Samuel Lai

*/*** ***** *******, *** Farm QLD ****

+61-400-***-***

adkp3a@r.postjobfree.com

Summary

As an intermediate accountant my responsibility is to prepare Financial Statements, Tax Returns and Activity Statements under my supervisor’s guidance. My current experience as a full-time public practice accountant is around 3.5 years and 1.5 years accounting administrative work. I have currently completed two CPA units and expected to complete the professional exams within the next two years.

Education/ Qualifications

Master of Accounting (2017)

Griffith University, Nathan Campus

Bachelor of Business (2013)

Queensland University of Technology, Gardens point campus

Major in Accounting

Minor in Professional Accounting Extension

Minor in Tax & Law Regulation Extension

Professional Body Membership

CPA ASA Membership Number: 9697879

Characteristics

An outgoing introvert.

Strong work ethics and diligent.

Passionate in accounting industry with a focus on continuous professional development.

A team player with strong individual skills

Accounting Work Experience

Intermediate Accountant – Since 10.2020

Qubik

Preparation of Financial Statements and

Tax Compliance (Company, Trust,

Partnership, Sole trader, Individual)

Use standardised electronic workpapers.

Assist other colleagues to provide

insight on flow charts regarding

standard procedures.

Assist senior accountants and manager

in ad hoc matters.

Junior Accountant – 07.2020 to 10.2020

Vault Accountants and Financial Advisers

Preparation and completion of

Individual Tax Returns for reviewer.

Assist bookkeeper to clear queries.

Note: From the start of the employment to

current (as on 08.09.2020), my role is to mainly

processing individual tax returns, to liaise with

clients from start to finish and have work

reviewed by the tax agent before the job

completion.

Junior Accountant – 01.2020 to 06.2020

White and Black Chartered Accountants

Preparation of Financial Statements

(Company, Trust, Partnership, Sole

trader, Individual)

Preparation of Tax Compliance

(Company, Trust, Partnership, Sole

trader, Individual)

Follow firm’s procedure and prepare

Xero Workpapers.

Note: Due to the restructure of the business, the

junior role was made redundant and a senior

accountant was subsequently hired.

Intermediate Accountant – 10.2019 to 12.2019

Empire Accountants

Preparation of Financial Statements

(Company, Trust, Partnership, Sole

trader, Individual)

Preparation of Tax Compliance

(Company, Trust, Partnership, Sole

trader, Individual)

Follow firm’s procedure and prepare

firm’s Excel Workpapers.

Note: First move to another public practice firm

and discovered my work experience remains a

junior level based on the firm’s standard.

Junior Accountant – 06.2018 to 10.2019

Muscillo Romano

Key contact for 41 client groups (Mostly

Sole traders and Trust entities)

Preparation of Financial Statements

(Trust, Partnership, Sole trader)

Preparation of Tax Compliance (Trust,

Partnership, Sole trader and Individuals)

Assist with Tax planning advice

Advice on Corporate Secretarial

compliances when necessary

Liaise with Australian Taxation Office,

Australian Securities and Investments

Commission.

Minor business structuring advice

including ordering relevant documents

and relevant registrations applications

Xero training for clients

Assist manager in training

Internship/Work Experience students

Graduate Accountant – 09.2015 to 06.2018

Muscillo Romano

Assist senior accountants with simple

financial statements and tax compliance

Preparation of simple activity statements

Manage on clients’ corporate secretarial

compliance

Liaise with ATO and ASIC.

Ordering of company/trust and relevant

registrations applications.

Auditing Work Experience

Audit Assistant

V.M.Lai & Co (Malaysia)

Assist auditor to test various financial

documents and reports for accuracy and

compliance

Assist auditor to verify compliance on

tax reconciliation

Stocktake analysis

Note: This is a vacation work during each year’s

Christmas break for my family since 2016.

Audit Intern – 08.2010 to 01.2011

Ernst & Young (Malaysia)

Maintaining filing cabinets

Liaise with clients and organise clients’

current and previous year files

Retrieve previous year financial

information for audit work prior to

meeting clients.

Prepare necessary documents prior to

stocktake analysis

Analyse sales invoices and purchase

vouchers and perform a summary report.

Note: References will be available upon request.

Contact this candidate