounting principles to assist tax partner to prepare tax provisions and tax returns for medium to large entities with turnovers of more than $100M.
  • Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances.

Accountant

LRC Accounting Pty Ltd
12.2017 - 03.2022
  • Prepared Financial Statements and Income Tax Returns for Individuals, Partnerships, Trusts, Companies and Self-Managed Superannuation Funds.
  • Prepared and lodgement of Business Activity Statements (BAS), PAYG Instalments and Withholding tax payment obligations.
  • Initial preparation of responses to ATO notices and information requests from other authorities.
  • Maintained up-to-date knowledge of relevant taxation and other relevant legislation and rulings, assuring continuous compliance.

Tax Help Volunteer

Australian Taxation Office
05.2016 - 11.2017
  • Assisted clients with outstanding tax lodgements and tax debts
  • Liaised with the ATO on a regular basis to obtain clients' personal information and reported to community liaison officers about the Tax Help Program
  • Utilized knowledge of community resources to refer clients to appropriate sources
  • Cultivated relationships and maintained regular communication with social service agencies and community centres
  • Promoted volunteer program in community through social media

Assistant Accountant

K & H Accounting Services Pty Ltd
03.2015 - 05.2016
  • Processed BAS, including co-ordinate and obtain source documents from clients, send letters/invoices to clients
  • Maintained accurate accounts for cash, registered fixed assets and other transactions
  • Company/entity secretarial functions for clients including ASIC/Workcover/Business name registration, Annual company reports, Directors resolutions, ABN/TFN/GST registrations, Trust deeds, new legal entities setup
  • Processed daily office correspondence and banking of office cash receipts and cheque receipts
  • Maintenance of debtor system and monthly issue of debtor statements that are required for the practice. Follow up with outstanding debtors and where required liaise with external debt collecting agents

Education

Certified Practicing Accountant - CPA 9890617

CPA Australia
07-2025

Tax Help Program -

Australian Taxation Office
04.2016

Certificate IV in Business - Professional Year Program

Navitas Professional
03.2016

Bachelor of Commerce - Major in Accounting

University of South Australia
12.2014

Skills

  • Sage Handisoft: HandiTax, HandiLedger
  • Reckon: QuickBooks, Reckon Accounts, Reckon One, APS Practice Management
  • APS Practice Manager and APS Tax Manager
  • MYOB: MYOB Essentials, MYOB AccountRight
  • XERO
  • Cashflow Manager
  • ASIC Regulatory Portal, Tax Agent Portal & Business Portal
  • Share Registry Services
  • Australian Business Register
  • Cleardocs
  • ATO Small Business Superannuation Clearing House
  • BGL 360
  • MS Office: Word, Excel, Powerpoint, Outlook

Languages

English
Full Professional
Vietnamese
Native or Bilingual

Timeline

Senior Tax Consultant

William Buck
05.2023 - Current

Tax Analyst

Pitcher Partners
03.2022 - 04.2023

Accountant

LRC Accounting Pty Ltd
12.2017 - 03.2022

Tax Help Volunteer

Australian Taxation Office
05.2016 - 11.2017

Assistant Accountant

K & H Accounting Services Pty Ltd
03.2015 - 05.2016

Tax Help Program -

Australian Taxation Office

Certificate IV in Business - Professional Year Program

Navitas Professional

Bachelor of Commerce - Major in Accounting

University of South Australia

Certified Practicing Accountant - CPA 9890617

CPA Australia
Huynh Quoc (Jessy) Phan