Ase Rosell-Johnson
Terranora,NSW
Summary
Accountant with years of experience in financial accounting and office management. Deliver accurate, timely financial reporting and maintain organized records. Support cross-functional operations through reliable administrative coordination and customer-focused service.
Overview
7
7
years of professional experience
Work History
Senior Taxation Accountant
Ipac Taxation (AMP Advice)
Tweed Heads, Australia
01.2019 - 07.2021
- Working as a senior taxation accountant for Ipac Taxation, a chartered accounting and wealth management/advisory business, I managed my own client portfolio and was appointed managed for a team of 4 (accountants and administrator). Responsibilities in my role, apart from tax compliance was to review all work done by accountant's prior to lodgment, implement new procedures for efficiency and compliance.
- KEY RESPONSIBILITIES:
- Prepared financial statements and facilitated account closing procedures each month
- Prepared tax returns and financial reporting for sole traders, partnerships, companies and trusts
- Maintained integrity of general ledger, including the chart of accounts
- Maintained fixed asset module and calculate and record monthly depreciation expense
- Analyzed and researched reporting issues to improve accounting operations procedures
- Liaise with Australian Tax Office regarding penalties, fines, payment plans and instalments
- Computed taxes owed by applying prescribed rates, laws and regulations
- Tax Planning
- Tax Minimization
- Proactively researched technical tax issues related to client projects
- Filed tax returns and prepared governmental reports in compliance with strict standards
- Analyzed monthly balance sheet accounts for reporting
- Reduced annual tax adjustments through better financial control
- Suggested budgetary changes to increase client profits
- Preparation of LSL certificates and lodgments
- Reconciliation and preparation of rental schedules
- Preparation on Minutes, Trust Resolutions, Directors Declarations and Dividend Statements
- Chartered accounting and wealth management/advisory business
Taxation Accountant
The MBA Partnership
Tweed Heads, Australia
08.2015 - 08.2018
- Working as an accountant for The MBA Partnership, a chartered accounting and wealth management business, I received ongoing training in taxation, compliance and accounting which has given me exceptional experience and skills in accounting, compliance and taxation matters.
- KEY RESPONSIBILITIES:
- Prepared financial statements and facilitated account closing procedures each month
- Prepared tax returns and financial reporting for sole traders, partnerships, companies and trusts
- Maintained integrity of general ledger, including the chart of accounts
- Maintained fixed asset module and calculate and record monthly depreciation expense
- Analyzed and researched reporting issues to improve accounting operations procedures
- Liaise with Australian Tax Office regarding penalties, fines, payment plans and instalments
- Computed taxes owed by applying prescribed rates, laws and regulations
- Tax Planning
- Tax Minimization
- Proactively researched technical tax issues related to client projects
- Filed tax returns and prepared governmental reports in compliance with strict standards
- Analyzed monthly balance sheet accounts for reporting
- Reduced annual tax adjustments through better financial control
- Suggested budgetary changes to increase client profits
- Preparation of LSL certificates and lodgments
- Reconciliation and preparation of rental schedules
- Preparation on Minutes, Trust Resolutions, Directors Declarations and Dividend Statements
- Trained new employees on accounting principles and company procedures
- Chartered accounting and wealth management business
Taxation Accountant
Best Business Practice
Murwillumbah, Australia
08.2014 - 08.2015
- As Assistant Accountant in a Public Practice I was supporting the principal partner in preparing Income Tax Returns, end-of-year Financial Statements, Business Activity Statements and lodgments with the ATO.
- KEY RESPONSIBILITIES:
- Bookkeeping/accounting for sole traders, companies, trusts, SMSF and partnerships.
- Lodging on ATO portal and via EMPDUPE for clients
- Liaise with Australian Tax Office regarding penalties, fines, payment plans and instalments.
- Maintenance of Asset Register and calculate depreciation.
- Preparation of audit file for SMSF and liaise with external bodies.
- Managing and liaising with outsourcing company in preparation of files for processing and resolving queries to prepare accurate reporting.
- Responsible for procedures and implementation of Sage One for clients
- Managing support, implementation and updates for BGL, Handisoft and Sage One. Training clients in cloud- based accounting software such as Xero, MYOB and Quickbooks
- Public Practice
Education
Managing Organizations - Marketing Principles
Southern Cross University
01.2013
Advanced Diploma of Accounting -
TAFE NSW
NSW01.2010
Certificate IV Financial Services -
TAFE NSW
NSW01.2009
Certificate IV in Business Administration - legal
TAFE NSW
NSW01.2009
Web Design -
Folks University
Sweden01.2003
Law and Contract - Legal Studies
Folks University
Sweden01.2000
Bachelor of Business (Commerce) -
Gothenburg University
Gothenburg, Sweden01.1986
Business Economics -
Bracke Business College
Sweden01.1983
Skills
- Results-oriented focus
- Risk management
- Thorough assessments
- Accurate data management
- Problem solving
- Compliance expertise
- Customer-centric approach
- Stakeholder engagement
- Technical proficiency
- Training and support
- Team collaboration
- Autonomy in tasks
- Initiative taking
- Tax compliance strategies
- Tax planning expertise
- Income tax compliance
- Accounting and reporting analysis
- General ledger reconciliation
- Auditing support
- Financial reporting skills
- Tax minimization strategies
Raw Text Notes
Dates in the resume were converted to MM/DD/YY. For year-only ranges, start/end were set to 01/01/YY and 01/01/YY respectively. For month-year ranges, the day was set to 01.
Citizenships
- Australian
- Swedish
Drivers License
C, manual, automatic
Languages
- English, fluent
- Swedish, fluent
Computer Technical Skills
- Microsoft Office suite
- XERO
- MYOB
- Quickbooks
- Reckon
- BGL
- Banklink
- Handisoft
- ATO Portal
- OneDrive
- Google Drive
- Dropbox
Key Criteria
- Dual Australian and Swedish citizen
- Fluent in English and Swedish
- 'C' class driver's licence manual and automatic
- Experienced in XERO, MYOB, Quickbooks, Handisoft, ATO Portal, Microsoft suite and other financial software
Timeline
Senior Taxation Accountant
Ipac Taxation (AMP Advice)
01.2019 - 07.2021
Taxation Accountant
The MBA Partnership
08.2015 - 08.2018
Taxation Accountant
Best Business Practice
08.2014 - 08.2015
Managing Organizations - Marketing Principles
Southern Cross University
Advanced Diploma of Accounting -
TAFE NSW
Certificate IV Financial Services -
TAFE NSW
Certificate IV in Business Administration - legal
TAFE NSW
Web Design -
Folks University
Law and Contract - Legal Studies
Folks University
Bachelor of Business (Commerce) -
Gothenburg University
Business Economics -
Bracke Business College