Nelson Chan Email & Phone Number

Melbourne, VIC, AU

Melbourne, Victoria, Australia

Melbourne, Victoria, Australia

Melbourne, Victoria, Australia

Melbourne, Australia

500 Bourke Street, Melbourne

• Performed enhanced due diligence involving high levels of analytical works on individuals, trusts, and companies to ascertain foreign tax obligations to minimize tax evasion.
• Pioneered in the implementation of the OECD mandated Common Reporting Standards (CRS) that involves levels of collaboration between the intricate networks of functions within NAB.
• Led the task of establishing communication with all of NAB’s high value customers via collaboration with 1200 senior business bankers across Australia. Successfully accomplished the task two weeks ahead of dateline.
• Established work processes and work instructions to help CRS team run more smoothly and effectively.
• Performed enhanced data comparison between FATCA and CRS to scope out process and recording errors.
• Worked and performed alongside a diversified team of members with varied skills and backgrounds through some turbulent and uncertain periods due to the nature of implementing a new regulation that involves all of NAB’s.

• Book Keeping Recording business transactions Organising data for accountant
• Delivery Pickup and delivery of stock to the mechanic
• Excel Writing formulas and setting up cells for calculations Formatting numerical data in a visual and easy to understand manner

• ASV Partners was the first C.A firm that I had the privilege to work at to gain valuable experience. This was a certain step above the rest in my career, where professionalism in presentation is the upmost important..
• Using Handisoft program (HandiTax, HandiLedger and HandiRegister).Working with Clients
• Producing invoices with Time + Billing.
• Reconciling client bank details and shares with ClientPortal.
• Regular email contacts with client to update their tax situation and to see any adjustments that might be needed.Inputting data
• The firm had strict procedures so back tracking would be possible if a review was ever needed. This was done through Excel and ledger accounts.

Wantirna South

• Training workshops was provided in June of 2016. Processing Tax Return
• Processing Tax Return with the software called CCH iFirm.Working with Clients
• Producing invoices with excel spreadsheet and CCH invoicing system.
• Reconciling client bank details, shares and government offsets and Centrelink payments with ATO Portal.
• Conducting client interviews to obtain the necessary details.
• Inputting data and data entry.

Mt Waverley

• Processing Tax Return
• Getting Familiar with the program HandiTax, HandiLedger and HandiRegister.Working with Clients
• Producing invoices with Time + Billing.
• Reconciling client bank details and shares with ClientPortal.
• Sitting in during interviews.Inputting data
• Create spreadsheets and new templates for the business which will make the data entry process smoother (The business uses both computerised and manual data process, as they are moving towards a computerised system..

Bachelor’S Degree, Accounting, Major In Accounting (Completed)

Bachelor'S Degree, Biomedical/Medical Engineering (Incomplete)