My passion and commitment is to consider my client’s business as if it were my own. I see this mindset as being critical in developing and maintaining genuine relationships with all key levels of an organisation to foster growth while managing the risks faced by the business.

James Lee
Audit and Assurance Principal

James Lee

Principal

Seeing his clients and team achieve goals is what brings James to work every day. He measures his success on those around him and whether they are doing well.

James is a multi-talented accountant and business adviser concentrating his efforts in the areas of accounting assurance and advisory. His career at PKF, started after a move from a Big 4 accounting firm, having established his skills and experience for over a 15-year period. James was initially tentative about leaving the Big 4, but having built the courage to make the move, his only regret is not doing it sooner.

Unusually, James began his time at PKF sitting in the Taxation team after a realisation by the leaders at PKF that many of our tax clients, needed more general and practical accounting advice. James played a key role in ensuring that our clients were offered the right service for them and that engaging a multi-disciplinary firm was beneficial.

He transitioned into the audit and assurance team with the same scope. Audit might be the foot in the door, but what James truly values is assisting clients with their business from not only a statutory assurance lens, but also through business process efficiency initiatives and data analytics. His key philosophy in business is focusing on building genuine and authentic relationships with his clients.

James has extensive experience in providing business advice to established Asian companies in Australia, along with international clients looking to invest into the Australian market. He is skilled in delicately managing cultural differences and as a result has strong networks with both international and local Asian business partners.

Recent examples of work include:
  • Project managed the accounting advice of a restructure and sale of a key business unit for a global telecommunications company
  • Managed and led various due diligence engagements for a Top 3 global steel manufacturer
  • Project managed global assurance engagements involving more than 50 entities in different countries
Qualifications and Memberships:
  • Bachelor of Business (Accounting and Finance) - University of Technology, Sydney
  • Honours in Financial Accounting
  • Member of Chartered Accountants Australia and New Zealand (CA ANZ)

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