Experience

• 

  Singleton Mercer Ltd

  • Chartered Accountant

    • Apr 2019 - Present

• 

  Thinkproject New Zealand & Australia

  • Auckland, New Zealand

  • Finance Manager

    • Aug 2021 - Sep 2022
    • Auckland, New Zealand

    - cashflow, budgeting, forecasting- month & year end reporting- year end Financial Statements- GST and Income Tax Returns- Sustainability Reporting- Human Resources, including writing & maintaining policies

• 

  Belmont Intermediate School

  • Auckland, New Zealand

  • Finance Officer

    • Oct 2015 - Apr 2019
    • Auckland, New Zealand

• 

  Norwich Properties Limited

  • Auckland, New Zealand

  • Management Accountant

    • Jan 2015 - Jun 2015
    • Auckland, New Zealand

    - Daily cashflow management and bank reconciliations for all group companies;- Responsible for Accounts Payable and Receivable, including processing in MYOB, arranging payment and collection;- Preparation of monthly GST returns and filing;- Processing weekly payroll and filing of monthly PAYE schedules;- Preparation of monthly management financial statements, including balance sheet item review and processing/releasing accruals as required;- Compilation of monthly workpapers and reconciliations for relevant items within the P&L and Balance Sheet;- Completion and submission of annual accounts and tax returns by 31 March deadline;- Responsible for income tax compliance and loss offset requests;- Annual return submission to Companies Office;- General accounting duties, including maintaining the accounting system.- Key point of contact for Inland Revenue Department on all taxation matters.

• 

  Consult Recruitment

  • Auckland, New Zealand

  • Recruitment Consultant - Professional Accounting Firms

    • Nov 2013 - Dec 2014
    • Auckland, New Zealand

    As a recruitment consultant, my role was to work alongside the very best people within Accounting Firms and assist them with the next step in their career. For some - this means moving within the industry to another accounting firm (perhaps at a more senior level) or for them to gain that first step into the commercial accounting sector.Unlike many recruiters, I worked selectively with the only the very best candidates in the market to find the best opportunities whether they were in commercial companies or accounting firms. Specialities: Recruitment – Professional Accounting Firms recruitment covering all levels and specialities (Audit, Tax, BAS), both permanent and contract.

• 

  KPMG New Zealand

  • Tax Manager, International Executive Services

    • Feb 2010 - Nov 2011

    My responsibilities in this role included:- Managing a team of approximately 10 tax professionals;- Review and, where necessary, improvement of IES team processes and systems- Working along side the IES Partner to create an IES team strategy and facilitate IES team building day - Staff management, including resource allocation, supervision and performance appraisals (including management of staff on performance improvement plans in conjunction with PPC)- Identifying and implementing team and individual action plans - Implementing and leading weekly IES team meetings- Managing IES team business development initiatives- Preparing and delivering on-going team training- Graduate recruitment manager – responsible for reviewing graduate applications, interviewing candidates in both Auckland, Christchurch, and Dunedin, and selection of successful candidates- Graduate induction camp – attending as a manager to lead new graduates in team building exercises over several days - Preparation, review, and submission of New Zealand individual tax returns for: o High net worth individuals o Corporate inpat and expat assignees o KPMG long term global mobility assignees- Conducting entry and exit tax briefing meetings with assignees- Providing tax advisory and planning advice to clients, including but not limited to: o Tax residence o Double tax agreements o Calculating withholding requirements for payroll o Employee share schemes o Latest Budget announcements- Preparing Requests for Proposals for KPMG global co-ordination offices- General account maintenance, including ensuring client compliance with tax obligations- Managing all aspects of client budgeting process, including initial setting of budget/fees, timely invoicing, WIP management and debt collection- Management of engagement/client acceptance risk compliance procedures

• 

  JLL

  • London, United Kingdom

  • UK Tax Manager (contract)

    • Sep 2009 - Oct 2009
    • London, United Kingdom

    My responsibilities included:- Preparation of the UK corporation tax returns;- Preparation and review of European entity quarterly reporting tax templates for US purposes, including undertaking a detailed review of both Current Tax and Deferred Tax balances to ensure compliance with Sarbanes Oxley;- Review of the return to accrual exercise for the European entities;- Preparation of the UK Group Amended Return;- Preparation of monthly management accounts for certain European entities.

• 

  OMNICOM MANAGEMENT EUROPE

  • London, United Kingdom

  • UK Group Senior Tax Manager / Project Manager

    • Jul 2002 - Apr 2008
    • London, United Kingdom

    My Senior Tax Manager responsibilities included:- Prepare and provide training sessions to UK Finance Directors on various tax issues, new processes and systems- Preparation, review, and submission of UK corporation tax returns, including annual review of UK/UK and cross border transfer pricing issues- Preparation and submission of UK Group Joint Amended Return- Preparation, review, and payment (where required) of all UK group tax payments, group relief allocations, and final tax accrual reconciliations- US GAAP reporting for the UK group, including: o Management of the year end process for current and deferred tax accounting o Compliance with FAS 109 and Sarbanes Oxley o Completion and/or review of UK – US reporting packs o Dealing with all queries raised by the US and auditors on a timely basis.- Completion of International Tax Data Collection Packs required to be prepared for US tax return filing purposes- Helping manage and maintain the relationship with the Group’s HM Revenue & Customs Inspector (Large Business Office), Tax Payments team (Scotland) and handling their general enquiries- Provide ad-hoc tax advice to agencies as and when required (e.g. withholding tax, VAT returns, employee/contractor issues)- Management of tax fee invoicing process, including communication of accruals and actual charges to the UK agenciesMy project manager responsibilities included:- Review of current systems and processes to identify and reduce risk areas (especially with regard to Sarbanes Oxley) and improve efficiencies- Ensure US and European taxation projects are successfully developed and implemented. This included working with: o Senior management to identify initiatives o Developers to design systems required o Test groups to identify glitches in systems (included User Acceptance Testing) o End users to provide necessary training and help throughout system implementation

• 

  KPMG

  • Dublin, Ireland

  • Senior Tax Consultant

    • 2001 - 2002
    • Dublin, Ireland

• 

  PwC

  • Auckland, New Zealand

  • Senior Tax Consultant

    • 1998 - 2001
    • Auckland, New Zealand

• 

  Spicer & Oppenheim Auckland (now BDO)

  • Auckland, New Zealand

  • Office Administrator

    • Mar 1995 - Aug 1997
    • Auckland, New Zealand

    Part time role while studying

• 

  Bank of New Zealand

  • Howick, Auckland, New Zealand

  • Customer Services Representative

    • 1993 - 1997
    • Howick, Auckland, New Zealand

    Part time role while studying