Annelise Jeromela
Sydney,NSW
Summary
A dynamic, dedicated and motivated Solicitor, providing bespoke legal services to private clients covering a range of matters in the legal field.
Well-versed in areas of taxation, estate planning and administration, trusts and superannuation, with the ability to leverage excellent communication and problem-solving skills to successfully represent clients.
Proficient in drafting a wide range of legal documents and with meeting high-pressure deadlines and expectations whilst maintaining a strong level of professionalism.
Overview
13
13
years of professional experience
Work History
Associate Lawyer
Coleman Greig Lawyers
01.2020 - 05.2023
- Developed extensive experience advising on complex taxation and superannuation issues, often involving assisting high-net worth clients, business owners, trustees and beneficiaries of trusts
- Delivered bespoke solutions across wide range of matters, including complex estate planning matters involving inter vivos and testamentary trusts
- Drafted and reviewed estate planning documents, superannuation and trust instruments, and a variety of commercial agreements
- Contributed to the development of document precedents to streamline processing
Senior Accountant
Economos Chartered Accountants
03.2013 - 12.2019
- Prepared financial statements and tax returns for various entity types, and assisted with other business compliance matters and accounting solutions
- Liaised with the Australian Taxation Office and Revenue NSW in relation to client correspondence
- Assisted in house tax lawyer with letters of advice, audits and objections
- Provided clients with written legal advice and corresponding with clients and third parties
- Conducted legal research into state and federal tax legislation and case law
Sales Assistant
Sussan Corporation, Shop
11.2010 - 12.2017
- Acquiring skills in approaching people, and customer service
- Used consultative sales techniques to understand customer needs and recommend relevant products
- Cash handling and end of day financing, comparing actual results to budgets
- Supervisory role, assuming managerial responsibilities and duties when necessary
Law Clerk
Waterhouse Lawyers, BMA
03.2015 - 09.2015
- Prepared and lodged objections to tax assessments
- Drafted letters of advice on Australian tax residency, capital gains tax and controlled foreign company matters, subject to Principal review
- Filed relevant court documents and appearances at Local, District and Federal Courts with Principal on tax and insolvency related matters
- Maintained Principal's calendar by updating and entering court dates and meetings
Education
Independent Study - Taxation
The Tax Institute
Sydney, NSW06.2018
Bachelor of Business, Bachelor of Laws (BBus, LLB) - Major in Accounting
University of Technology
Sydney, NSW06.2015
Skills
- Strong hybrid of technical and interpersonal skills
- High aptitude and self-motivation to work and contribute both individually with strong self-management skills and as a team member
- Essential time management skills
- Excellent written and verbal communications skills
- Effective research and interpretative skills
- Detail-oriented team player with strong organisational skills
Timeline
Associate Lawyer
Coleman Greig Lawyers
01.2020 - 05.2023
Law Clerk
Waterhouse Lawyers, BMA
03.2015 - 09.2015
Senior Accountant
Economos Chartered Accountants
03.2013 - 12.2019
Sales Assistant
Sussan Corporation, Shop
11.2010 - 12.2017
Independent Study - Taxation
The Tax Institute
Bachelor of Business, Bachelor of Laws (BBus, LLB) - Major in Accounting
University of Technology
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