Experience

GENFOCUS

• Australia
• Accounting
• 1 - 100 Employee

• Client Services Manager (Business)

  • Aug 2022 - Present



Bonsella

• Australia
• Accounting
• 1 - 100 Employee

• Senior Consultant

  • Feb 2022 - Jul 2022

  Duties and responsibilities: • Preparation financial statements for the sole traders, companies, trusts, partnerships. • Preparation of tax returns for individuals, sole traders, trusts, partnerships, and companies. • Tax planning for clients. • Budgeting for businesses and non-profit organizations. • Cash flow forecasting for businesses. • Preparation of FBT Return. • Business valuation. Duties and responsibilities: • Preparation financial statements for the sole traders, companies, trusts, partnerships. • Preparation of tax returns for individuals, sole traders, trusts, partnerships, and companies. • Tax planning for clients. • Budgeting for businesses and non-profit organizations. • Cash flow forecasting for businesses. • Preparation of FBT Return. • Business valuation.



Gillespie Advisory

• Australia
• Accounting
• 1 - 100 Employee

• Senior Accountant

  • Jul 2012 - Feb 2022

  Duties and responsibilities: • Preparation and review financial statements for the sole traders, companies, trusts, partnerships. • Preparation and review of tax returns for individuals, sole traders, trusts, partnerships, and companies. • Tax planning for clients. • Budgeting for businesses and non-profit organizations. • Cash flow forecasting for businesses and non-profit organizations. • Preparation business activity statement (BAS) return, PAYG withheld variation, • Preparation bank reconciliation and adjustment entries, MYOB, XERO, QuickBooks, Reckon reconciliation and adjustment. • Preparation of FBT Return. • Applying Australian taxation law and accounting standard. • Tax effective solution and creative taxation strategy. • Directly and indirectly consulting with clients regarding with their taxation issues. • Research tax legislation, relevant case, tax office interpretation, federal court view. • Managing over 100 clients. • Managing, supervision and technical training to junior accountants. • Managing over 200 accounting MYOB, Xero and QuickBooks subscriptions for clients. Achievements: • Successfully applied tax law to achieve tax effective outcome for clients. • Successfully analyzed the financial statement and tax position of the clients and assisted them current tax effective outcome and future tax saving and capital growth. • Various occasions successfully amended tax returns for new clients which reduced the tax payable and increased the tax refundable for clients. • Completed a range of training offered to accountants by the office including: income tax, capital gain tax, fringe benefit tax, MYOB, Xero, QuickBooks and MS excel.



Bolin Accountants

• Australia
• Accounting

• Accountant

  • Aug 2008 - Jul 2012

  Duties and responsibilities: • Preparation of tax returns for individuals, sole traders, trusts, partnerships and companies. • Preparation financial statements for the sole traders, companies, trusts, partnerships, • Preparation business activity statement (BAS) returns, PAYG withheld variation, • Preparation bank reconciliation and adjustment entries, MYOB reconciliation and adjustment. • Preparation superannuation fund tax returns, financial statements, member statements, investment reports, disposal of investments, ETP, pension payments through the BGL Simple Fund. • Applying Australian taxation law and accounting standard. • Tax effective solution and creative taxation strategy • Directly and indirectly consulting with clients regarding with their taxation issues. • Research tax legislation, relevant case, tax office interpretation, federal court view. Achievements: • Successfully applied tax law to achieve tax effective outcome for clients. • Successfully analyzed the financial statement and tax position of the clients and assisted them current tax effective outcome and future tax saving and capital growth. • Various occasions successfully amended tax returns for new clients which reduced the tax payable and increased the tax refundable for clients.



Paul Clark CPA

• United States

• Accountant

  • Sep 2007 - Aug 2008

  Duties and responsibilities:• Preparation tax return for individual clients, trusts and small businesses.• Preparation of financial statement for the company, business activity statement (BAS), bank reconciliation.• Preparation SMSF tax return, financial Statement, member statement, investment reports, and disposal reports.• Input journal entries in entries and adjustment entries in BGL (Simple Fund), • Preparation of general budget for clients and analyses financial position.• Administrative work within office environment and dealing with clients and MYOB software registration office and Australian Tax Office.Achievements:• Successfully completed three-month training offer to graduate accountant.• Learned to prepare tax returns and financial statements.• Learned to prepare SMSF tax returns, financial statements, and disposal the assets in super fund, superannuation tax law.• Learned to input data in BGL Simple Fund, Accounting Software.• Developed my ability to applied tax law and accounting standard.

• Graduate Accountant

  • Sep 2006 - Aug 2007