Motivated accounting graduate with international academic training and practical experience across tax, audit, and financial advisory roles. Currently pursuing CPA Australia, with a strong foundation in management accounting, corporate law, taxation, and risk advisory through studies at Macquarie University.
Hands-on internship experience at Smart Wealth Advisors in Sydney provided direct exposure to Australian tax compliance, client correspondence with the ATO, and preparation of GST/BAS lodgements. Previous roles at Agricultural Bank of China and financial positions in Shenzhen and Guangzhou further strengthened skills in financial reporting, data analysis, and client communication.
Proficient in Xero, MYOB, CaseWare, and Excel, with a proven ability to adapt quickly, manage deadlines, and deliver accurate results. Seeking to contribute strong technical knowledge and professional drive to a public practice firm, while continuing to grow as a CPA-qualified professional.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Audit Intern
Agricultural Bank of China
05.2016 - 08.2016
Participated in bank promotional activities, identified potential customers' financial needs and goals, and attracted them to the bank's investment program;
Organized and tracked spreadsheets containing basic customer account information;
Used Excel to input the bank's financial statements and process information;
Participated in front-line consultations and resolved customer issues.
Financial Advisor
Shenzhen Ruiyibo Medical Equipment Co., Ltd.
12.2020 - 12.2021
Assist in organizing financial data, preparing reports, and conducting basic financial analysis (e.g., costs, revenue, profit margins, etc.), providing support to the advisory team.
Participate in the writing of financial proposals, PowerPoint presentations, or industry research reports, and organize meeting minutes and client materials to ensure accuracy and compliance.
Financial Specialist
Guangzhou Zhuoyihang Medical Technology Co., Ltd.
12.2021 - 12.2022
Ensure timely completion of field work and ensure accurate reconciliation of revenue and expenditure.
Manage external liaison and reception, and handle daily cashier and tax work.
Tax Assistant Intern
Smart Wealth Advisors, Sydney
01.2025 - 06.2025
Assisted with the preparation and dispatch of official tax correspondence and documentation, ensuring timely delivery of notices, client letters, and compliance-related materials.
Liaised with the Australian Taxation Office (ATO) via phone to follow up on client matters such as TFN, ABN registrations, lodgment status, and correspondence tracking.
Provided administrative support for tax compliance operations, including scanning, photocopying, and filing key tax documents and client records.
Helped maintain accurate communication logs and ensured confidentiality and professionalism in all interactions with clients and government agencies.
Gained foundational knowledge of tax office procedures and enhanced communication skills through direct exposure to real-world tax administration processes.
Education
College Diploma - Economics
Saddleback College
Mission Viejo, California, US
05.2019
No Degree - Economics
California State University, Fresno
Fresno, California, US
01-2022
Bachelor of Accounting - Professional Accounting
Macquarie University
Sydney, NSW
12-2025
Skills
Strong Execution Ability: Possess a strong sense of purpose and the ability to independently undertake finance and audit-related tasks During multiple internships, I have efficiently and timely completed various document processing, data organization, and communication tasks, demonstrating strong work execution skills
Excellent Learning Ability: Quickly adapt to various roles, including bank audit, corporate accounting, and tax assistant I flexibly master tax systems, financial processes, and basic accounting software, demonstrating strong cross-functional learning and application capabilities
Excellent Communication and Coordination: Able to accurately convey information when communicating with clients, the tax authorities, and within the company, assisting with
Certification
Xero advisor certified – Demonstrates expertise in Xero software, including account setup, bank reconciliation, invoicing, and reporting functions.