Jie Ling Ang
Yokine,WA
Summary
A driven and dedicated accountant with years of experience in tax and accounting processing. Working closely and directly with the principal of the accounting practice and the finance broker to offer a holistic service to customers in tax and finance aspects. A strong team member with the ability to work independently, as well as within a group.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Finance Broker
Aussie Home Loans (Fremantle)
Fremantle, WA
04.2024 - Current
- Advised clients on mortgage options and financing strategies, enhancing their financial outcomes.
- Established relationships with lenders to secure competitive rates, benefiting clients' financing options.
- Collaborated with lenders to facilitate loan applications and approvals.
- Managed client portfolios and assessed financial needs, delivering tailored financial solutions.
- Developed financial plans that align with client goals and risk tolerance.
- Reviewed customer circumstances to ensure the customer is getting the best products in the market.
Accountant
Success Tax Professionals (Yangebup, South Lake and Cloverdale)
Yangebup, WA
10.2018 - Current
- Reviewed and prepared tax returns for individuals, partnerships, trusts, and self-managed super funds.
- Prepared monthly and quarterly activity statements for clients, ensuring compliance with regulatory standards.
- Liaised with Commissioner of Taxation on behalf of clients, addressing tax-related queries to facilitate timely resolutions.
- Provided financial advice on taxation strategies, business structures, and planning for clients.
- Analyzed account information to reconcile financial discrepancies effectively.
- Managed payroll processing, Single Touch Payroll, and client accounts receivable/payable.
- Supervised junior staff, overseeing bookkeeping, data entry, and bank reconciliation to maintain accuracy in financial records.
- Delegated specific tasks to junior staff to improve workflow efficiency. to enhance team productivity.
- Delivered superior level of customer service to small business clients.
Assistant Accountant
Right Tax Pty Ltd
Maddington, WA
03.2018 - 10.2018
- Perform bookkeeping, bank reconciliation, and filing of tax documents.
- Supported the manager in tax return preparation, ensuring compliance and accuracy.
- Collaborated with the accountant to verify data and maintain the accuracy of year-end financial statements.
- Streamlined payroll information and processing for timely employee payments.
- Managed reception duties and supported office administration tasks.
Education
Bachelor of Commerce - Accounting And Finance
University of Western Australia
Perth, WA10-2018
CPA Australia
AustraliaSkills
- Client-facing and meeting
- Tax preparation and strategy
- Financial preparation, analysis, and planning
- Payroll administration, single touch payroll processing
- Account reconciliation and bookkeeping
- Xero certified advisor
- Experienced in using MYOB, QuickBooks Online, Handisoft, and Recon
- Client relationship management
- Team leadership
- Attention to detail
- Ability to work in a team and under pressure
Certification
Mortgage Broker
Languages
Chinese (Mandarin)
Professional
Malay
Professional
Timeline
Finance Broker
Aussie Home Loans (Fremantle)
04.2024 - Current
Accountant
Success Tax Professionals (Yangebup, South Lake and Cloverdale)
10.2018 - Current
Assistant Accountant
Right Tax Pty Ltd
03.2018 - 10.2018
Bachelor of Commerce - Accounting And Finance
University of Western Australia
CPA Australia