Coco W. Email & Phone Number

Sydney, Nsw, Au

Sydney, New South Wales, Australia

Sydney, New South Wales, Australia

- Review Company Tax returns, workpapers and client correspondence with accuracy and attention to details.- Work with project teams to prepare tax provision calculation and workpapers - Assist in implementing Tax Effective Accounting on developed or new tax softwares.- Work on Tax Risk Governance (TRG) projects including Gap Analysis and operating effectiveness control testing etc.- Work on TRG digitisation projects to set up template workpaper using Excel, VBA and Alteryx… Show more - Review Company Tax returns, workpapers and client correspondence with accuracy and attention to details.- Work with project teams to prepare tax provision calculation and workpapers - Assist in implementing Tax Effective Accounting on developed or new tax softwares.- Work on Tax Risk Governance (TRG) projects including Gap Analysis and operating effectiveness control testing etc.- Work on TRG digitisation projects to set up template workpaper using Excel, VBA and Alteryx skills.- Proactively liaise with clients and engagement team members on a day-to-day basis.- Engage in research and draft taxation advice.- Prepare Taxation Alerts when new legislation or Taxation Rulings are issued or released. Show less

500 George Street, Sydney Nsw 2000

1. Prepare BAS, financial statements and tax returns for individuals (including high-net-worth family groups), companies, partnerships, trusts and SMSF.2. Communicate professionally with clients, corresponded to client’s daily queries and maintained good relationship with clients3. Liaise directly with ATO, ASIC, OSR and other government bodies for various client matters. 4. Manage over 400 clients with $450K fee portfolio with one intermediate accountant and two graduate… Show more 1. Prepare BAS, financial statements and tax returns for individuals (including high-net-worth family groups), companies, partnerships, trusts and SMSF.2. Communicate professionally with clients, corresponded to client’s daily queries and maintained good relationship with clients3. Liaise directly with ATO, ASIC, OSR and other government bodies for various client matters. 4. Manage over 400 clients with $450K fee portfolio with one intermediate accountant and two graduate accountants and directly report to the partner. 5. Supervise graduate accountants by delegating tasks, monitoring workflow and reviewing their works.6. Interpret new tax policies and write company newsletters and publications Show less

Sydney, Australia

Changchun, Jilin, China

1. Communicated professionally with clients and supervisors, researched and analyzed over 20 financial products independently and provided investment advise for more than 100 clients2. Worked with high efficiency in group dynamics, learned all services in the business scope within a week and assisted the clerks completing the transactions for over 20 clients per day

Melbourne, Australia

1. Performed in a diligent and self-disciplined manner, lodged over 50 individual income tax dealing with sole trader income, rental income and etc., and received good feedback2. Practiced time management skills and met deadline while maintaining accuracy, lodged quarterly Business Activity Statement for 3 business clients per week 3. Worked as a flexible team player and assisted the wider finance team, managed receivables and billed the clients, prepared financial reports… Show more 1. Performed in a diligent and self-disciplined manner, lodged over 50 individual income tax dealing with sole trader income, rental income and etc., and received good feedback2. Practiced time management skills and met deadline while maintaining accuracy, lodged quarterly Business Activity Statement for 3 business clients per week 3. Worked as a flexible team player and assisted the wider finance team, managed receivables and billed the clients, prepared financial reports introduction and etc. Show less

Melbourne, Australia

1. Developed selling skills, communicated with customers in a courteous manner and received good feedback from customers2. Managed stock to keep the freshness of materials3. Other ad hoc work as assigned

Melbourne, Australia

1. Developed high proficiency for computer literacy, used Microsoft Office, Xero and MYOB and drafted manuals for daily routine operating on the software2. Prospered administrative skills, drafted manuals for office routine works and a collaboration proposal with self-service system and evaluated 3 potential partners within a week 3. Developed phone skills with stakeholders, researched independently and registered with ASIC and ATO for a family trust within a day and… Show more 1. Developed high proficiency for computer literacy, used Microsoft Office, Xero and MYOB and drafted manuals for daily routine operating on the software2. Prospered administrative skills, drafted manuals for office routine works and a collaboration proposal with self-service system and evaluated 3 potential partners within a week 3. Developed phone skills with stakeholders, researched independently and registered with ASIC and ATO for a family trust within a day and received praise from supervisors Show less

Full Member, Accounting

Master'S Degree, Master Of Finance, Wam: 81/100

Master Of Finance, Finance

WAM: 81/100 Distinction: Quantitative Analysis of Finance (scored 81 out of 100) Credits: Corporate Financial Policy, Financial Statement.

Bachelor Of Economics, Finance, General