Siyuan (Peter) Pu Email & Phone Number

Fairfax, Va, Us

Wakefield, Massachusetts, United States

• Worked through the 10/15 deadline and assisted in preparing individual tax returns Form 1040s.

Dedham, Massachusetts, United States

• Reconciled trial balance and prepared tax returns Form 1065, 1120s, and 990.• Provided overall corporate client support.

Melbourne, Victoria, Australia

• Organized a portfolio of twenty-nine clients, preparing year end tax planning, annual financial statements, and tax returns for companies, trusts, partnerships, and individuals.• Provided guidance and training to junior team members through job delegation, review, and feedback.Trained three new joiners and provided ongoing support.

Melbourne, Victoria, Australia

• Worked closely with client managers to manage a portfolio of clients. • Prepared year end tax planning, annual financial statements, and tax returns for companies, trusts, partnerships, and individuals.

Melbourne, Victoria, Australia

• Maintained a portfolio of twenty clients and managed bank reconciliations, payroll, super, and accounts review.• Prepared ATO lodgment including IAS, BAS, Super Guarantee charge(SGC), Taxable payment annual report (TPAR), and tax returns for company, trust, partnership, individuals.• Performed year end tax planning and capital gains tax calculation.• Liaised with the Australian taxation office relating to lodgment and remission of interest and penalty.

Epping, Victoria, Australia

• Prepared yearly financial reports and company tax returns and analyzed monthly business performance.• Managed monthly accounts receivable, accounts payable, reconciliation of accounts, payroll, and superannuation.

Preston, Victoria, Australia

• Dealt with daily sales and purchases, monthly accounts receivable, accounts payable, and reconciliation of accounts.• Processed weekly payroll and quarterly super through ATO super clearing House• Prepared quarterly BAS for external accountants

Brunswick, Victoria, Australia

• Oversaw paperwork daily, picking slips, purchase orders, customer service, and organized stock level.

Master Of Science In Taxation, Taxation, 3.96

Activities and Societies: Awarded the Samuel Wolpe/MAPA Scholarship in Spring 2024 for academic achievement. A member of the Chinese.

Bachelor Of Commerce (B.Com.), Accounting And Finance

Education record