Jen Loo, Ca Email & Phone Number

Chatswood, New South Wales, Australia

Chatswood, New South Wales, Australia

Chatswood

Macquarie Park, Nsw

Key responsibilities:• Manage a portfolio of Clients across a wide range of industries and business structures and being the first contact person for accounting and taxation solutions.• Prepare tax returns for various entities including high net worth Individuals, Companies, Trusts, Partnerships and Self-Managed Superannuation Fund.• Prepare Fringe Benefit Tax returns, BAS and IAS.• Prepare accounts and audit of Self-Managed Superannuation Fund.• Prepare monthly management report and perform financial analysis • Prepare interim management reports and provide tax planning strategies tailored to the clients’ position to help minimize tax.• Prepare Cash Flow, Profit & Loss and Balance Sheet forecasts for Clients and Financial Institutions.• Attend to correspondence regarding ATO's GST and Income Tax audit.• Meet and advice Clients in a concise format on tax compliance and planning, bookkeeping, accounting software support matters, etc.Achievements:• Identified and resolved a complicated GST compliance issue for a fast growing Australian Company that has received commission income from businesses overseas. • Worked with Senior Client Manager to improve work processors to enhance efficiency and to avoid repetitive tasks.

Sydney Cbd

Key responsibilities:• Prepare tax returns for various entities including high net worth Individuals, Companies, Trusts, Partnerships and Self-Managed Superannuation Fund.• Prepare Fringe Benefit Tax returns, BAS and IAS.• Provide payroll solutions including workers’ compensation wages declaration, PAYG withholding, annual PAYG withholding payment summary, payroll tax and superannuation guarantee compliances.• Attend to ASIC compliance matters.• Provide tax advice in a clear and concise manner to maximize Clients’ taxation position.• Attend to audit of Self-Managed Superannuation Fund and statutory accounts of companies.• Assist to prepare scope of audit, procedures, development of audit programs and perform audit field work, including attending to stock takes in a professional and competent manner.• Report audit progress from time-to-time to the Partner and effectively communicate audit opinions to the Clients.• Managing junior colleagues and reviewing their assignments. Achievements:• Managed the international tax dealings of a foreign bank from end to end with minimum supervision.

Graduate Diploma Of Chartered Accounting

Pass Financial Accounting & Reporting module with Merit

Master Of Commerce, Accounting, Distinction Average

Bachelor Of Business, Accounting And Finance