Kate Nguyen
Perth,WA
Summary
Highly accomplished Tax Accountant with over 2.5 years experience in providing comprehensive tax compliance and advisory services to diverse clients. Possessing a strong foundation in accounting principles and taxation laws, with a proven track record of delivering strategic solutions to complex tax challenges. Adept at building and nurturing client relationships, collaborating effectively within multidisciplinary teams, and staying abreast of regulatory changes to ensure compliance and maximise financial outcomes.
Overview
3
3
years of professional experience
Work History
Tax Accountant
Munro's Accountants And Business Advisors
08.2021 - Current
- Prepared financial statements and income tax returns for individuals, businesses, trusts, estates and self-managed superannuation funds.
- Prepared Business Activity Statements and Instalment Activity Statements for clients throughout the financial year.
- Highly experienced in using QuickBooks, Xero, MYOB Software Products such as MYOB Accountants Enterprise, MYOB Essential, MYOB Accountant Office and MYOB AccountRights.
- Collaborated with team members to identify opportunities for improving client services and tax strategies.
- Improved internal processes by contributing to develop standard work-papers templates and procedures.
- Researched and provided summary memos on technical tax issues at request of partners and clients.
- Providing sound advice and effective solutions to client in order to maximise tax outcome.
- Reduced client tax liabilities through diligent research and application of applicable tax laws.
- Provided guidance on strategic tax planning initiatives that resulted in significant savings for both individual taxpayers and businesses.
- Gained strong leadership skills by managing tax projects from start to finish.
- Applied effective time management skills to meet tight deadlines for multiple tax projects and delivered professional services within a given timeframe.
- Performed analysis on inventory, accounts receivable and accounts payable balance sheet accounts.
- Assisted clients in understanding complex tax concepts, explaining implications of various financial decisions.
Tax Intern
Whytes Chartered Accountants
12.2020 - 06.2021
- Assisted in preparing financial statements and income tax returns, ensuring timely delivery of the tax return to clients for review and subsequently monitor of tax return lodgement.
- Streamlined tax processes by documenting and maintaining organised client files.
- Worked closely with team members to complete tasks efficiently under tight due date during peak periods.
- Provided assistance with preparing payroll tax calculation and submission, and other compliance works as needed throughout the internship experience.
- Participated in continuing professional development programs to keep abreast of regulatory tax alerts and stay on top of industry trends.
- Prepared tax returns for individuals.
- Contributed to successful client engagements by providing reliable support during busy season.
- Prepared work-papers, reconciliations, and schedules for efficient review by supervisors or managers.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Gained extensive knowledge in data entry, analysis and reporting.
Education
Bachelor of Commerce - Accounting And Finance
Curtin University
Perth, WA09.2021
Skills
- Experience in Tax Compliance and Business Advisory Services
- Strong understanding of Accounting frameworks
- Solid communication skills
- Excellent Client Relationship Management
- Open to continuous professional development and learning
- Strong team player and promoter of teamwork
- Proactive networking and team-building
- Problem-solving
Timeline
Tax Accountant
Munro's Accountants And Business Advisors
08.2021 - Current
Tax Intern
Whytes Chartered Accountants
12.2020 - 06.2021
Bachelor of Commerce - Accounting And Finance
Curtin University
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