Detail-oriented accountant with four years of public practice experience, preparing financial statements and tax returns for companies, trusts, and high-net-worth individuals. Skilled in capital gains tax treatment for share trading and cryptocurrency transactions, with additional exposure to Division 7A and payroll tax matters. Recognised for accuracy, technical capability, and mentoring junior staff.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Accountant
Exant Adivisory (Forvis Mazars)
03.2022 - Current
Prepared a wide range of financial statements and income tax returns over 90 clients across a variety of entities, including companies and trusts, with turnovers of up to $15 million.
Prepared Division 7A loan calculations and compliance for private companies, ensuring accurate documentation and adherence to ATO requirements.
Managed Payroll Tax obligations, including reconciliations and annual adjustments.
Specialised in tax treatment of share trading and cryptocurrency transactions, applying correct classification between capital and revenue accounts and advising on CGT implications.
Trained junior accountants on accounting principles and provided feedbacks on their works after reviewing.
Mentored junior accountants on tax preparation procedures and best practices, fostering professional development.
Assisted the Partner in preparing documents for client meetings.
Graduate Accountant
Shine Accountants and Advisors
03.2021 - 03.2022
Prepared tax returns for individuals and supported client queries.
Liaised with clients to collect documentation and resolve tax-related issues.
Education
Bachelor of Commerce - Accounting and Finance
University of Queensland
St Lucia
01.2021
Clayfield College
Clayfield
01.2016
Skills
Financial statement preparation
Tax return preparation
Division 7A compliance
Payroll tax management
Time management & workflow prioritisation
Detail-oriented approach
Softwares (Xero, MYOB and Quickbooks)
Advanced Excel skills
Certification
Chartered Accountants Australia and New Zealand - completing in 2026
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