I came to Australia in 2005, from China, as an international student. After initially basing myself in Perth, I moved to Melbourne in 2007 and graduated from the University of Melbourne in 2009 with a Master’s degree in Accounting.
Having started my career in Audit at Ernst & Young China, I moved in to a Business Advisory role at Crowe Horwath Melbourne. As a graduate, I was really inspired by a couple of partners. They taught me how to satisfy your clients’ needs and build long term relationships with your clients. They also showed me how to balance their work and personal life. After a number of Crowe Horwath partners left to commence their own practice, Boss Private Clients, I choose to join them and became an integral part of their boutique accounting firm.
Whilst working here I specialised in business advisory and providing accounting and taxation services to private clients.
In 2015, I choose to become a member of The Tax institute. Among other things, I found that by become a member of a leading tax association it assisted me with services my clients better and I felt that by increasing my knowledge around tax, I would better position myself to give advice and guide our clients. I became a member of the Institute of Chartered Accountants Australia and New Zealand in 2014.
In 2015, I joined Grant Thornton’s Private Advisory division as an Assistant Manager. As an Assistant Manager I manage a portfolio of clients, delegate and review compliance work of junior staff, consult clients on tax matters and manage accounting and business aspects along with other duties.
Throughout my career, I have continued to work closely with a diverse base of clients, ranging from family groups, high net worth individuals and SME’s. The advice that I want to give to graduates is that to be a good accountant or tax adviser requires many skills besides accounting and tax knowledge. Soft skills are critical in your career development.
If you also with to join a membership focused organisation to assist you with developing your client skills and tax technical knowledge, visit taxinstitute.com.au/members for further information.