Manager

• Sep 2020 - Present

Manager to a client portfolio ranging from small business to medium/large business. Xero certified advisor, proficient in Myob & other accounting software

Accountant

• Sep 2016 - Sep 2020

Trainee Accountant

• Jun 2015 - Sep 2016

Accounting and taxation duties such as completion of individual tax returns including rental property schedules, share trading and small sole trader businesses, preparation of financial statements for sole trader and partnership business, completion of Business Activity Statements, coding and posting of bank statements, journal entries, bank reconciliation and petty cash balancing and posting to trial balance stage, completion of company, trust and partnership tax returns, admin support

Office Administration

• Dec 2013 - Sep 2016

Client services such as answering phones, making appointments and resolving queries, office duties such as letters, trust account management and reconciliation, mailing and banking, ATO correspondence and lodgements, accounting and taxation duties such as completion of individual tax returns including rental property schedules, share trading and small sole trader businesses, coding and posting of bank statements, journal entries, bank reconciliation and petty cash balancing and BAS completion.

Junior Accountant/Administration

• Feb 2009 - Dec 2013

First point of contact for clients; Office Administration duties such as answering phones, filing, scanning, making appointments, typing all letters & invoices, sending mail; Accounting duties include processing individual returns from client documentation provided, processing all other returns from drafts into software and typing financials and company secretarial; Extensive knowledge of Sage Handisoft accounting software and excellent Microsoft Word & Excel skills. First point of contact for clients; Office Administration duties such as answering phones, filing, scanning, making appointments, typing all letters & invoices, sending mail; Accounting duties include processing individual returns from client documentation provided, processing all other returns from drafts into software and typing financials and company secretarial; Extensive knowledge of Sage Handisoft accounting software and excellent Microsoft Word & Excel skills.

Junior Admin

• Feb 2007 - Feb 2009

Administration duties including answering phones, sending mail, typing letters, filing, trust account reconciliation, BAS preparation, processing of basic individual returns Administration duties including answering phones, sending mail, typing letters, filing, trust account reconciliation, BAS preparation, processing of basic individual returns