Juleda Hoxhallari CPA

Client Manager (Tax) at Enspira Financial
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Contact Information
us****@****om
(386) 825-5501
Location
Melbourne, Victoria, Australia, AU
Languages
  • English -
  • Albanian -

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Credentials

  • Registered Tax Agent
    Tax Practitioners Board
    Sep, 2016
    - Nov, 2024

Experience

    • Australia
    • Accounting
    • 1 - 100 Employee
    • Client Manager (Tax)
      • Jul 2015 - Present

      Working with a team that empowers one another with the confidence to express our opinions and to learn through a process of continual improvement. We work as a team to achieve the best outcomes for our clients, and strive to support this with meaningful and constructive two way communication. We treat people with respect and seek to build trusted relationships both within our business and our clients. Our focus and aim is to be there for our clients every step of the way and assist them with their tax planning, business succession, structuring and other taxation and business needs and be a part of their growth. Taking a holistic approach in providing comprehensive advice to our clients operating in a wide range of industries.

    • Australia
    • Non-profit Organizations
    • 100 - 200 Employee
    • Event Volunteer
      • Aug 2012 - Present

      Volunteering at different charity fundraisers in both Melbourne and Sydney to raise funds for the seriously ill children. Some of the annual fundraisers we hold include Five Chef Dinner, Star Ball, Colour Run, Starlight Day etc.

    • Starlight Express Room Volunteer
      • Dec 2013 - 2015

      Lighting the lives of seriously ill children.The Starlight Express Rooms are a medical free haven for sick kids and their families seeking a welcome break from the relentless cycle of medical treatments and procedures. It’s the place to get down to the serious business of having fun!Illness shouldn’t define a child, so our Starlight Express Rooms are medical free zones - no treatments or medical talk are allowed.Run by Captain Starlight and many wonderful volunteers, the Starlight Express Rooms are unique spaces filled with laughter, smiles, fun people and enjoyable activities.

    • Senior Accountant
      • Apr 2014 - Jul 2015

      At Grimsey we work with our clients to help them create, manage and protect their wealth, no matter what stage of life they were in. Taking into account the individual circumstances and the unique goals, we would strive to design a complete financial blueprint that would guide us as in securing the financial position now and build the future wealth for our clients. Key responsibilities included: Establishing the client base, building and maintaining client relationship; Preparation of Business Activity Statements, tax planning, cash flows and future projections and other non-compliance work; Preparation of financial reports and tax returns for a wide range of clients mainly for the medical industry; Advice in business structure set up for the clients and assisting in setting up; Due Diligence for business takeovers and mergers with international companies; The majority of the client base was in the medical industry even though we had other non-medical clients.

    • Australia
    • Accounting
    • 1 - 100 Employee
    • Senior Accountant
      • Jan 2008 - Apr 2014

      Preparation of financial reports and tax returns for a wide range of clients operating in different structures i.e. sole traders, partnerships, trusts, large and small proprietary companies and superannuation funds. Liaising with clients, Government departments and providing advice and assistance in resolving critical accounting and tax issues on a regular basis. Preparation of Fringe Benefit Tax Returns, Division 7A Loan Agreements, Business Activity Statements and other compliance work. Research on tax legislation for various topics such as margin scheme, estate planning and self managed super fund governance. Facilitate in-house training for fellow accountants on a wide range of tax subjects. Oversight and assistance to other staff members.

    • Teaching Assistant
      • Mar 2009 - Oct 2009

      Assisting lectures in the tutorials to year 1 students; Assisting students with their tutorial lectures outside of tutorials and lectures in designated classrooms; Assisting lectures in the tutorials to year 1 students; Assisting students with their tutorial lectures outside of tutorials and lectures in designated classrooms;

Education

  • CPA Australia
    CPA
    2010 - 2013
  • RMIT
    Bachelor of Business, Professional Accountancy
    2006 - 2009
  • Tax Practitioners Board
    Registered Tax Agent, Tax
    2016 -

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