Experience

• 

  Drumm Nevatt & Associates Limited

  • Howick, Auckland, New Zealand

  • BAS Manager / Accountant

    • Jun 2023 - Present
    • Howick, Auckland, New Zealand

    • Mentor team to meet their goals and firm goals• Promote quality processes, services and products• Communicate proactively with clients to really understand their needs• Monitor accuracy of work completed• Train team to develop their knowledge and skills• Mentor team members• Manage team performance• Provide backup to the Managing Director• Maintain overview of business performance

• 

  Laydodd

  • Senior Accountant

    • 2009 - Jun 2023

    Responsibilities:• Sole charge of a client list• Self managed workflow• Responsible for all aspects of client service from initial meeting to final accounts and tax returns• Ongoing contact and support to clients in various forms (face to face, email, telephone, post)• Investment tax issues including FIFs and PIEs • Maintenance of accounting software and computer systems for the practice• Xero certified advisor, Xero implementation certified, Xero payroll certified• Xero set up and implementation including training and support for both staff and clients• Xero maintenance including report writing and customised practice templates• Research tax issues and provide advice to clients both written and verbal• Keeping up to date with developments in tax legislation, court rulings and proposed changes• Planning and giving presentations to share technical knowledge and developments• Analysing business performance and providing advice• Advice on business start up and structuring• Reviewing and providing support for junior staff• Management reporting including budgets, advice and commentary• Cash flows and forecasts• Managing provisional and terminal tax requirements (assessments, reminders, estimates, planning and associated problems and issues)• Preparation of accounts for audit and providing advice and support during the audit process • Liaising with IRD on behalf of clients (audits, reviews, disputes, arrears and arrangements etc.) • Administration of document management and cloud portal system• General technical tax and IT support

• 

  Hargrave Accounting Limited

  • Accountant

    • 2006 - 2009

    Responsibilities:• Financial accounts and tax preparation to draft for Partner review• Coding and processing of bank statements and source documents• GST, FBT, Wages and PAYE preparation• Developing budgets and cash flow forecasts• Trust and Company administration• General business advice and support• Conducting audit engagements including planning and implementation with review by partner• Conducting review engagements for specific purposes (Ministry of Education, Real Estate and Grants etc.)