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Wilma Swart is a seasoned accounting professional with extensive experience in payroll, accounting, financial reporting, and taxations. She has worked with various companies, including BDO in New Zealand, AMS Ltd (A/NZ), and Glenfield Tax Accountants (STA & Associates), providing payroll services, accounting duties, and financial reporting. Wilma holds a Bachelor of Technology (Taxation) and a Diploma of State Accounts and Finance (Inland Revenue) from the University of South Africa/Universiteit van Suid-Afrika.

Experience

  • BDO in New Zealand
    • Christchurch, Canterbury, New Zealand
    • External Client Payroll Services Administrator
      • Aug 2022 - Present
      • Christchurch, Canterbury, New Zealand

      My duties included:• Process periodic (weekly, fortnightly, monthly) payments for clients ensuring the accurate preparation of wages, payments with various banks and client employees are paid accurately and on time.• File client employer deduction returns with IRD within due dates.• Client liaison for all client queries.• Client banking and payments – Payments of wages and PAYE are set up and approved as required.• Developing internal process/ templates/ procedures for efficiency, improvements and risk control.• Maintain current and accurate IRD and employment legislation knowledge.• Foster and encourage BDO Values.

  • AMS Ltd (A/NZ)
    • Christchurch, Canterbury, New Zealand
    • Payroll Administrator
      • Jun 2018 - Aug 2022
      • Christchurch, Canterbury, New Zealand

      My duties included:• Provide payroll services and functionality including time and attendance, HR, rostering, helpdesk support, and change requirements.• Undertake data imports, data entry, employee and company maintenance.• Peer checking and verification.• Identification, interpretation and correction of errors.• Understanding of payroll legislation.• Foster and encourage a team environment and positive organisational culture

    • Treasurer
      • Sep 2011 - Apr 2019
      • Auckland, New Zealand

      Duties included:• Recording of all cash offerings, bank reconciliation and banking.• Processing of invoices and bank statements.• Payments to suppliers and re-imbursement payments.• Calculation and processing of wages on MYOB *******and filing of monthly returns with the IRD.• Processing of donations and producing of timely and accurate tax invoices for Donors.• Preparation and submission of monthly reports which include Balance sheet, Profit & Loss statement as well as Budget comparisons to the Financial Committee. • Preparation of Financial Reports and submission of documentation to Auditors for annual audit.• General enquiries and administrative duties.

    • Tax Accountant / Payroll Administrator
      • Jun 2009 - May 2018
      • Auckland, New Zealand

      Duties Included:• All payroll processing on MYOB EXO & ACE, compiling and filing of IRD returns.• Accounting Duties – for Practice includes: • Supplier control, processing & payments. • Recording of transactions & Bank reconciliation on XERO. • GST Reports. • Budget control & reports.• Liaising with IRD and Clients.• General enquiries and appointments.• Administration and Reception duties.

  • W Swart Financial Services
    • Rustenburg Area, South Africa
    • Office Manager / Accountant
      • Sep 2002 - Feb 2009
      • Rustenburg Area, South Africa

      I managed the financial-, tax and bookkeeping service of this practice which served approximately 30 clients. Tasks performed by us included all the day to day accounting functions, including debtors, creditors and bank reconciliations, compiling monthly management statements, compiling statutory returns, payroll as well as the completion of accounts up to the final Trial Balance.

  • GH Woest & Kie
    • Rustenburg Area, South Africa
    • Accountant
      • Feb 2001 - Aug 2002
      • Rustenburg Area, South Africa

      Duties included:Conducting audits as part of an audit team on Companies. Monitoring of clerks on accounting functions as well as day to day work in the bookkeeping section. I also compiled financial statements from the source documents to the final sign off for individuals, companies and trusts.

  • South African Revenue Service (SARS)
    • Rustenburg Area, South Africa
    • Auditor
      • Jan 1986 - Jan 2001
      • Rustenburg Area, South Africa

      • Team leader in the audit section responsible for the audit of all taxes.• I co-ordinated and managed the audits conducted by the audit team. I also conducted training and developed training manuals for field audits.• Conducting audits as part of an audit team on Companies.

Education

  • 1997 - 1999
    University of South Africa/Universiteit van Suid-Afrika
    Bachelor of Technology (Taxation), Taxation
  • 1993 - 1996
    University of South Africa/Universiteit van Suid-Afrika
    Diploma of State Accounts and Finance (Inland Revenue), Taxation

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Industry Focus. “Accounting”

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