Pujan Tamrakar
Client Manager at Nexia Perth- Claim this Profile
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English Professional working proficiency
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Nepali Native or bilingual proficiency
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Old Newari Native or bilingual proficiency
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Hindi Professional working proficiency
Topline Score
Bio
Experience
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Nexia Perth
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Australia
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Accounting
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1 - 100 Employee
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Client Manager
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Apr 2022 - Present
Nexia Perth is a firm of action and our ‘delivering the promise’ mantra is simple: deliver on promises. A leading mid-tier accounting, financial services and consultancy organisation, we’re affiliated with Nexia International, the 9th largest global accounting network and home to some 667 offices, 245 member firms and total annual fee income of more than US$3.62 billion. Nexia Perth combines the safety and security of a traditional accounting firm with the progressive capabilities of a 21st Century financial advisory business. Our areas of expertise lie in three key areas: accounting, assurance and tax, business strategy and personal wealth, where we service clients by facilitating the management of their obligations, focus on the growth and value of their business and building of their personal wealth. If there’s one thing to know about Nexia Perth, it’s this: we’re committed to delivering freedom of choice and for clients, that’s what we deliver. We don’t partner from afar, we live the journey with you.
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Moore Global
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United Kingdom
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Accounting
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700 & Above Employee
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Senior Auditor
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Jun 2021 - Apr 2022
Moore Australia is a mid-tier accounting firm providing audit and assurance, taxation and business advisory services to its customers ranging from listed companies, large and medium private companies from various industries including agribusiness, biotechnology, education, energy, mining, renewables, local government, not-for-profits, techonology etc. Key Responsibilities: • Responsible for preparing audit plans, risk assessments • Incharge of audit teams at conducting audit tests procedures to verify accounts and transactions • Accountable at managing jobs and job budgets • Audit of financial statements and related disclosures • Prepare general purpose financial statements and required disclosure • Report, provide updates and managing direct relationships with the clients • Supervise, support, and mentor junior staff • Act as a contributive member of Data Analytics Iniative Committee
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Vivid Partners
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Australia
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Accounting
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1 - 100 Employee
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Practice Manager
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Nov 2020 - May 2021
Vivid Partners is an accounting and business advisory practice catering to small and medium-sized enterprises. It provides bookkeeping, financial reporting, and taxation services and has a total of six personnel team. Key Responsibilities: • Accountable for the accuracy of jobs undertaken by the practice including bookkeeping, payrolls, lodgement of tax returns, preparation and lodgement of various activity statements and preparing financial reports • Manage and be responsible for the team of 4 staffs and effectively organise several tasks simultaneously to ultimately meet the regulatory and individual deadlines for the clients • Provide consultation to clients on effective tax planning, risk minimisation and asset protections strategies, budgeting and forecasting • Appraisal and modification of operating processes and procedures of the firm as and when required, such as review of operational checklists, working templates, etc. • Responsible for the digital marketing of the firm including managing the official website, manage the firm’s Facebook and LinkedIn page, operate automated email marketing platform • In charge of the overall administration of the firm
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ATAX Accounting & Financial Services
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United States
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1 - 100 Employee
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Intern
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Sep 2020 - Oct 2020
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Supervisor
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May 2017 - Sep 2020
Dotless Property Services is a Department of Housing, WA subcontractor. With a work force of 16 people, it is involved in cleaning, ground maintenance and property maintenance services. Key Responsibilities: • Participate in discussions with clients regarding their requirements • Prepare rosters and assign teams to various tasks • Supervise the contracts performed • Inspect the contracts and authorise completion • Perform regular audits through site visits, to ensure quality is maintained
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HLB International
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United Kingdom
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Accounting
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100 - 200 Employee
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Audit Assistant Manager
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Aug 2013 - Feb 2017
P.L. Shrestha & Co., Chartered Accountants is a leading accounting firm in Nepal. Formed in 1978, the firm has 3 Partners and over 65 employees. It is a proud member of HLB International Group, since 2002. Key Responsibilities:• Discussion and preparation of audit plans and programs, with the audit managers and review partners – management team of 6 assistant audit managers and 2 managers.• Led a team of 4-5 auditors to effectively conduct assignments. Completed the field work, wrote the reviews and reported directly to the Partners.• Travelled away for 2-3 months at a time for remote audit client.• Managed and worked on, 3-4 clients at any one time. • Identify components of financial statements and prepare sample of items of income, expenses, assets and liabilities to be examined, by keeping in mind the relevant requirements of international standards on auditing• Supervise the preparation adequate documentation as per the requirement of the auditing standards, peer review board etc.• Represent the firm on organisational peer review.• Act as a focal coordination point between the clients, team members and partners.• Involve in discussion with review partners, audit managers and team members to finalize reports prior to their issuance. Also, provide suggestions to partners regarding matters to be communicated to the management and those charged with governance.• To ensure supervisors and review partners are reported on timely basis.Clients Audited• Standard Chartered Bank Limited• Shangrila Development Bank Limited – remote travel required• Om Finance Limited (Currently Om Development Bank Limited) • Etihad Airlines• NLG Insurance Company Limited • Nepal Insurance Company• Federation of Nepalese Chamber of Commerce and Industries• Commerz and Trust Bank Limited• NDEP Development Bank (Currently Merged with Deva Development Bank)
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Article Trainee - Audit
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Aug 2010 - Aug 2013
Under this program CA intermediate graduates are hired and given the opportunity to understand how the auditing industry functions. There were 15 trainees, teams of 5 allocated to each Partner.Key Responsibilities:• Report to the supervisor• Perform field work as per instructions• Provide input as per necessityClients AuditedStatutory audit (Basic procedures such as vouching and verification, documentation)• Nepal Bank Limited• Mega Bank Limited• Kailash Development Bank • Bank of Kathmandu• Machan Wildlife Resort Private Limited• Continental Group Private Limited• Rijal Tashi Industries
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Education
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CPA Australia Program
Certified Practicing Accountant, Accounting and Business/Management -
Edith Cowan University
Master of Business Administration International, Finance Specialization -
Purdue University
Postgraduate Degree, Data Analytics -
Institute of Chartered Accountants of Nepal
CAP II, Accounting