Trivan Ho Bun Yuen
Upper Mount Gravatt,Qld
Summary
Accountant with a strong background in taxation and accounting. With a proven track record at CEL Accountant and Priestleys Accounting, I excel in financial statement preparation and tax compliance, demonstrating exceptional analytical skills and client liaison abilities. My expertise spans across leading tax teams and mastering software like Xero, MYOB, BGL 360, Quickbook and APS, ensuring optimal financial outcomes and regulatory adherence.
Overview
22
22
years of professional experience
Work History
Senior Accountant
CEL Accountant
04.2022 - Current
- Prepare financial statements and ensure regulatory compliance.
- Preparation of tax returns for various entities including Individual, Partnership, Trust, Company and SMSF
- Manage monthly and quarterly BAS/IAS filings
- Collaborate closely with the Principal to develop effective tax planning strategies and optimize client outcomes
- Email support to clients
- Liaise with ATO and other regulatory bodies
- Review Financial Statements and Tax returns prepared by Junior staffs
Senior Accountant
Priestleys Accounting Pty Ltd
07.2006 - 04.2022
- Prepare financial statements and ensure regulatory compliance.
- Preparation of tax returns for various entities including Individual, Partnership, Trust, Company and SMSF
- Manage monthly and quarterly BAS/IAS filings
- Collaborate closely with the Principal to develop effective tax planning strategies and optimize client outcomes
- Email support to clients
- Liaise with ATO and other regulatory bodies
- Review Financial Statements and Tax returns prepared by Junior staffs
Bookkeeper
Ozaccom Pty Ltd
07.2004 - 06.2026
- Processed payments, invoices, income, and receipts, and entered data into accounting software
- Prepared financial statements showing business income and expenditure
- Paid vendor invoices and tracked bank account balances
- Prepared employees' wages and managed employee expense claims
- Prepared yearly accounts and liaised with external auditors
Education
Master of Commerce - Accounting
QUT
Brisbane, QLDBachelor of Business - Accounting
QUT
Brisbane, QLD12-2022
Skills
- Preparation of financial statements and income tax returns for individuals, companies, trusts, partnerships and SMSF
- Budget preparation and management, including cash flow analysis
- Expertise in handling monthly and quarterly BAS/IAS
- Full-cycle accounts payable and receivable management
- Experience in GST system setup
- Exceptional analytical skills honed through roles as an senior accountant and in-depth research assignments
- Financial report and statement analysis to inform strategic decision-making
- Excellent written and verbal communication skills
- Proven ability to liaise with clients, tax consultants, bankers, and regulatory bodies
Accounting and Taxation
Analytical and Research Skills:
Client Liaison and Communication:
- Experience working in a team environment, including leading the tax professional team
- Leadership in managing a group of professional staffs
- Xero - Accounting software
- APS- Console, Tax manager, XPA - Taxation and accounting software
- Supermate - SMSF software
- BGL 360 - SMSF software
- MYOB- Accounting software
- Quickbook- Accounting software
- Vatual Cabinet - Document management software
- Radix- Document management software
Teamwork and Leadership:
Accounting Software:
Languages
English
Full Professional
Cantonese
Native or Bilingual
Mandarin
Full Professional
Interests
Family is my number one priority I spend most of my time with my daughter and wife, except for working hours and sleeping time I love to see my daughter's lovely smile and my job is to make her happy My favourite hobby is fish keeping I am a very serious hobbyist as I have more than 10 fish tanks in my house
Timeline
Senior Accountant
CEL Accountant
04.2022 - Current
Senior Accountant
Priestleys Accounting Pty Ltd
07.2006 - 04.2022
Bookkeeper
Ozaccom Pty Ltd
07.2004 - 06.2026
Master of Commerce - Accounting
QUT
Bachelor of Business - Accounting
QUT
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