Jingjiao Ni
Accounting And Taxation
Shanghai
Overview
6
6
years of professional experience
7
7
years of post-secondary education
Work History
Tax Consultant
HLB Mann Judd
Melbourne, VIC
02.2019 - 02.2021
- Provision of taxation consulting advice as directed (e.g.private ruling application);
- Assistance with tax structures and planning recommendations and implementation;
- Furnished taxpayers with sufficient information and advice to facilitate correct tax form completion;
- Interviewed clients to obtain additional information on taxable income, deductible expenses and allowances;
- Delivered comprehensive tax documentation required for accurate individual and corporate returns; and
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
Tutor
Linghang Education
Melbourne, VIC
11.2018 - 08.2019
- Planned lessons for allotted time to strengthen accounting and finance subjects and build skills;
- Coached and mentored junior tutors on successful teaching strategies and time management;
- Drilled students on subject matter and used flashcards and writing techniques to improve recall;
- Develop innovative teaching materials that utilises current and emerging technologies for use in the classroom;
- Supervise and monitor the progress of students; provide consultation to students;
- Provide or recommend learning support activities for students not academically progressing as expected in classroom and refer or liaise with Academic Learning Support Unit as required; and
- Conduct scholarly activities relevant to teaching and learning or to discipline.
Financial Advisor
China Construction Bank
Shanghai
07.2013 - 07.2016
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes;
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives;
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and commit to building successful company;
- Partnered with local organizations to provide specialized financial planning support to diverse populations with unique needs.
- Monitor and ensure client satisfaction;
- Identify accounts at risk and create a plan to ensure revenue and client retention; and
- Conduct product training for clients.
Education
Master of Arts - Master of Professional Accounting
Monash University
Melbourne 02.2017 - 12.2019
Bachelor of Arts - Public Relations And Interpersonal Communication
Suffolk University
Boston 07.2012 - 12.2012
Bachelor of Arts - Teaching Chinese As A Foreign Language
Shanghai University of International Business And
Shanghai 09.2009 - 06.2013
Skills
Good organizational, presentation and interpersonal communication skills
Sound knowledge of the financial services industry with accounting background
Excellent analytical and problem solving skills
Oral and written fluency in English and Mandarin
A good team player
Timeline
Tax Consultant
HLB Mann Judd
02.2019 - 02.2021
Tutor
Linghang Education
11.2018 - 08.2019
Master of Arts - Master of Professional Accounting
Monash University
02.2017 - 12.2019
Financial Advisor
China Construction Bank
07.2013 - 07.2016
Bachelor of Arts - Public Relations And Interpersonal Communication
Suffolk University
07.2012 - 12.2012
Bachelor of Arts - Teaching Chinese As A Foreign Language
Shanghai University of International Business And
09.2009 - 06.2013