Senior Tax Consultant

• Jul 2022 - Present

Tax Consultant

• Jul 2020 - Present

Tax Advisory Graduate

• Apr 2019 - Present

Findex is an integrated financial services firm with an international network of strategic financial advisers supporting small businesses via a full suit of financial services including consultancy, insurance, risk, accounting, investment and financial planning.Achievements- Chartered Accountant (CAANZ) - June 2022- Diploma in Taxation (EYDT) - March 2020- Aspiring Leaders Program - December 2019- Assisting clients with compliance for various tax types including GST, PAYE, NRWT, RWT and FBT- Preparing income tax returns and tax balances for inclusion in financial statements - Providing clients provisional tax advice- R&D tax incentive scheme and R&D tax loss cash out applications- Cryptocurrency tax (NZ)- FIF investment fund calculations- Maintenance of client fixed asset registers- Researching, analysing and applying statutes, case law and other relevant materials for the purposes of drafting tax effective advice and solutions to corporate and individual clients

Future Leaders Programme

• Dec 2018 - Mar 2019

Instore Sampling

• Nov 2018 - Nov 2018

Instore sampling for Bundaberg across supermarkets in Auckland for their 2018- 2019 summer ad campaign. Food & Grocery Council: Safe in-store pass Instore sampling for Bundaberg across supermarkets in Auckland for their 2018- 2019 summer ad campaign. Food & Grocery Council: Safe in-store pass

Student Ambassador

• Feb 2017 - Nov 2018

The CPA Australia Student Ambassador Program is designed to support and empower students to share information relating to CPA Australia, professional membership and careers in accounting, finance and business within their peer networks. Each ambassador acts as a liaison between CPA Australia and university students.Achievement: Finalist for the 2017 CPA Off Court Challenge case competition.• Promote the CPA Australia global student network• Assist at CPA Australia events and lecture presentations on-campus and externally• Distribute promotional material and promote on-campus events for students

Finance Administrator

• Feb 2018 - Sep 2018

- 24 hours per week, fixed term - Accurately maintained all financial systems using Xero and Smart Payroll- Ensured compliance with the internal financial control procedures- Implemented and reviewed financial systems to ensure continuous improvement in service delivery - Provided information for budget managers as required- Prepared information for year-end accounting and audit purposes as required- Issued sales invoices as required by budget managers- Processed all receipts including grants, invoice payments and sales on Xero- Reported and pursed outstanding debtors weekly- Maintained and reconciled credit card payments, petty cash and floats- Prepared fortnightly payroll on Smart Payroll for all staff- Prepared GST returns- Ensured that the gallery's bank accounts are effectively managed and that cash flow forecasts are produced- Managed the gallery's investments with the help of independent advisors

Sales Assistant

• Nov 2013 - Mar 2018

Furniture and Homeware business that is NZ owned and operated. Achievements: Part of the team that won Top Shop Home Category Award 2015- Key holder- 16 Hours a week- Restocking the sales areas- Managing the till - Processing Q card sales- Greeting and assisting customers in the selection and purchase of items- Handling customer complaints in a professional manner - Organising and ordering lounge suites and furniture for customers Furniture and Homeware business that is NZ owned and operated. Achievements: Part of the team that won Top Shop Home Category Award 2015- Key holder- 16 Hours a week- Restocking the sales areas- Managing the till - Processing Q card sales- Greeting and assisting customers in the selection and purchase of items- Handling customer complaints in a professional manner - Organising and ordering lounge suites and furniture for customers

MATES Programme

• May 2016 - Nov 2017

Working in the MATES Programme for the Great Potentials Foundation who addresses the underachievement in education of a large minority of disadvantaged youth in New Zealand. Providing academic mentoring and NCEA Level 3 tutoring to students attending low decile schools to target them at the pivotal transition point from secondary school to further education, training or employment.In 2017 I mentored and tutored 2 year 13 students from Manurewa High School in NCEA health, geography, english and maths.In 2016 I mentored and tutored a year 13 student from Manurewa High School in NCEA statistics, economics, and accounting.

Career Leader

• Mar 2016 - Oct 2016

- Operating the Business School Careers drop-in centre- Reviewing student CVs, cover letters, application forms and LinkedIn profiles- Utilising oral communication skills to provide constructive feedback in customer service oriented role-Volunteer at 2016 course and careers dayAchievement: Received a Bronze Level Leadership & Service Award in 2017 from University of Auckland to recognise the work I have done as a Career Leader.

Tutor

• Aug 2016 - Nov 2016

I tutored a year 13 student from Ormiston Senior College in NCEA Level 3 accounting.I prepared revision questions for the student and simplified each topic's content to further enhance the student's understanding. I tutored a year 13 student from Ormiston Senior College in NCEA Level 3 accounting.I prepared revision questions for the student and simplified each topic's content to further enhance the student's understanding.

Passport to Business School Programme

• Jul 2015 - Oct 2015

- Selected for this programme- Completed intensive weekly career workshops, group sessions, reflective logs and complete individual activities- Speed networking events to practice skills gained from the programme- Interview simulation with industry professionals - Selected for this programme- Completed intensive weekly career workshops, group sessions, reflective logs and complete individual activities- Speed networking events to practice skills gained from the programme- Interview simulation with industry professionals

Activate Leadership Programme - Logistics Team Leader

• Mar 2015 - Jun 2015

The Activate Leadership Programme run by AIESEC Auckland, this involved creating an event for an issue within New Zealand, where we could create tangible and sustainable change. With a team of 14 other students, we orchestrated an event about child poverty in New Zealand. Our goal was to create an event that was engaging, and could shine a new light on an issue that is clear and prevalent to many. The intention was to allow people to have a micro-experience of what it might be like to be put in these children's shoes, and to remove the stigma of how difficult it may seem to come out of poverty. With this goal in mind, we created our event called: Escape Poverty. This involved a 'game of life' activity where participants were put into groups and asked to make decisions based on their income, family situations and both social and financial difficulties that arise. We also orchestrated an activity where we provided a variation of 'school lunches' to the audience and displayed how 1 in 4 children living in poverty may not get nutritious lunches in order to facilitate discussion. In order to create a tangible, long running effect, we held a can drive in order to raise funds for KidsCan. Achievement: Won Best Event AwardMain tasks and responsibilities include: • Working with other functional teams in order to reach the same goal. • Innovate workshops and activities. • Logistical planning – including creating run sheets, managing behind-the-scenes of the event, directing and moving volunteers. • Writing proposals and presenting ideas to externals.