Experience

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  RSM New Zealand

  • Auckland, New Zealand

  • Accountant

    • Jun 2015 - Jan 2021
    • Auckland, New Zealand

    Manage wide range of client portfolio including SMEs, Family trusts, Sole traders, Multinational clientsPreparing annual, periodical financial statements and complianceProducing GST, FBT and other tax returnsManaging work flow and ensuring that the jobs are completed within the set budgetReviews of client’s financial reports and accounting information providedManaging clients’ accounts and providing advices to clients regarding accounting and taxationissues, timely respond and resolve client queriesIntroducing accounting systems, advising and training clients on record-keeping and bookkeepingManage Tax pooling service for clientsLiaising with and building relationships with clientIRD queries & submissions, registrations and reconciliationsProviding technical support to junior and intermediate team members

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  C & A Chartered Accountants

  • Penrose, Auckland

  • Senior Accountant

    • Jun 2008 - Jul 2013
    • Penrose, Auckland

    Managing a diverse portfolio of clients from SME's, trust and partnerships to multinational entities and providing superior accounting and taxation services for client needs.Responsibilities:Preparation of management reports, annual financial statements, income tax returns, FBT returns, GST returns, PAYE, and RWT returns;Preparation of cashflows and budgeting;Reviewing provisional tax payments where necessary to ensure appropriate tax are paid;Identifying potential issues or opportunities in day-to-day work and raising theses with Partners;Identifying areas for possible improvement and suggesting these to Partners;Liaising directly with clients to respond to queries or provide information, as requested;Providing service to clients on client sites as requested from time to timeSupporting the promotion of the Firm in generating new clients and/or maintain existing clients, advising on appropriate accounting software packages including installation and training;Assisting Partners with reviewing files, completion of special assignments or projects as requested;Supervising, reviewing and coaching junior staff;Providing junior and intermediate team members with technical support;Participating in and contributing to team meetings

• 

  Horwath Poutsma Ardern Limited

  • Kerikeri, New Zealand

  • Compliance Manager

    • Nov 2005 - Oct 2007
    • Kerikeri, New Zealand

    Providing accounting and taxation services for client needs.Responsibilities:Preparation of financial statements for all entity types;Preparation of taxation returns (all types);Preparation of payrolls;Liaison with clients, Inland Revenue, and ACC;Assistance with tax tracking;Assistance with audits;Assistance with preparation of internal training; Assistance with supplementary secretarial services including:Client database maintenance;Company formation and maintenance;Trust formation and maintenance;Firm debtors and creditors;Preparation of fees;Banking and mail routines.