DAVID WORBOYS
Redbank Plains,QLD
Summary
Skilled Tax Consultant with relevant experience in providing tax advisory services to diverse clientele. Strengths include adeptness in tax law interpretation, proficient use of modern tax software and a knack for identifying potential tax savings. Have played instrumental role in past roles by successfully mitigating clients' tax liabilities and ensuring compliance with state and federal regulations. Demonstrated ability to maintain confidentiality, meet deadlines and work effectively both independently and as part of team.
Overview
42
42
years of professional experience
1
1
Certification
Work History
Operations Manager
The Income Tax Professionals (QLD)
Brisbane, Queensland
06.2017 - 03.2022
- Developed and implemented operational procedures to ensure quality standards are met.
- Monitored and improved efficiency of processes, team performance, and customer service.
- Directed operations staff by providing guidance, training, and support in order to meet company objectives.
- Performed cost analysis for various projects to determine budget requirements.
- Established effective relationships with vendors to negotiate pricing and secure materials needed for production.
- Analyzed data from daily reports to identify trends in production performance metrics.
- Created detailed reports on the performance of individual departments within operations.
- Conducted regular reviews of existing policies and procedures for continuous improvement opportunities.
- Managed staffing needs through recruitment, selection, onboarding and training, disciplinary action as necessary.
- Collaborated with management team on long-term strategic planning initiatives for the organization.
- Assessed employee development needs and provided feedback on their progress towards meeting goals.
- Resolved customer complaints in a timely manner while ensuring customer satisfaction remains at optimal levels.
- Directed day-to-day operations by spearheading implementation of short-term and long-term strategies to achieve business plan and profitability goals.
- Managed scheduling, training and inventory control.
- Recruited, hired and trained crew members on application of projects, customer relations and customer service.
- Implemented policies and standard operating procedures and managed quality, customer service and logistics.
- Addressed customer concerns with suitable solutions.
- Oversaw financial management, budget management, accounting and payroll activities.
- Presented performance and productivity reports to supervisors.
- Responded to information requests from superiors, providing specific documentation.
- Reviewed daily financial reports and reconciled accounts to keep information current and accurate.
- Produced SOPs to document workplace procedures and optimize productivity through standardization.
Tax Consultant
The Income Tax Professionals (QLD)
Brisbane, Queensland
07.2003 - 03.2022
- Reviewed tax returns for individuals, corporations and partnerships to ensure accuracy.
- Analyzed financial records to determine the appropriate tax filing status.
- Prepared tax forms in accordance with federal, state and local regulations.
- Identified deductions and credits that clients were eligible for.
- Provided advice on strategies to minimize taxes owed.
- Developed long-term tax planning strategies for clients.
- Explained complex concepts in a clear and concise manner to clients.
- Advised clients on how best to structure investments for optimal taxation benefits.
- Submitted requests for extensions when necessary.
- Maintained up-to-date knowledge of changing tax laws and regulations.
- Filed estimated quarterly taxes as required by law.
- Resolved discrepancies between client's books and actual taxes due.
- Drafted letters to government agencies regarding client inquiries.
- Organized paperwork related to each client's case into a comprehensive file system.
- Prepared reports outlining current year versus prior year changes in income levels.
- Educated clients on their rights and responsibilities under applicable laws.
- Participated in continuing education courses to stay abreast of new developments in taxation practices.
- Assured corporate income tax compliance to maintain accurate completion of corporate income tax returns.
- Checked data input or verified totals on forms prepared by others to detect mathematical or procedural errors.
- Informed clients of potentially beneficial products and services, resulting in additional business opportunities.
- Reviewed income statements and documentation of expenditures to determine forms needed to prepare tax returns.
- Supported work of senior-level accounting and tax preparation professionals to maximize office productivity.
- Furnished taxpayers with sufficient information and advice to verify correct tax form completion.
- Liaised between clients and tax authorities such as ATO repesentatives representatives.
- Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
- Used appropriate adjustments, deductions and credits to keep clients' taxes to minimum.
- Used tax form instructions and tables to complete tax forms.
- Analyzed information and assessed liabilities and deductions according to relevant tax code.
- Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances.
- Consulted tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
- Calculated form preparation fees according to return complexity and processing time required.
Senior Area Manager
The Income Tax Professionals (QLD)
Brisbane, Queensland
05.2010 - 06.2017
- Developed and implemented strategies to improve customer service, profitability and productivity in assigned area.
- Conducted regular store visits to ensure compliance with policies and procedures.
- Coached and mentored staff on best practices for customer service, operations, merchandising, safety and security protocols.
- Oversaw the recruitment, training and development of new team members.
- Reviewed financial statements and identified areas of cost savings or revenue generation potential.
- Resolved customer complaints efficiently by providing effective solutions in a timely manner.
- Prepared monthly reports summarizing store performance against goals set out at the beginning of the month.
Area Manager
The Income Tax Professionals (QLD)
Brisbane, Queensland
01.2005 - 04.2010
- Provided guidance on the implementation of new policies and procedures in stores.
- Scheduled regular meetings with store teams to discuss objectives, performance metrics and customer feedback.
- Reviewed staffing needs to ensure adequate coverage at all times in stores.
- Oversaw the recruitment process for new staff members including interviewing and training.
- Inspected store facilities regularly to ensure compliance with safety regulations and standards.
- Investigated customer complaints promptly, identified root causes and implemented corrective actions.
- Resolved conflicts between employees or customers in a professional manner.
- Monitored and evaluated district performance to ensure goals were met.
Enlisted Soldier
DEPT OF DEFENCE - ARMY
02.1980 - 03.1996
- Conducted field training exercises for new recruits in the use of weapons, combat strategies, and tactics.
- Assisted with planning operations by providing input on mission objectives, logistical needs, and troop movements.
- Participated in live-fire exercises to ensure proficiency with individual weapons systems.
- Inspected all weapons prior to use to ensure they were serviceable and safe to fire.
- Observed terrain features during patrols in order to identify potential threats or hazards.
- Displayed sound judgment when making decisions under pressure or duress in both garrison and field environments.
- Interpreted maps using orienteering techniques to determine location of friendly forces and enemy positions.
- Engaged targets using small arms weapons systems according to established rules of engagement.
- Worked in small groups to accomplish complex goals within tight deadlines and standards.
- Displayed leadership in accomplishing assignments and learning new skills.
- Conducted classes to teach fellow soldiers in platoon about safety and awareness topics.
Education
Diploma of Accounting -
Vocational Training
04-2012
Certificate IV Bookkkeeping -
Vocational Training
03-2010
Skills
- Accounting Support
- Account Auditing
- Customer Service
- Tax Law Compliance
- Benefits documentation
- Tax advising
Certification
- Registered Tax Agent 2012 to 2023
Timeline
Operations Manager
The Income Tax Professionals (QLD)
06.2017 - 03.2022
Senior Area Manager
The Income Tax Professionals (QLD)
05.2010 - 06.2017
Area Manager
The Income Tax Professionals (QLD)
01.2005 - 04.2010
Tax Consultant
The Income Tax Professionals (QLD)
07.2003 - 03.2022
Enlisted Soldier
DEPT OF DEFENCE - ARMY
02.1980 - 03.1996
- Registered Tax Agent 2012 to 2023
Diploma of Accounting -
Vocational Training
Certificate IV Bookkkeeping -
Vocational Training
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