Accountant
Resume:
Samuel Lai
*/*** ***** *******, *** Farm QLD ****
***********@*****.***
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