Experience

• 

  Kumeu Taxation Services Ltd.

  • Auckland, New Zealand

  • Accountant

    • Sep 2019 - Present
    • Auckland, New Zealand

     Developed and maintained relationships with customers. Maintained highly effective relationships with customers, understanding both their current and future service requirements. Arbitrated and appropriately managed high impact or high-profile issues when they were escalated. Formulated an appropriate service structure for customers. Dealt with high impact, complicated customer complaints. Financial responsibilities for customers: o Analysed and interpreted financial data. o Reconciled general ledgers, creditors, debtors, fixed asset registers. o Prepared financial statements in compliance with GAAP and NZFRS, for all types of business; i.e., sole trader, partnership, company or trust. o Fulfil statutory requirements. o Prepared GST and Income Tax Returns. o Compiled farming accounting statements. o Liaised with IRD on behalf of clients regarding tax and GST compliance issues. o Wage reconciliation for customers. o Prepared financial information for banks and other financial institutions. o Assisted clients with the use of MYOB Essentials and Xero accounting systems. o Installation of MYOB accounting packages with full training, set up chart of accounts, customise invoices and statements.

• 

  Holmden Horrocks

  • Auckland, New Zealand

  • Legal Accountant

    • Apr 2016 - Aug 2019
    • Auckland, New Zealand

     Maintaining on daily basis the Trust Account in accordance with all Law Society guidelines and rules. Responsible for receipts and payments for settlements and other trust related transactions. Responsible for full accounting functions, up to the financial statements and submit to the external Accountant.  Cash flow management and payment of suppliers. Preparation and submission of GST and PAYE returns. Provide interim management reports.  Prepare reports for Credit Control Committee, and act as secretary to the meetings. Assist Partners with Human Resource functions including advertising and interviewing prospective staff, drafting and placing advertisements. Prepared and electronic payment of employee salaries and wages.

• 

  QMS Media

  • Auckland, New Zealand

  • Accountant

    • Nov 2014 - Mar 2016
    • Auckland, New Zealand

     Preparation of monthly performance and financial reports for three entities, to corporate head office in Australia. Preparation of annual budgets. Monthly forecasting to management. Monthly staff & half monthly promoter payroll management and PAYE payments. Bi Monthly GST Returns. Credit management of existing debtors. Cash flow management & payments of suppliers. Investor management and communications Liaison with auditors, both internal and external. Financial assistance and reporting to the Managing Director. Financial analysis and support for all team members.  Responsible for the full accounting function, up to the financial statements.

• 

  Quantum CA Ltd

  • Auckland, New Zealand

  • Accountant

    • Dec 2013 - Mar 2014
    • Auckland, New Zealand

• 

  Croft & Associates Ltd

  • Auckland, Auckland, New Zealand

  • Accountant

    • Nov 2013 - Dec 2013
    • Auckland, Auckland, New Zealand

• 

  Kumeu Taxation Services Ltd.

  • Auckland, New Zealand

  • Accountant

    • Jul 2013 - Nov 2013
    • Auckland, New Zealand

• 

  DCL Ltd. New Zealand

  • Auckland, New Zealand

  • Accountant

    • Feb 2013 - May 2013
    • Auckland, New Zealand

• 

  Apollo Accounting Ltd

  • Auckland, New Zealand

  • Senior Accountant

    • 2007 - 2012
    • Auckland, New Zealand

• 

  Soft Tech (NZ) Ltd

  • Auckalnd, New Zealand

  • Assistant Accountant

    • 2006 - 2007
    • Auckalnd, New Zealand