Customer Service Accounting

Jacqueline Sun

*/*** ******* ******, *** Hill North, VIC, 3129

Mobile: 045*******

Email *************@***.***

Employment History

MS Australia Sydney (NSW) - Accounting officer

April 2017- current

Responsibilities:

Receive, register, verify and process all invoices and ensure transactions are correctly recorded

Maintain and reconcile General Ledger accounts

Monitor and review accounting and system related reports for financial accuracy and completeness

On time billing invoices distribution and follow-ups for payments

Banking transaction by manual and online (cheque deposits, cash receipt, payment transfer)

Review and prepare daily journal vouchers for all expenses with all supporting documents

Checking/reviewing of journal vouchers for correctness and proper approval

Monitor and maintain petty cash

Keeping up to date record of all accounting transactions

Establish, maintain and coordinate the implementation of accounting and accounting procedures

Ensure accurate and appropriate recording and analysis of establishment expenses

Financial reporting and audit preparation and coordinate the audit process

Achievements:

Help finance team to maintain new TechOne software to ensure that it can run without error

Consistently exceeded monthly production targets and maintained an excellent work record

Able to working independently with little supervision

Able to communicate with all level of HR staff and Finance staff effectively

Etax Accountant (QLD) - Graduate tax accountant (contract role)

June 2016-August 2016

Responsibilities:

Preparing and assessing tax returns for individual tax payers through the organisation’s internal web-based system

Effectively liaising with peers and external agencies (including the Tax Office) to assist with client queries

Responsible for income discrepancy audit

Handle customer dissatisfaction

Maintain the financial and management accounting systems and procedures

Assist in financial planning and tax return analysis

Maintaining the Tax Agent Portal by updating details and adding and removing clients where appropriate

Reviewing and formulating non-lodgement advice to clients

Achievements:

Improved customer perception of the organisation as a tax accountant by producing accurate work, resolving near misses and providing an exceptional level of customer service at all times

Client retention

Adhered to all governing guidelines and ensured that all tax compliance requirements were met as required by the Tax Office

MS Australia Sydney (NSW) - Payroll officer

April 2014- April 2016

Responsibilities:

Processing fortnightly and monthly payroll, ensuring timely payment of salaries and entitlements for 300 employees

Assisted the Payroll Manager in head office with fortnightly and monthly payroll and payroll reports

Processing leave maintenance & allowance reimbursement

Data entry

Data checking

Updated employee records, including new hires, terminations and changes of address

Responsible for general office and admin duty

Achievements:

Help HR and finance team to test new TechOne software to ensure that it can run without error

Consistently exceeded monthly production targets and maintained an excellent work record

Able to working independently with little supervision

Able to communicate with all level of HR staff and Finance staff effectively

Education & Training

Master of Accounting - Macquarie University, NSW

(2013-2015)

Academic Award

2014: Commenced CPA program with distinction in Ethics and Governance

2013: CPA scholarship recipient

2013: Top student award in the School of Business at Curtin University

Professional Affiliations

Passport member of CPA Australia

Social Activities

2014 Mayoral election for Willoughby (NSW)

-At the event of Willoughby Mayoral election. I was responsible for supporting Mayoral candidates to get votes from the public.

2013 Mentor of Mentors@Macquarie Program

-I was the Mentor for the Faculty of Business & Economics who is responsible for guiding and supporting first-year students through their transition to University

2013 Organiser of WACSA Perth (WA)

-I was responsible for organising speech and presentation events for other students and coordinating with professors from different countries, including the American ambassador.

2012 Organiser of Curtin University Student Guild (WA)

-I organised 2 Asian Days in Curtin University in which over 1000 students participated.

Referees

Chai Young Yang Chitra Solomon

Graduate tax accountant team leader Senior Payroll officer

Etax Accountant MS Australia

PO Box 6642 Northpoint Tower

Upper Mt Gravatt, Brisbane, QLD 4122 Level 26, 100 Miller Street, North Sydney, NSW, 2060

045*******-** 96460712

*********.****@****.***.** ******.*******@**.***.**

Familiar with my tax knowledge and customer service Familiar with my payroll experience

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