Results-driven Managing Partner adept at building and leading high-performance teams. Decisive leader and strategic planner with a resilient and forward-thinking approach. Successful background of achievement in Tax and Accounting over 18 year career.
Overview
18
18
years of professional experience
Work History
Managing Partner
Constant & Co Chartered Accountants & Business Advisers
07.2023 - Current
Responsible for the management of portfolio of more than 800 clients with a book of business up to $3,000,000 on an annual basis
Overseeing all aspects of business – Sales, Staff Training, Marketing and Customer services
Managing accounting staff of more than 20 professional accountants between our three offices in Melbourne and Hanoi
Accountable as general business adviser for clients on a full spectrum of corporate tax services, including planning, research, compliance and general mergers and acquisitions activities
Focusing on assisting clients from overseas doing business investments in Australia including reviewing legal documents to assess tax implication of pending transactions and working with law firm and clients to document tax positions
Driving new business developments, extended service, and tax issue recognition for existing clients.
Client Relationship Manager
Constant & Co Chartered Accountants & Business Advisers
08.2016 - 06.2023
Maintained responsibility for sourcing and securing new clients in order to drive sustained growth in revenues and market share
Managed multiple tax projects simultaneously, ensuring deadlines were met and clients were satisfied.
Provided guidance on strategic tax planning initiatives that resulted in significant savings for both individual taxpayers and businesses.
Assisted clients in understanding complex tax concepts, explaining implications of various financial decisions.
Liaised with clients, ATO, ABR and ASIC
Reduced client tax liabilities through diligent research and application of applicable tax laws.
Delivered programme of in-class lectures to newly recruited personnel and provided continual on-the-job technical and customer service training.
Corporate Accountant
Trang An Investment Pty Ltd
03.2015 - 07.2016
Operated computers programmed with accounting software (XERO) to prepare and issue bills, invoices, and account and financial statements
Followed up monthly overdue payments of more than 20 regular customer accounts
Processed bank reconciliations and financial reports including quarterly BAS
Analyzed cost control and provide timely financial information to support business cost reduction strategy
Prepared employee rosters, timesheet and processed weekly payroll, employee tax and superannuation.
Senior Tax Consultant
Grant Thornton Vietnam
07.2010 - 02.2013
Led team of between 5 and 10 consultants, and personally managed portfolio of 10 to 15 of firm's major business clients
Oversaw accuracy and completeness throughout reconciliation, ledger entry, payroll processing, and accounts payable/receivable operations
Investigated and resolved non routine, complex, and unexplained client business transaction variances, and advised on improvements to client operational and financial activities
Managed income tax returns for individuals, partnerships, and corporation
Conducted in-depth reviews of financial circumstances and objectives of corporate and individual clients and created tax planning proposals to maximize tax saving
Maintained up-to-date knowledge of evolving tax laws and regulations, communicated relevant changes and guidance via weekly newsletters and directed client contact.
Contributed 60% of total tax department revenue through developing new team and new service line offering transfer pricing to medium-size corporations
Finance Vice President – Management Accountant
Vietnamese Dynamic Student Organization
01.2006 - 01.2009
Managed all aspects of accounting operations and provided final approval for organization's annual budget
Prepared monthly and annual expense forecasts and advised on cost management measures as required to achieve budget.
Enhanced organization profitability by implementing strategic business plans and optimizing operational processes.
Education
Chartered Tax Adviser -
The Tax Institute – Australia
Melbourne, VIC
01.2019
CPA Australia -
CPA Australia
Sydney, NSW
04.2014
Master of Commerce - Accounting and Taxation
The University of Sydney
Sydney, NSW
01.2010
Bachelor of Commerce - Accounting
The University of Sydney
Sydney, NSW
06.2009
Skills
Firm financial oversight
Arbitration
Mediation
Organizational Development
Revenue Growth
Strategic planning skills
Merger and Acquisition Strategy
Business Planning
Timeline
Managing Partner
Constant & Co Chartered Accountants & Business Advisers
07.2023 - Current
Client Relationship Manager
Constant & Co Chartered Accountants & Business Advisers
Customer Services Financial Administrator at Business Works Chartered Accountants LtdCustomer Services Financial Administrator at Business Works Chartered Accountants Ltd