Summary
Overview
Work History
Education
Skills
Websites
Certification
Awards
Volunteer Experience
References
Accomplishments
Affiliations
Timeline
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Sophia Leydon

Sydney,NSW

Summary

Highly motivated and detail-oriented Research and Development Tax Consultant with a STEM background, holding a bachelor's degree in Biotechnology. Quick to learn and adapt, I bring a deep understanding of tax laws and regulations, coupled with a talent for financial analysis and technical report writing. I excel in translating complex tax concepts into clear, actionable advice, and building strong client relationships along the way. Proficient communicator with a knack for translating scientific research and data into clear, actionable advice for both expert and non-expert audiences. In my current role at InCorp Advisory, I work with a talented team of professionals who share my commitment to delivering top-quality R&D consulting services. I liaise with clients building and maintaining strong relationships, understanding their business needs, and providing valuable tax advice and solutions.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Research and Development Consultant

InCorp Advisory
Sydney, NSW
06.2023 - Current
  • Research and Development (R&D) Tax Credit Knowledge: Understanding of the R&D tax credit program, including eligibility criteria, calculation methods, and documentation requirements.
  • Tax Law Knowledge: Familiarity with relevant tax laws and regulations, including those related to R&D tax credits, to accurately advise clients and ensure compliance.
  • Technical Report Writing: Proficient in preparing detailed technical reports summarising clients' R&D activities, experiments, results, and hypotheses. Ability to communicate complex technical information clearly and effectively to support R&D tax credit claims.
  • Financial Analysis: Ability to analyze financial data, project costs, and identify qualifying R&D activities to maximize tax credits for clients.
  • Industry Knowledge: Understanding of various industries and their R&D practices to tailor tax credit strategies to specific client needs. Conducted research to identify emerging trends in the industry and evaluated their potential impact on clients.
  • Documentation and Reporting: Experience in preparing and reviewing documentation to support R&D tax credit claims, including technical reports and financial statements.
  • Communication Skills: Ability to effectively communicate complex tax concepts and strategies to clients and internal stakeholders.
  • Project Management: Experience in managing multiple R&D tax credit projects simultaneously, ensuring deadlines are met and deliverables are of high quality.
  • Compliance: Ensuring compliance with relevant tax laws and regulations, including filing requirements and documentation retention.
  • Client Relationship Management: Building and maintaining strong relationships with clients, diverse clientele and a range of industries, encompassing Biomedical, Computing, and Environmental Sciences understanding their business needs, and providing valuable tax advice and solutions.
  • Team Collaboration: Working collaboratively with colleagues and other professionals, such as accountants and attorneys, to deliver comprehensive tax services to clients.

Learning Support Officer

Corpus Christi Maroubra - Sydney, NSW
Sydney, NSW
03.2023 - Current
  • Contributed to positive, educational setting by delivering gentle discipline and promoting student success
  • Assisted in developing programs and activities to drive improvements in students' academics
  • Established positive relationships with students, parents, fellow teachers and school administrators
  • Worked one-on-one with special needs students to help navigate through school challenges
  • Assessed student learning styles and understanding of material to redirect and optimize teaching strategies.

Pharmacy Assistant

Priceline Pharmacy Randwick- Sydney, NSW
Sydney, NSW
04.2022 - 02.2023
  • Supervising and training new hires
  • Customer service, cash handling, administration, working collaboratively in a diverse team, maintaining pharmaceutical supplies
  • Communicated instructions from Pharmacist to patients or caregivers about proper use and storage of drugs, handling and communicating sensitive information
  • Trained in Dispensing S3 and S4 medications
  • Implemented practice of utilising pharmacy management software to perform online prescription refills.

Retail Sales Assistant

Forever New - Sydney, NSW
Sydney, NSW
10.2021 - 02.2022
  • Sales, Customer Service, cash handling, product knowledge, client engagement, upselling, collaboration, and teamwork
  • Used POS system to process sales, returns, online orders and gift card activations
  • Helped customers complete purchases, locate items, and join reward programs.

Disability Support Worker

Cascade Care - Sydney, NSW
Sydney, NSW
02.2021 - 04.2021
  • Established trust with child and improved social, behaviour and academic growth
  • Maintained safety and a clean, tidy, and hazard-free home environment for clients
  • Drove client safely to social activities and appointments.

Pharmacy Assistant

Charing Cross Pharmacy - Sydney, NSW
Sydney, NSW
02.2020 - 11.2020
  • Communicated instructions to patients or caregivers about proper use and storage of drugs
  • Required understanding and knowledge of pharmaceuticals
  • Had to synthesise and communicate scientific information about pharmaceuticals from pharmacist to patients and caregivers and direct important medication-related questions to the pharmacist
  • Customer service, working collaboratively in a team, creating, and maintaining patient files, placing orders for pharmaceutical supplies, and operating the cash register
  • Updated computer system with current customer, payment, and inventory information.

Receptionist Administrator

Cascade Care - Sydney, NSW
Sydney, NSW
01.2018 - 12.2019
  • Client engagement, customer service and communication
  • Management of records, information and knowledge management functions and systems
  • Answered incoming calls, directing clients to individuals addressing specific needs
  • Received and routed business correspondence to correct departments and staff members.
  • Greeted visitors and customers warmly, offering refreshments as appropriate.
  • Assisted with administrative tasks such as data entry into company databases.

Education

Higher School Certificate -

Kincoppal Rose Bay
01.2017

Bachelor of Biotechnology - Environmental Biotechnology

University of Technology Sydney (UTS)

Skills

  • Communicating Scientific Research and Data to expert and non-expert audiences
  • Understanding of R&D tax credit laws, regulations, and eligibility criteria
  • Ability to communicate complex technical information clearly and effectively to support R&D tax credit claims
  • Proficiency in preparing detailed technical reports summarising clients' R&D activities, experiments, results, and hypotheses
  • Thoroughness in reviewing documentation and preparing reports to ensure accuracy in tax credit claims
  • Skilled in interpersonal communication, including building relationships with clients and collaborating with colleagues and other professionals
  • Working in diverse teams on complex problems and projects
  • Proficient with Microsoft Office (Excel, Word, PowerPoint)
  • Ability to analyze financial data and project costs to identify qualifying R&D activities and maximize tax credits for clients
  • Ability to analyse complex situations, identify issues, and develop innovative solutions to address clients' tax challenges
  • Building and maintaining strong relationships with clients, understanding their business needs, and providing valuable tax advice and solutions

Certification

  • NSW Working with Children Check
  • First Aid Introduction

Awards

  • UTS SOUL Award
  • Kincoppal Rose Bay Principals Merit Award- Biology, Visual Arts, Modern History and Religious Education
  • ATAR of 92 – 4 band sixes
  • Sacred Heart Social Justice Award-Indigenous Outreach
  • UNSW International competitions and Assessment for Schools English- High Distinction
  • InCorp Advisory - Employee of the Quarter

Volunteer Experience

  • Member of UTS Biotechnology Society and Environmentally Conscious Society (EcoSoc)
  • Social Justice Initiative-Salvation Red Army's Red Shield Appeal
  • Conservation Volunteers Australia
  • House With No Steps - Volunteer Disability Support Worker
  • Social Justice Initiative - Bowraville Indigenous Outreach

References

References (Available upon Request)

Accomplishments

· UTS SOUL Award

· Kincoppal Rose Bay Principals Merit Award- Biology, Visual Arts, Modern History and Religious Education

· ATAR of 92 – 4 band sixes

· Sacred Heart Social Justice Award-Indigenous Outreach

· UNSW International competitions and Assessment for Schools English- High Distinction

· InCorp Advisory - Employee of the Quarter

Affiliations

Pilates, Hiking, Travel, Camping, Reading, Piano, Ballet

Timeline

Research and Development Consultant

InCorp Advisory
06.2023 - Current

Learning Support Officer

Corpus Christi Maroubra - Sydney, NSW
03.2023 - Current

Pharmacy Assistant

Priceline Pharmacy Randwick- Sydney, NSW
04.2022 - 02.2023

Retail Sales Assistant

Forever New - Sydney, NSW
10.2021 - 02.2022

Disability Support Worker

Cascade Care - Sydney, NSW
02.2021 - 04.2021

Pharmacy Assistant

Charing Cross Pharmacy - Sydney, NSW
02.2020 - 11.2020

Receptionist Administrator

Cascade Care - Sydney, NSW
01.2018 - 12.2019

Higher School Certificate -

Kincoppal Rose Bay

Bachelor of Biotechnology - Environmental Biotechnology

University of Technology Sydney (UTS)

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Sophia Leydon