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Susan Tremlett is a seasoned Chartered Accountant with 20+ years of experience in financial accounting, governance, auditing, and tax advisory. She has held various leadership positions, including Managing Director at Arran Chartered Accountants and Chairperson at the New Zealand Institute of Chartered Accountants. She has also worked with prominent companies such as UDC Finance Limited, NZME, and Fidelity Life Assurance Company Limited.

Credentials

  • Fellow Chartered Accountant CAANZ
    Chartered Accountants Australia and New Zealand
    Sep, 2014
    - May, 2026
  • MBA
    Heriot-Watt University

Experience

    • Managing Director
      • Oct 2009 - Present

    • Owner
      • Oct 2009 - Present

      Chartered Accounting Firm, working with small business owners and helping with financial reporting and taxation requirements.

  • Tax SIG
    • Auckland
    • Chairperson
      • Aug 2012 - Present
      • Auckland

      This is a membership organisation specialising in taxation. I lead the committee and annually we find quality speakers for our technical tax seminars. We have 10 or 11 seminars each year and we currently have a professional membership of about 400.https://www.charteredaccountantsanz.com/member-services/resource-centre/special-interest-groups/auckland-tax-sig

  • UDC Finance Limited
    • Auckland, New Zealand
    • Tax and Finance Manager
      • Oct 2017 - May 2023
      • Auckland, New Zealand

  • Obex Medical Limited
    • Auckland, New Zealand
    • Senior Financial Accountant
      • Nov 2016 - Nov 2017
      • Auckland, New Zealand

      Responsible for special project to consolidate financial accounts for an Australian owned group of entities and to progress through audit Independently managing the consolidation process; Reporting into CFO and Directors; Working with auditors and external advisers on complex reporting issues; Advice on ad hoc tax issues;  Analysis and interpretation of results;

    • Trustee
      • Nov 2013 - Nov 2016
      • Auckland, New Zealand

      Governance and oversight of Foundation Assets and conferment of grants

  • NZME.
    • Auckland, New Zealand
    • NZ Tax Manager
      • Feb 2015 - Sep 2016
      • Auckland, New Zealand

       Responsible for the NZ tax function; Working with Australian parent on cross border transactions; Consideration of tax on sale and purchase of businesses; Working with external tax advisers and auditors on complex issues; Developing in-depth taxation reporting model with Australian counterparts. Developing taxation training material and delivering programme for wider Finance function.

    • Councillor
      • 2008 - Dec 2014
      • Auckland, New Zealand

      Strategy and Vision

    • New Zealand
    • Insurance
    • 400 - 500 Employee
    • Management Accountant
      • Feb 2014 - Oct 2014

      Financial Reporting

    • Senior Financial Accountant
      • Aug 2013 - Feb 2014

      Financial Reporting

  • TOWER Limited
    • Auckland, New Zealand
    • Senior Financial Accountant
      • Dec 2012 - Jul 2013
      • Auckland, New Zealand

  • AMP
    • Auckland, New Zealand
    • Senior Tax Consultant
      • Aug 2009 - Jan 2012
      • Auckland, New Zealand

      Tax advisory

    • Chair, Womens Special Interest Group
      • Dec 2007 - Dec 2011

      This is my 4th year as Chair of this worthwhile group, which focuses on professional development opportunities for female members of NZICA

    • Chair
      • Mar 2009 - Mar 2011

    • Treasurer
      • Mar 2008 - Mar 2009

    • President
      • Nov 1999 - Nov 2001
      • Bermuda

      Fund- raising, high-society event management

Education

  • University of Glasgow
    B.Acc, Finance Tax Economics Business
  • Heriot-Watt University
    MBA, Business and Commerce

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