Susan Sun

Team Management

• Manage and train teams of 3–4 staff, with hands-on experience supervising interns, junior, intermediate, and senior accountants, as well as offshore team members.
• Oversee firmwide BAS/IAS and income tax lodgement status, reporting to three partners. Consistently achieved over 85% of ATO-required lodgements annually for the past 9 years.
• Monitor and mentor team billing performance monthly, conducte annual performance reviews and provide tailored development guidance.
• Successfully achieved both team and individual annual fee targets for 9 consecutive years.
• Design and implement firmwide workflows for bookkeeping, payroll, BAS/IAS, and contribute to workflow development for company tax, individual tax, and FBT.
• Deliver technical training onsite and online on tax topics including GST, income tax, trust distribution, and FBT.
• Provide software training topics including Xero, MYOB Business, MYOB AccountRight, MYOB AE, Reckon, QuickBooks, BGL 360, CCH Ifirm, smart workpaper and Active Workpaper.

Client Management

• Collaborate closely with clients to understand their complete family succession planning and business needs, delivering tailored, value-driven solutions.
• Take a leadership role across multiple engagements and client accounts, proactively maintaining and deepening long-term client relationships.
• Provide strategic support on budgeting, cash flow forecasting, and audit requirements.
• Delivere timely and practical tax advice on a wide range of tax compliance and planning matters.

In-house Accountant Management

• Supervise and traine an in-house accountant over a 3-year period, overseeing multiple fund investment bookkeeping tasks and reporting directly to a director and key business stakeholders.
• Deliver structured training sessions covering preparation of rental statement to investors, bookkeeping for investment property, AR AP reconciliation, bank accounts reconciliation, payroll and superannuation payments pending approval to online banking.
• Design and implemented an accounting workflow for invoice processing and payment approval to improve accuracy and efficiency.
• Assist with preparation of investor reports, including profit margin analysis and ROI calculations.
• Lead cash flow forecasting for investment funds and prepare annual budgets for director review.
• Actively monitor and advise on tax compliance and related issues across all fund investment operations.

Tax Compliance

• Review and prepare tax compliance work including BAS/IAS lodgements, STP, income tax returns, FBT returns, multi-state payroll tax, and country-by-country reporting (Local Files) for companies and trusts.
• Review individual tax returns for both Australian residents and non-residents.
• Review and prepare special purpose financial reports, including balance sheets, profit and loss statements, cash flow statements, and deferred tax calculations.
• Assist and advise clients on annual budget preparation and cash flow forecasting, supporting strategic financial planning and decision-making.
• Lead ATO reviews across various areas, including GST, income tax, FBT returns, Top 5000 family groups’ tax structure reviews, and thin capitalisation assessments. Provide support on Division 7A reviews.
• Lead NSW and QLD payroll tax grouping reviews, including preparing request materials, payroll tax application and grouping application.
• Lead NSW land tax and land tax surcharge reviews for foreign persons, ensuring accurate assessment and compliance.
• Advise and assist clients on ASIC matters, including changes to registration details with ASIC, ATO, and ABR, and changes in shareholding structure with consideration of CGT and stamp duty implications.
• Support clients with home and commercial loan applications and annual loan reviews, including preparation of financial review materials and EBITDA calculations.

• Prepare and review bookkeeping, BAS/IAS, financial reports, income tax returns for individuals, companies, trusts, partnerships, income tax groups, and SMSFs.
• Process payroll on a regular basis, lodge STP, and send payslips.
• Prepare payroll tax monthly calculations and annual returns for multi state entities.
• Prepare Fringe Benefits Tax (FBT) returns, and provide related compliance support.
• Prepare Country-by-Country (CbC) local files to meet ATO reporting requirements.
• Train junior accountants and interns, conduct training seminars on key Australian tax topics, including GST, income tax, individual tax, and Fringe Benefits Tax (FBT). Focused on building foundational technical knowledge and improving practical skills for day-to-day compliance work.
• Proactively monitor personal KPIs and maintain high performance standards.
• Share personal strategies and experiences with junior staff and interns to support their time management, workflow optimisation, and KPI achievement, helping them build sustainable work habits and meet team expectations.

• Independently process bookkeeping and assist in preparing and reviewing monthly and quarterly BAS/IAS.
• Support the preparation of tax returns and financial reports for companies, trusts, partnerships.
• Assist with payroll processing, including generating payslips, preparing superannuation statements, and scheduling payroll and super payments.
• Help prepare monthly payroll tax calculations and assist with annual payroll tax returns.
• Contribute to the preparation and lodgement of FBT returns.
• Participate in training sessions, prepare PPT on tax topics, share personal experience and help onboard interns and junior colleagues on basic tax concepts and accounting software.

• Bookkeeping