Tax Accountant consistently recognized for strong work ethic and exceeding expectations. Confident decision-maker with strict attention to detail and knack for working well under pressure. Versatile accounting professional with experience and proficiencies in account management, ERP systems software, tax advisory and reporting offering advanced abilities with HarmoniQ, XERO and microsoft office.
Overview
3
3
years of professional experience
Work History
Taxation Accountant
LJ Maxwell & Associates
Perth, WA
01.2024 - Current
Reviewed financial records and prepared tax returns for individuals, partnerships, corporations, trusts and non-profit organizations.
Prepared and filed state, federal and local taxes including estimated tax payments.
Researched complex tax issues to ensure accurate reporting of income and deductions.
Consulted with clients on various tax topics such as filing requirements, record keeping procedures and financial planning strategies.
Analyzed financial documents to provide accurate advice on the best options for minimizing taxes owed.
Assisted in creating monthly reconciliations of accounts payable and receivable transactions to ensure accuracy of information reported on client's tax return.
Identified potential areas of risk or discrepancies that could result in an audit or penalties from the IRS or other taxing authorities.
Provided guidance to clients regarding their rights and responsibilities concerning taxation law changes.
Collaborated with team members to develop innovative solutions for complex business problems related to taxation matters.
Performed detailed calculations for determining taxable income amounts based on current legislation.
Developed effective strategies for reducing a client's overall tax liability by taking advantage of available deductions, credits and other incentives.
Advised clients on the most advantageous methods for structuring investments according to their individual circumstances.
Compiled relevant information necessary for preparing quarterly payroll taxes in accordance with established deadlines.
Accounts Payable Officer
Southern Cross Care WA
Perth, WA
09.2023 - 01.2024
Reviewed and reconciled supplier accounts to ensure accuracy of invoices and payments.
Verified vendor accounts by reconciling monthly statements and related transactions.
Processed high volume of invoices in a timely manner, ensuring accuracy and completeness of all documentation.
Resolved invoice discrepancies with vendors in an efficient manner.
Assisted with the preparation of journal entries for month-end close process.
Maintained accurate records of all payment documents such as invoices, checks, credit card slips.
Monitored accounts payable aging reports and followed up on overdue payments.
Prepared checks for signature, including manual checks when necessary.
Developed strong relationships with suppliers to ensure timely payment processing.
Generated weekly cash flow projections to support liquidity management decisions.
Systems Accountant
Bedshed – Joyce Group
Perth
09.2022 - 09.2023
Provided technical assistance and troubleshooting for end-users of the HARMONIQ ERP system
Managed and prioritized support requests from business users, delivering timely solutions
Developed and maintained comprehensive system documentation, including user guides and training materials
Collaborated with the IT team to optimize the performance of the ERP system and ensure effective communication with internal and external stakeholders
Co-led preparation of financial reports for capital financing and flagging suspected fraud and insolvency cases
Assisted clients in determining business strategy and achieving profitability goals.
Maintained accurate accounts for cash, fixed assets and other transactions.
Diminished financial discrepancies and accurately reconciled accounts using detailed data analysis results.
Posted financial data in Excel spreadsheets and managed inventory.
Generated month-end closing activities such as journal entries, accruals, allocations and amortizations of expenses.
Accounting Intern
GBS Accountants & Business Advisory
Melbourne
01.2022 - 09.2022
Prepared and presented monthly and quarterly BAS’s and IND tax returns
Keyed in bank statements in different accounting software
Prepared monthly and quarterly activity statements along with maintaining accounts payables and receivables
Assisted the manager accounting in month-end closings and preparing journal entries
Built excellent client relationships and maintained flawless service levels to ensure customer satisfaction
Assisted with month-end closing process, including preparation of accruals, prepaids, and other adjusting entries.
Managed accounts receivable and payable, reconciled bank statements, and prepared financial reports.
Assisted clients in determining business strategy and achieving profitability goals.
Education
Bachelor’s - Accounting & Information Systems
LaTrobe University
Melbourne
01.2022
A Levels -
Nixor College
Commerce
01.2017
O-Levels -
The AMI School
Commerce
01.2015
Skills
BAS and IAS
ERP Accounting
Verbal and Written Communication
Investigative Skills
Analytical & Problem-Solving Skills
ERP Systems (HARMONIQ)
Proficient with XERO and MYOB
Payroll Management
Skilled in XERO
Xero Certifications
Timeline
Taxation Accountant
LJ Maxwell & Associates
01.2024 - Current
Accounts Payable Officer
Southern Cross Care WA
09.2023 - 01.2024
Systems Accountant
Bedshed – Joyce Group
09.2022 - 09.2023
Accounting Intern
GBS Accountants & Business Advisory
01.2022 - 09.2022
Bachelor’s - Accounting & Information Systems
LaTrobe University
A Levels -
Nixor College
O-Levels -
The AMI School
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