Experience

Shortland Chartered Accountants Limited

• New Zealand
• Accounting
• 1 - 100 Employee

• Senior Accountant

  • Jun 2022 - Present

  The duties I perform in this role include preparing financial statements, tax returns, attending client meetings with the directors, providing training and guidance to junior staffs, managing their workflow, reviewing their work and providing feedback. The clients I have worked with come from various industries including farm, retail, property, share and cryptocurrency investments. Their assets could range from a few million to over 50 million and their revenue turnovers are between $100,000 to over a few million. Having worked with a broad range of client from various industries enable me to develop my understanding of their various reporting need and the relevant tax law to help them reach an optimal tax position. Show less

• Graduate / Intermediate Accountant

  • May 2019 - Jun 2022

  The duties I perform in this role include preparing special purpose financial statements, tax returns, GST returns, liaising with the IRD and clients about tax compliance, attend client meetings to inform them of their financial performance and position, providing Xero training to client, maintaining our document database - SharePoint, and preparing documents for winding up companies.



Ysquared Chartered Accountants

• New Zealand
• Accounting
• 1 - 100 Employee

• Accounting Intern

  • Apr 2019 - May 2019

  During the internship, I was exposed to a wide variety of work including GST reconciliation on Xero, income tax returns preparation for small entities, and Xero training. During the internship, I was exposed to a wide variety of work including GST reconciliation on Xero, income tax returns preparation for small entities, and Xero training.