Yi Wei Email & Phone Number

Lidcombe, New South Wales, Australia

Sydney

Leadership • Led/supervised a team of 6 and performed team members’ performance review• Managed and controlled jobs dateline and obligation lodgement. Achieved and maintained an average lodgement rate over 80% with ATO for the last 5 years• Planned and job allocation to team member, monitored team member WIP and final review of jobs prior to client review and lodgement• Acted as a mediator/trainer of new team member.Client Management• Acted as the lead point of contact for all matters specific to the client account• Builded and maintained a strong and long-lasting customer relationship reflected in our high client retention. • Managed 300+ client portfolio including individuals, partnerships, companies, trusts and self- managed superannuation funds. Review account and liaise with client and other stakeholders on matter of tax affair & reporting obligations.• Maintained an open communication channel and ensured active collaboration amongst different stakeholders.Technical Experience • Hand-on 10 years+ practical experience in preparation of financial, tax return & management report for companies, trusts, partnerships, individuals & Self-Managed Superannuation Fund • Up to date with tax legislation.• Assisted in preparation of Statutory reporting - General Purpose Financial Statements for listed entities.• Quarterly Group consolidation, Including consolidation adjustment• Implemented internal control such as working papers and self-check list to be used within the organisation.• Tax & general advisory on daily business running such as compliance of employment regulation, payroll package calculation, leave payment calculation etc.• Various ad-hocs analysis and administration duties.

Education record

Bachelor'S Degree, Business/Commerce, General