Experience

• 

  Grant Thornton New Zealand Ltd

  • New Zealand
  • Accounting
  • 300 - 400 Employee

  • Director

    • Apr 2022 - Present

  • Senior Manager, Business Advisory Services

    • Apr 2018 - Mar 2022

  • Manager (Privately Held Business)

    • Oct 2015 - Mar 2018

  • Assistant Manager (Privately Held Business)

    • Apr 2014 - Sep 2015

  • Senior Accountant (Privately Held Business)

    • Apr 2012 - Mar 2014

    • Preparing senior level financial statements for clients with turnover up to NZD $50 million including big group with several entities. • Meetings with clients to discuss key issues arising during the year and tax implications dealt with while preparing the financial statements and tax returns.• Completing Inland Revenue Department returns such as Income Tax, Goods and Services Tax (GST), Fringe Benefit Tax (FBT).• Undertaking provisional tax calculations advising the client regarding their current tax position.• Attending to client queries from time to time and keep them informed about the recent tax developments and changes.• Providing support to junior staff members of the team.• Attending to queries from the Inland Revenue Department on behalf of the client.• Undertaking special projects requested by clients.

• 

  TransNet NZ Limited (Secondment from Grant Thornton)

  • Auckland

  • Group Financial Controller

    • Jul 2012 - Oct 2012
    • Auckland

    • Responsible for the companies’ in-house general accounting functions including statutory returns for New Zealand, Australia and Tonga branches and acted as the liaison with line managers in the areas of staff development, business communication, processes and other special projects as they arise.• Setting up internal control systems and procedures for all branches including New Zealand, Australia and Tonga.• Managing small finance team consisting of assistant accountant and accounts payables staff including reviewing their work and day to day functions. • Reviewing all foreign currency transactions and its treatment in Infusion Business Software.• Overview of creditors system including correctness of coding.• Establish and maintain company risk policies, ensure adequate insurance is in place, contract exposure is managed, contingency plan in place for major events. • Identified major tax implications resulting from operations between New Zealand, Australia and Tonga and resolved them.• Calculation of selected staff bonuses at agreed frequencies.• Maintain BAS resources and keep up to date in relation to specialist topics e.g. ACC, Kiwi Saver, IFRS, Australian employment rules, superannuation including Tongan Consumer tax requirements by liaising with necessary resources. • Provided regular updates to appropriate team members on progress and requests assistance/clarification as necessary

• 

  Staples Rodway Waikato LP

  • Hamilton

  • Senior Business Advisor

    • Aug 2008 - Sep 2011
    • Hamilton

    • Servicing clients in a diverse range of industries such as retail, manufacturing, hospitality, property investment, dairy farming, sheep and beef farming and Foreign Investments Funds and Portfolio Investment Entities investments. • Preparing senior level financial statements with cross referenced work papers for clients • Meetings with clients to discuss financial statements and tax returns.• Preparing monthly and quarterly management reports for clients usually involving cash flow reporting including identifying Key Performance Indicators including converting them into graphs and PIE charts for easy interpretation.• Reviewing tax returns prepared by colleagues.• Networking with other professionals including bankers, lawyers and consultants to improve knowledge and remain current on developments in areas which affect clients.• Completing Inland Revenue Department returns such as Income Tax, GST, FBT, PAYE and RWT returns.• Undertaking provisional tax calculations.• Providing tax advice to clients by researching answers and remaining current with tax developments and changes.• Mentoring, supporting and supervising newly employed Graduates, delegating work to Graduates and Advisers and reviewing the work when completed.• Liaising with the Inland Revenue Department on behalf of clients for GST audits and other IRD queries.• Assisting in designing work papers on Microsoft Excel for internal use in preparing annual accounts for clients. • Active member of the social club committee and organised all social events and work functions for the firm.

• 

  Management Accounting & Taxation Services Ltd

  • Hamilton

  • Accountant

    • Aug 2004 - Aug 2008
    • Hamilton

    • Prepared and reconciled general ledger, prepared monthly and annual financial statements, including generating monthly revenue and expenditure reports.• Monitored revenues and expenditures and ensured data was recorded in the company’s financial accounting system. • Calculated and prepare receivables; reconciled monthly accounts receivables and payables.• Prepared and filed all statutory tax returns for clients (GST, PAYE, individual and company income tax returns).• Liaised with the Inland Revenue Department to assist with and resolve and client queries and GST audits queries.