Hok Yung (Matthew) Lee
Liverpool,United Kingdom
Summary
Dedicated tax assistant with expertise in personal tax compliance at a leading accountancy firm. Proficient in self-assessment tax returns, capital gains tax, and managing complex client portfolios. Demonstrated ability to meet tight deadlines while ensuring high accuracy. Seeking a tax semi-senior or tax assistant role to enhance technical skills and advance in the tax field.
Overview
6
6
years of professional experience
1
1
Certification
Work History
SSC tax assistant
BDO
Liverpool
03.2022 - 01.2026
Personal Tax
- Preparing & drafting personal tax returns and support Local office such as SA100, OPTC, Partnership, Birmingham medical and Trust case
- Dealing with ad hoc case with the manager
- Prepared rental income calculations, double tax relief claims, and other supporting schedules
- Dealing with a large and complex portfolio and Capital Gain Tax case
- Reviewed work prepared by junior team members and supported onboarding of new starters
- Acted as a buddy/mentor within the team, assisting with training and development
- Regularly used CCH personal tax, CCH axcess and HMRC browser
- Drafting US Tax Return
Additional Experience:
- Secondment to Billing team, assist in the preparation of WIP and draft invoice using workday.
- Secondment to Audit support team, supported in preparing the calculation for financial report and used PDF & excel to check & mark on financial report
Audit Assitant II
Kingston C.P.A limited
Hong Kong
07.2020 - 09.2020
- Preparing the book keeping
- Checking and recording the financial report
- Preparing the financial report as per trial balance and cash flow
- Preparing the Hong Kong taxation calculation
- Sending email and communicate with the client
Education
Master of Science - Accounting and finance (pass)
Swansea University
Swansea, SWA01-2019
Bachelor of Science - Business Management (2.2)
Swansea University
Swansea, SWA01-2018
Skills
● Personal Tax (Self-Assessment – SA100, Partnership and Trust SA900)
● Capital Gains Tax (CGT)
● Double Tax Relief & Rental Calculations
● CCH Personal Tax & CCH Axcess
● Bookkeeping
● Microsoft Excel, Word, PowerPoint and PDF
●Team Support
Certification
Tax Hub : Hub star - Preparer of the year 2023/24
Languages
4,B2,6,C2,3,B1
Languages
English
Chinese (Cantonese)
Chinese (Mandarin)
Timeline
SSC tax assistant
BDO
03.2022 - 01.2026
Audit Assitant II
Kingston C.P.A limited
07.2020 - 09.2020
Master of Science - Accounting and finance (pass)
Swansea University
Bachelor of Science - Business Management (2.2)
Swansea University