Victoria YAN
Kurralta Park
Summary
Certified Practising Accountant (CPA)
Highly trained and experienced Tax Accountant Assistant with 3+ years of experience in Tax, Financials and BAS preparation and analysis for small businesses.
Proficient in reconciling accounts, analyzing financial data, and tax filing and bookkeeping.
Proficient in using QuickBooks, Xero, Myob, Reckon, LedgerCat, LodgeIt.
Highly organized with excellent communication and problem-solving skills, and attention to Detail.
Committed to staying up-to-date on changing tax laws and regulations.
Assisted clients in preparing for audits and other tax inquiries.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Accountant Assistant
Carbone & Associates
03.2021 - Current
- Answered phone calls regarding financial matters such as payments due, superannuation and tax return matters.
- Helped prepare month-end, quarterly BAS and year-end closings.
- Produced and distributed invoices and financial documents.
- Documented business expenses and sales.
- Maintained accurate and complete documentation to facilitate accounting and filing functions.
- Assisted with monthly and quarterly income statements, balance sheets and cash flow reports to inform decision-makers.
- Processed payroll by validating work hours and attendance of employees.
- Reconciled company accounts for credit cards, employee expenses, and commissions.
- Checked general ledger entries to increase accuracy, prevent significant errors and identify adjustments.
- Reviewed general ledger entries and assessed accuracy.
- Reconciled company bank, credit card and line of credit accounts, investigating and resolving discrepancies to keep accounts audit-ready.
- Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
- Input financial data and produced reports using LedgerCat, Xero, QuickBooks Intuit, Reckon, Myob.
- Monitored status of accounts receivable and payable to facilitate prompt processing.
Bookkeeper /Assistant General Manager
Yao's Migration And Consulting Pty Ltd
01.2020 - 02.2021
- Completing fortnightly payroll for company employees, including calculating taxes, vacation and Leaves.
- Maintaining daily bookkeeping and bank reconciliation, generating month-end reports to supervisor.
- Communicating and assisting accountant with issues regarding Covid-19 Relief, Return SA Premium.
- Supporting efficient meetings by organising spaces and materials, documenting discussions and distributing meeting notes.
- Performing general office duties, including answering calls, delivering messages to staff and greeting visitors.
- Issuing invoices and making bill payments on Xero based upon established accounts receivable and payable schedules and terms.
- Posted daily receipts and payments in accordance with corporate protocols.
Bookkeeper /Office Administrator
HEPTA STAR PTY LTD
06.2019 - 12.2019
- General ledger and bank reconciliations on Xero, ensuring the account accuracy.
- Maintained Journal entries and daily bookkeeping, reporting to supervisor frequently.
- Preparation of draft BAS and payroll to supervisor, seeking approval.
- Routine office and administrative work such as greeting clients, ordering and taking stock of office supplies.
Student Ambassador
Kaplan Business School
03.2018 - 12.2019
- Cooperated with other Student Ambassadors to organise school events once a month. For instance, international party, talent show, cultural party, sports event, etc.
- Inspired and encouraged students to participate in school activities by making announcements in every class and decorating the event room.
- Assisted Student Experience Officers (SEOs) during school orientations by providing new students a campus tour, taking photos, promoting coming school events and helping them to fill out certain forms.
Accounting Consultant
TMF Group
07.2014 - 12.2016
- Maintained accurate and complete documentation for all accounting procedures.
- Established good relationships with more than 20 clients and assisted them with any accounting issues.
- Prepared documents, reports and presentations using advanced accounting software.
- Generated financial statements to tax office monthly, quarterly and annually.
- Filed tax returns and prepared governmental reports in compliance with strict standards.
Education
Bachelor of Accounting - Commerce
Kaplan Business School
South Australia12.2019
Diploma - Business
KAPLAN BUSINESS SCHOOL
South Australia11.2018
Skills
- Bookkeeping
- Account / Bank Reconciliation
- Financial Statement / Tax Return Preparation
- Payroll & Superannuation / SGC Preparation
- Accounting Software Proficiency - QuickBooks/ Xero/ Reckon/ Myob/ LedgerCat/ LodgeIt
- Business Activity Statement Preparation
- Journal Entry Posting
- Accounts Payable and Receivable
- Month-End / Quarterly End Financial Reports
- Certified Practising Accountant (CPA)
Certification
Certified Practising Accountant (CPA)
Languages
English
Full Professional
Chinese (Mandarin)
Native or Bilingual
Timeline
Accountant Assistant
Carbone & Associates
03.2021 - Current
Bookkeeper /Assistant General Manager
Yao's Migration And Consulting Pty Ltd
01.2020 - 02.2021
Bookkeeper /Office Administrator
HEPTA STAR PTY LTD
06.2019 - 12.2019
Student Ambassador
Kaplan Business School
03.2018 - 12.2019
Accounting Consultant
TMF Group
07.2014 - 12.2016
Bachelor of Accounting - Commerce
Kaplan Business School
Diploma - Business
KAPLAN BUSINESS SCHOOL
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