Experience

Findex

• Australia
• Financial Services
• 700 & Above Employee

• Senior Manager (Tax Advisory)

  • Jul 2020 - Present

  I am passionate in my role as a Senior Manager in the Tax Advisory team. Our team provides holistic advice for our clients across all areas of tax, which requires us to be well rounded and knowledgeable in all areas of the constantly evolving Australian taxation system.Our team assists our clients in the form of providing specialist advice on all tax matters including income tax, Capital Gains Tax, international taxation, employment taxes such as payroll tax and superannuation, the research and development incentive, GST, and state taxes. We work with all sizes and shapes of taxpayers and businesses, and in both domestic and international affairs.I have lived and worked with the Findex Tax Advisory team in Albury-Wodonga, Townsville, Adelaide and now Brisbane. In addition, I work with Findex|Crowe teams of all service lines across Australia including various regional offices across the Central West of NSW, Canberra and northern Queensland. Part of our role in the Tax Advisory team is educating our clients and the other teams within Findex. As such, I assist in preparing and presenting professional development sessions to our staff members, as well as to clients and external stakeholders. Of course, we are always working within our team to develop our junior team members through formal and informal learning and development. Personally, I am a technical specialist in:- Not-for-profits, charities and Deductible Gift Recipients- Research & Development- Income tax (including Capital Gains Tax)- Small businesses- Superannuation fund taxation- Superannuation guarantee obligations

• Manager (Tax Advisory)

  • Jul 2018 - Present

• Senior Consultant (Tax Advisory)

  • Aug 2015 - Jul 2018



PwC

• Professional Services
• 700 & Above Employee

• Senior Consultant

  • Feb 2011 - Jul 2015

  As a Senior Consultant in the Private Clients Tax & Accounting space, I managed the monthly, quarterly and annual tax and accounting obligations for my portfolio of approximately 20 clients, as well as annual tax planning consulting and assisting my clients with ad hoc queries for their groups, comprising of companies, trusts, foundations, superannuation funds and individuals. As a Senior Consultant in the Private Clients Tax & Accounting space, I managed the monthly, quarterly and annual tax and accounting obligations for my portfolio of approximately 20 clients, as well as annual tax planning consulting and assisting my clients with ad hoc queries for their groups, comprising of companies, trusts, foundations, superannuation funds and individuals.