Experience

Temcare

• Australia
• Individual and Family Services
• 1 - 100 Employee

• Account Officer

  • Jan 2022 - Present



McLean Delmo Bentleys

• Australia
• Accounting
• 1 - 100 Employee

• Senior Accountant

  • Aug 2019 - Jan 2022



Zimsen Partners Pty Ltd

• Australia
• Accounting
• 1 - 100 Employee

• Senior Accountant

  • Jan 2015 - Jul 2019

  • Manage and oversee a diverse portfolio of clients including individuals and corporations with turnover up to $15 million – mainly in the Manufacturing, Trade, Property development industries. • Prepare Financial Statements for Companies, Trusts, Self-Managed Superannuation Funds, Partnerships, Sole traders & Deceased estate. • Prepare Income Tax Returns, Business Activity Statements, Payroll tax & FBT returns. • Conduct business consultancy – specializing in business & taxation planning including investment property, capital gains, business start up and super fund matters. • Identify, develop and execute business growth strategies for small businesses. • Perform book-keeping, assist in client Audits & liaising with the ATO on variety of matters. • Responsible in delivering tax update sessions and relevant industry training to fellow accountants.



H&R Block

• United States
• Retail
• 700 & Above Employee

• Tax Consultant

  • Jul 2014 - Jan 2015

  • Responsible in the Preparation of Individual & Sole Trader Income tax returns. • Analysis of taxation situations and plan business structures to help provide advice to taxpayers. • Maintain direct contact with clients including the attendance and running of meetings, phone calls, and email correspondence. • Responsible in the Preparation of Individual & Sole Trader Income tax returns. • Analysis of taxation situations and plan business structures to help provide advice to taxpayers. • Maintain direct contact with clients including the attendance and running of meetings, phone calls, and email correspondence.



EFUND MANAGEMENT COMPANY

• Fund Marketing Assistant

  • Jul 2007 - Mar 2010

  • Primary point of contact to customers worldwide on Asset management strategies and solutions. • Respond to portfolio management inquiries and solve customer grievances. • Responsible in the oversight of online customer database and conduct customer valuation reports. • Provide support services in marketing of new open funds during issue periods. • Primary point of contact to customers worldwide on Asset management strategies and solutions. • Respond to portfolio management inquiries and solve customer grievances. • Responsible in the oversight of online customer database and conduct customer valuation reports. • Provide support services in marketing of new open funds during issue periods.