Senior Accountant

• May 2023 - Present

Managing Director

• Jan 2021 - Present

• Originate, develop, and execute innovative business strategies as a means to reach the goals of the board and shareholders. • Convey company policies and legal guidelines at all levels of the company and ensure compliance. • Forge trust relationships with shareholders, business partners, and authorities. • Govern all financial performance, investments, and other business ventures. • Define and delegate tasks to executives while providing tactical leadership and motivation to drive maximum performance. Show less

Sr. Accountant

• Jul 2022 - May 2023

Tax Accountant & Associate Partner

• Jun 2019 - Jul 2022

• Demonstrate expertise in generating accurate financial statements for a diverse client base of business entities, including companies, trusts, partnerships, and sole traders.• Obtain, review, and assess client information in order to prepare complex income tax returns for the above entities as well as individuals.• Create comprehensive Business Activity Statements (BAS), Installment Activity Statements (IAS); prepare Taxable Payments Annual Reports (TPARs) and various financial and business performance reports.• Monitor and maintain client adherence with established Australian taxation Office (ATO) reporting requirements.• Track, study, and manage all aspect of Goods and Services Tax (GST) as well as many other business taxes, which include FBT, PAYG, Fuel Tax Credits (FTC), Wine Equalisation Tax (WET) and Luxury Car Tax (LCT).• Deliver monthly management reports as well as conduct in-depth research and analysis into financial performance.• Partner extensively with multiple auditors while streamlining the full audit process.• Administer various accounts receivable and payable tasks as well as create payroll reports and all associated requirements and superannuation.• Formulate, establish, and monitor the budget and forecasts, confirming expenditures do not exceed the financial plan.• Execute periodic review, evaluation, and updating of accounting policies.• Examine and amend asset registers with depreciation calculations;• Deliver keen financial and taxation advice to clients while cultivating strong relationships with clients, internal staff, third-party suppliers, and stakeholders.• Bridge communications with key stakeholders, such as the Australian Taxation Office (ATO) and the Australian Securities and Investment Commission (ASIC).• Manage payroll activities for numerous and varied businesses, export payments files and ensure Single Touch Payroll (STP) compliance and reporting requirements. Show less

Assistant Accountant

• Jan 2019 - May 2019

• Achieved measurable success in acquiring and utilizing client information to prepare tax returns for a broad range of entities.• Produced and processed BAS, IAS documents, and FBT returns for clients as well as financial reports for business units.• Contributed extensively to tax planning and ad hoc projects.• Carried out the alignment of objectives with the ATO, ASIC, and other regulatory bodies.• Engaged with clients via phone and email regarding compliance matters, including corporations as well as trust and tax law obligations that were due; filed for extension of due dates, discussed and formulated strategies to support clients in complying with ATO and ASIC Audits and special requests.• Investigated, analyzed, and fully resolved critical technical issues when necessary.• Disseminated tax law information to clients as required.• Identified discrepancies in ledgers and accounts, detected the source, and corrected them. • Coordinated and managed payment and billing details of external service providers, contractors, and vendors. • Verified payments and deposits made through the company account and coordinated with the bank. Show less

Assistant Accountant

• Jun 2017 - Jan 2018

• Completed and handled tax returns for varied entities and individuals as well as processed BAS, IAS records, and FBT returns. • Delivered comprehensive financial reports, participated in numerous projects, and conversed with the ATO, ASIC, and other regulatory bodies. • Completed and handled tax returns for varied entities and individuals as well as processed BAS, IAS records, and FBT returns. • Delivered comprehensive financial reports, participated in numerous projects, and conversed with the ATO, ASIC, and other regulatory bodies.

Freelance Tutor - Accounting & Finance

• Mar 2014 - Dec 2015

Executive - Accounting, Banking & Compliance

• Nov 2012 - Jun 2013

• Received, analyzed, and inputted fixed income transactions on a company-wide basis for all products. • Liaised with the treasury front office, brokers, counterparties, F&A teams, and banks to confirm transactions were settled within the set deadline. • Examined and reconciled general ledger balances with SAP treasury reports as well as custodial statements with GL balances. • Positioned funds for Capex, OpEx, tax payments, and interbank transfers, including commercial paper investments, bond interest payments, and other charges related to bonds. Show less

Guest Services Officer

• Jun 2011 - Aug 2011