Zhi Jian TAN

Corporate Advisory Professional | CA/ CFA Candidate | Ex- EY, IRAS | Final Year @ SMU (Accountancy & Finance) | Analysis of Equities, Valuation, Corporate Finance, Finance, Strategy, Advanced Taxation, Real Estate

Singapore

About

Arranger | Restorative | Learner | Deliberative | Relator Past Reports indicate strengths in Individualization, Command and Activator traits. I am a final-year Accountancy and Finance student at SMU. I am interested in the financing of companies and high-value professional services, where I can combine analytical skills, attention to detail and collaborative teamwork to deliver value. My experience includes audit internships at EY and PKF-CAP, and a tax officer role at IRAS, giving me exposure to financial reporting, assurance, and taxation across diverse industries. Beyond technical expertise, I bring leadership experience as founder of a social mobility initiative, and a track record of thriving in inclusive, high-performance environments. I am looking to grow in opportunities related to Finance (Valuation, Equities, Real Estate), Tax, and Assurance.

Experience

  • Teaching Assistant at Singapore Management University
    Aug 2024 - Present · 2 yrs

    Teaching Assistant for: Finance (Professor Sam Phoen) Strategy (Professor Thia Sim Peng) Strengthened leadership, communication skills and stakeholder management capabilities to enhance delivery of classes Initiative, Needs Understanding and Anticipation: Understood professors’ expectations, allowing me to pre-empt and raise problem areas Effective Delivery: Prompt delivery of weekly deliverables to professors to enhance classes and resolved both professors’ and students’ expectations effectively Communication and Knowledge Sharing: Guided students with respect to their queries and broke down complex concepts to make simpler and intuitive to students, sometimes through alternative lens

  • Assurance Intern at PKF-CAP
    May 2025 - Aug 2025 · 4 mos

    • Executed variance analysis and account-level testing to identify anomalies, trends, and inconsistencies to determine the nature and extent of audit procedures required • Conducted substantive testing on key financial areas such as revenue, expenses and related party transactions • Communicated directly with clients to resolve audit queries and manage PBC lists • Drafted and cross-referenced findings on working papers in CaseWare for manager and partner review

  • Assurance Intern at EY
    May 2024 - Aug 2024 · 4 mos

    • Assisted in preparing audit planning materials, including risk assessments and materiality thresholds for clients • Verified accuracy and consistency of assumptions in the financials prepared by the entity • Independently executed Foreign Exchange reasonableness tests and related party transactions to ensure compliance with disclosure requirements • Updated audit working papers using EY Canvas, ensuring proper referencing and audit trail for final review

  • Tax Officer - Business & Income Tax at Inland Revenue Authority of Singapore (IRAS)
    May 2023 - Aug 2023 · 4 mos

    • Handled over 30 helpline calls or 50 LiveChat queries daily, consistently exceeding department KPIs • Professionally advised ~500 taxpayers on dual tax types and the relevant issues Meeting or exceeding department KPIs, advised taxpayers on compliance and clarified misunderstandings for taxpayers in a timely manner Needs Understanding of Taxpayers: Communicated and understood the needs of taxpayers who enquired with the IRAS for tax enquiries in a timely manner Ability to Adapt Quickly to Real World Conditions and On the Job Training: Faced incomplete taxpayer data and learnt the nuances of tax administration and enforcement practices through reviews and gained the ability to conduct independent evaluations under time constraints

  • Strategy & Research Advisor at Various Clinics
    May 2020 - May 2022 · 2 yrs 1 mo

    • Spearheaded projects in growth initiatives, keeping abreast of medical and financial regulatory requirements and changes in governmental policies and medical procedures, adapting to changing business environments • Led digital transformation initiatives, evaluating healthcare technologies and workflow automation opportunities while ensuring alignment with evolving medical regulations, financial compliance standards and government healthcare policies • Performed investment research and due diligence for potential expansion plans into foreign markets such as Malaysia and Indonesia, and virtual clinics to bridge a pertinent market gap