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Kate Shiming Tang is listed as Assistant Accountant at Biztax Services Pty Ltd | Taxation, Financial Planning at Biztax Services Pty Ltd, a with 3 employees, based in North Lambton, New South Wales, Australia. AeroLeads shows a matched LinkedIn profile for Kate Shiming Tang.
Kate Shiming Tang previously worked as Assistant Accountant at Biztax Services Pty Ltd and Corporate Banking Relationship Manager at Bank Of Beijing. Kate Shiming Tang holds Bachelor Of Science - Bs, Business, 86% from Jiangxi Normal University.
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I have a Bachelor of Science in Business, and I am currently working as an Assistant Accountant at Biztax Services Pty Ltd, an accounting firm based in Lismore. My core competencies include preparing tax returns and BAS/IAS for individual and business clients and assisting with the preparation of financial statements.In my previous roles, I gained valuable experience in corporate banking and personal financial investment at Bank of Beijing, one of the largest local banks. I was responsible for business development and customer relationship management, providing comprehensive and quality bank services and products to corporate clients. I also advised and arranged securities, insurance and pension plans for clients, monitoring their investment performance and reviewing their investment plans. I have strong skills in customer relationship management, client liaison, credit assessment, and post-lending management. I am passionate about helping clients achieve their financial goals and providing them with excellent service. I can bring diverse perspectives and experiences to the team, as I have worked in different financial sectors and markets, and have a cross-cultural background.
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Lismore, New South Wales, Australia
● Preparing Tax Returns for individual taxpayers and business entities, using XERO● Preparing BAS/IAS for sole traders, partnerships and companies● Assisting with the preparation of financial statements for business entities● Answering phone calls from clients and dealing with admin tasks● Cash Book Analysis using Excel functions including PivotTable and VLOOKUP.
● Business development and customer relationship management, providing comprehensive and quality bank services and products to corporate customers.● Proactively approach target customers, and establish and maintain a strong relationship with corporate customers. ● Assess customers' credit profiles and prepare credit proposals (new applications/annual review). ● Implement post-lending management: timely report customers' credit profile changes and adjust lending strategies… Show more ● Business development and customer relationship management, providing comprehensive and quality bank services and products to corporate customers.● Proactively approach target customers, and establish and maintain a strong relationship with corporate customers. ● Assess customers' credit profiles and prepare credit proposals (new applications/annual review). ● Implement post-lending management: timely report customers' credit profile changes and adjust lending strategies accordingly. Show less
● Interviewing prospective clients to determine financial status and objectives and advising on investment strategies and financial plans.● Recommending and arranging securities, insurance and pension plans for clients, monitoring investment performance, and reviewing and revising investment plans based on modified market needs and changes.
Other employees you can reach at biztax.com.au. View company contacts for 3 employees →
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Kate Shiming Tang works for Biztax Services Pty Ltd.
Kate Shiming Tang is listed as Assistant Accountant at Biztax Services Pty Ltd | Taxation, Financial Planning at Biztax Services Pty Ltd.
Kate Shiming Tang is based in North Lambton, New South Wales, Australia while working with Biztax Services Pty Ltd.
Kate Shiming Tang has worked for Biztax Services Pty Ltd and Bank Of Beijing.
Kate Shiming Tang's colleagues at Biztax Services Pty Ltd include Ong Teng Leong, Sharnette Josephs, and Duc Thinh Nguyen.
You can use AeroLeads to view verified contact signals for Kate Shiming Tang at Biztax Services Pty Ltd, including work email, phone, and LinkedIn data when available.
Kate Shiming Tang holds Bachelor Of Science - Bs, Business, 86% from Jiangxi Normal University.
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