Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
Generic

Raye WANG

Epping,Australia

Summary

Highly skilled Tax Accountant with 15+ years experience in public accounting serving the needs of clients by providing outstanding tax and accounting services. Specialise in tax compliance, financial reporting and strategic tax planning. Skilled in MYOB and XERO, coupled with strong organizational abilities, ensuring accuracy and efficiency in high-pressure environments.

Overview

21
21
years of professional experience
1
1
Certification

Work History

Tax Accountant

Clarity Professional Group
05.2022 - Current
  • Prepared and filed taxes for individuals, corporations, SMSFs, trust and pertnerships.
  • Reviewed financial statements for clients to determine potential deductions.
  • Analyzed financial records to ensure accuracy of tax documents.
  • Calculated estimated taxes due from clients and ensured timely payments.
  • Researched complex tax issues and provided solutions to clients.
  • Identified discrepancies in client's accounts and made necessary adjustments.
  • Provided advice on strategies to reduce overall tax liability for clients.
  • Assisted with audits by providing required documentation and information.

Tax Accountant

Brygges Financial Services
03.2011 - 04.2022
  • Prepared financial statements and tax returns for companies, trusts, partnerships, SMSFs and individuals
  • Prepared management reports, budgets, forcasting and cash flow reports
  • Prepared IAS, BAS and FBT return
  • Maintained and reviewed clients’ monthly accounts, payroll and payroll tax
  • Assisted with audits by providing required documentation and information.
  • Researched complex tax issues and provided solutions to clients.
  • Developed processes to improve accuracy and efficiency of tax preparation process.
  • Provided advice on strategies to reduce overall tax liability for clients.

Accountant

Tolley & Co Pty Ltd
12.2008 - 08.2010
  • Systems review of major clients covering all aspects of operation
  • Tax planning for various clients
  • Assistance with the audits for a number of clients involving full review and assessment of operational strengths and weaknesses
  • Finalise financial accounts and income tax returns for companies, super funds, partnership, trusts and individuals
  • Budgeting, forecasting and cash flow
  • Preparation and lodgment of IAS, BAS, FBT and Payroll tax returns
  • Payroll, work compensation, management accounts and reconciliations

Accounts Manager

Noel Johnson’s Pty Ltd
11.2005 - 11.2008
  • Monitoring accounts for multiple companies under the umbrella of Noel Johnson’s Pty Ltd
  • Bank and balance sheet items reconciliations, banking and filing
  • Accounts Payable, Accounts Receivable and invoicing
  • Statuary Trust account daily transactions and monthly reconciliation
  • Maintenance general ledger, input journal entries and year-end journal and adjustments
  • Fortnightly payroll and superannuation contributions
  • Completing statutory returns including BAS, worker compensation and payroll tax
  • Treasure and inter-company fund transfer functions
  • Cash flow management, forecasting and assisting with budget preparation
  • Preparation of monthly financials including monthly Profit & Loss and Balance Sheet
  • Assistance with audit of trust accounts

Senior Bookkeeper/Accountant

Susana Bookkeeping Services
11.2003 - 06.2008
  • Bookkeeping for a wide range of clients including retail, wholesale, services and construction etc
  • Setup company file, create chart of accounts, and end of financial year adjustment
  • Bank reconciliation and credit card reconciliation
  • Balance sheet items reconciliations
  • General ledger journal entries
  • Invoicing, Purchasing, Payroll and Worker Compensation
  • Preparation of BAS and IAS return
  • Preparation of Company, Trust, Partnership, Superannuating Fund, Personal accounts
  • Preparation of monthly accounts, Profit & Loss and Balance Sheet

Tax Preparer (Contract)

S & T Income Tax Aid Specialists Pty Ltd (Alpha Tax Aid)
06.2003 - 11.2003
  • Prepared individual tax returns
  • Prepared small business tax returns
  • Checked tax returns prepared by other tax preparers
  • Handled any enquiries from clients
  • Liaisde with tax preparers, managers and nominees
  • Banking, batching and general office duties

Education

Master of Commerce - Accounting with Taxation

Sydney University
07.2003

Bachelor of Economics - Accounting

Central University of Finance & Economics
China
07.1998

Skills

  • Tax planning and strategy development
  • Income tax compliance
  • Tax return preparation and review
  • Tax savings identification and implementation
  • Financial analysis and data interpretation
  • Proficient in MYOB, XERO, CLASS, Reckon, and HandiSoft
  • Advanced Excel
  • Strong organizational skills

Certification

  • Certified Public Accountant (CPA)

References

References available upon request.

Timeline

Tax Accountant

Clarity Professional Group
05.2022 - Current

Tax Accountant

Brygges Financial Services
03.2011 - 04.2022

Accountant

Tolley & Co Pty Ltd
12.2008 - 08.2010

Accounts Manager

Noel Johnson’s Pty Ltd
11.2005 - 11.2008

Senior Bookkeeper/Accountant

Susana Bookkeeping Services
11.2003 - 06.2008

Tax Preparer (Contract)

S & T Income Tax Aid Specialists Pty Ltd (Alpha Tax Aid)
06.2003 - 11.2003

Master of Commerce - Accounting with Taxation

Sydney University

Bachelor of Economics - Accounting

Central University of Finance & Economics
Raye WANG