Experience

Scott Partners

• Australia
• Accounting
• 1 - 100 Employee

• Client Service Manager

  • Sep 2015 - Present



Partners in Planning Australia

• Australia
• Financial Services
• 1 - 100 Employee

• Taxation & Financial Advisor

  • Jun 2010 - Sep 2015

  Supervise Financial Statements For Banking Covenants Business Budgeting Planning and Forecasting Accessing financial viability for future acquisitions Supervise Financial Statements For Banking Covenants Business Budgeting Planning and Forecasting Accessing financial viability for future acquisitions



BWW Accountants

• Australia
• Accounting

• Senior Accountant

  • Jun 2007 - Sep 2015

  Preparation of tax returns and financial statements for large entities, trusts and partnerships ($1mil to approx $10mil turnover) Completing tax returns for directors, beneficiaries or partners. Reconciling BAS’s lodged and annual payment summaries Preparing financial statements and tax returns for superannuation funds (from $300K to $15mil) Preparation of cash flow scenarios and possible opportunities to minimise tax. Compile superannuation strategies and other business models to better suit tax outcomes General practice management including training and mentoring and general day to day challenges.



David Hindle & Associates

• United Kingdom

• Junior Accountant

  • Jan 2003 - Jun 2007

  Preparing tax returns for individuals (from low income earners to $100K), Preparation of company, trust, partnership and sole trader tax returns and financial accounts (ranging from $50k to $4mil turnover). Preparing financial reports, whilst liaising with the client regarding preparation and completion of their tax affairs. Completion of business activity statements for clients Basic tax planning regarding preparation of interim figures for large clients ($10mil to $20mil+ turnover) Taking on the role to manage the IT department and looking after the terminal server to ensure minimal interruption throughout the work day Implementing new systems so that day to day processes were carried out uniformly so that the firm worked consistently to a high productivity level