Bio
Credentials
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Chartered Accountant
New Zealand Institute of Chartered AccountantsApr, 2014- May, 2026 -
Barrister and Solicitor of the High Court of New Zealand
New Zealand Law SocietyDec, 2011- May, 2026
Experience
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Lotto New Zealand
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Auckland, New Zealand
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Financial Accountant
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Nov 2015 - Present
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Auckland, New Zealand
- Assist with preparation of the half year and full year financial statements, including reviewing relevant accounting standards.- Preparation of the fortnightly payroll for head office staff (approx 225 people)- Preparation of the FBT, GST, PAYE and NRWT returns- Preparation of forecasting and monthly reporting to Treasury- Budgeting/Forecasting for payroll and capital expenditure - Contract Management and regular contract reviews for key vendors - Manage the capital expenditure process - Review the daily cash flow for investment decisions- Assistance with month end reconciliations to the general ledger
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Senior Consultant
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Sep 2014 - Nov 2015
- Accounting compliance work including preparation of financial statements for companies, trusts and individuals- Tax compliance work including preparation of income tax returns, GST returns and provisional tax- Xero reporting and maintenance of Xero ledgers- Preparation of client proposal documents, fee quotes and engagement documentation- Service of allocated clients - initial point of contact for various clients with regards to answering queries and providing information, responsibility for keeping in contact with these clients; and- Supervision of junior staff – delegation to junior consultants, graduates and interns, guidance of graduates and interns and review of graduates and interns work.
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Senior Tax Consultant
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Jun 2013 - Aug 2014
- Preparation and / or review of corporate and personal income tax returns;- Responsibility of day to day core income tax compliance including provisional tax, terminal tax, liaising with Inland Revenue and assistance with tax pooling intermediaries. Assistance with various other Income Tax applications including voluntary disclosures, and applying for certificate of exemptions on behalf of clients;- Preparation and review of year-end tax accounting for financial reporting purposes;- Technical research of corporate and individual tax issues;- Drafting of technical taxation advice and emails;- Service of allocated clients - initial point of contact for various clients with regards to answering queries and providing information, responsibility for keeping in contact with these clients and ensure they are on aware of the core income tax compliance deadlines; and- Supervision of staff – Delegation to junior consultants, graduates and interns, guidance of graduates and interns and review of graduates and interns work.
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Deloitte New Zealand
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Auckland, New Zealand
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Tax Consultant
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Feb 2011 - Jun 2013
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Auckland, New Zealand
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PwC
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Auckland, New Zealand
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Summer Intern
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Nov 2009 - Feb 2010
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Auckland, New Zealand
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Education
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2011 - 2014Chartered Accountants Australia and New Zealand
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2006 - 2010University of Auckland
Bachelor of Commerce (BCom), Accounting -
2006 - 2010University of Auckland
Bachelor of Laws (LLB) -
2001 - 2005Mount Roskill Grammar School
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