Elizabeth Jane Rugless
Mortdale
Summary
Detail-oriented professional with advanced Microsoft Office skills and exceptional typing accuracy. Demonstrates initiative and independent judgment while managing projects efficiently under tight deadlines. Capable of breaking down complex tasks, prioritizing goals, and fostering collaboration in team settings to achieve high-quality results.
Overview
25
25
years of professional experience
Work History
Accounts and Office Assistant
St Clair Partners & John Stewart Miller Partners
Sydney
2022.07 - 2026.03
- Supporting two Directors and small team of accountants, answering small switchboard
- Data entry of time sheets for six accountants in Handi Tax
- Data entry of monthly expenses including emails and postage into Handi Tax
- Finalising and sending out monthly invoices using Handi tax
- Processed fortnightly wages for four staff members, ensuring accurate payment of superannuation contributions
- Receipting payments made by clients on a weekly basis
- Checking and sending out quarterly BAS Statements to clients
- Accounts payable and receivable setting up account payments in internet banking
- Established client accounts in Handitax to enhance account management efficiency
- Checking/dispatching Company Statements received from ASIC using ASIC Portal.
- Issued monthly newsletter and RBA rate increase notices to keep staff informed of financial updates
- Checking MyGov on a weekly basis and sending any correspondence to clients by email
- Writing off and transferring WIP in Handitax
Executive Assistant
The Quinn Group Accountants and Lawyers
Sutherland
2020.02 - 2022.07
- Diary management and setting up Zoom and Microsoft Team meetings
- Handled new enquiries, organized meetings with Director, and managed invoicing and receipting for those meetings
- Coordinated personal schedules for the Director
- Coordinated seminars and webinars for Director and staff, facilitating professional development opportunities
- Supporting director, Senior Accountant and four accountants, answering small switchboard for two offices in Sutherland and Neutral Bay and directing calls to staff and taking messages
- Preparing Engagement Agreements for new and existing clients, ensuring compliance and accuracy
- Setting up new clients and companies on Handi Tax
- Electronic lodgment of tax returns using Handi Tax software
- Data entry of directors’ timesheets into Handi Tax and Leap weekly
- Checking WIP reports monthly and production of invoicing reports
- Managed daily calendar for Director, scheduling appointments and meetings efficiently
- Dispatching ATO correspondence by email, checking and dispatching Income Tax Assessments from the ATO
- Arranged professional development seminars and webinars for Director and staff
- Typing Corporate Law Handbook (160 pages) and Bookkeeping Handbook (50 pages)
- Preparation and lodgment of Forms 484's using Handi register
- Organising meetings for clients with the Director at the Penshurst Neutral Bay and City offices
- Executed WIP write-offs in Handi Tax software
- Providing details of clients to marketing department for client appraisal calls
- Ensured proper witnessing of client's signature on wills
- Organising Melbourne Cup Function and Staff Christmas Party
Administration Assistant (Maternity Leave Role)
Joe Pien Chartered Accountants
Sydney
2019.09 - 2020.02
- Compiling tax returns and financial statements and sending tax returns to clients using DocuSign software
- Accounts receivable and payable, banking, filing, scanning and general office duties
- Supporting director and three accountants, answering switchboard 6 lines x 8 ext
- Electronic lodgment of tax returns using Handi Tax software
- Dispatching correspondence by email, checking and dispatching Income Tax Assessments from the ATO, telephone liaison with the ATO on behalf of clients
- Dispatching monthly newsletter to 140 clients by email
- Setting up new clients and clients on Handi Tax
- Checking/dispatching Company Statements received from ASIC and invoicing clients
- Setting up new companies, trusts and superfunds and applying for ABN/GST/TFN
Accounts Officer (Casual)
Assess Medical Group
Sydney
2018.07 - 2019.04
- Creating patient, clients and consultant practitioners profiles on Sage Practice Manager
- Data entry of between 40 to 100 invoices into Sage Practice Manager each week
- Arranging for Melbourne office to make payment of between $50k and $100k worth of invoices each week using Excel spreadsheets and Sage 300 Finance program
- Sending out remittances to Doctors to inform them of payments made
- Distributing 40 to 100 invoices to Lawyers each week by email
- Responding to enquiries from Solicitors and Healthcare Professionals about account payments
- Sending out email reminders to lawyers regarding outstanding accounts
- Processing Credit Notes and writing off invoices and producing monthly reports
- Sending out Statements of accounts for patients to Solicitors
Senior Personal Assistant
Stirling Warton Taylor Chartered Accountants
Sydney
2016.06 - 2018.05
- Supporting Director, answering small switchboard
- Collecting /dispatching mail, filing and general office duties
- Electronic lodgment of income tax returns and Business Activity Statements, using MYOB AE software
- Checking/dispatching Company Statements received from ASIC
- Collating and dispatching tax returns, financial statements and fees
- Checking and dispatching Income Tax Assessments from the ATO
- Telephone liaison with the ATO, ASIC and OSR on behalf of clients
- Preparation of pension documentation for clients
- Preparation of shareholder loan agreements for clients
Office Manager
Taylor & Co Chartered Accountants
Sydney
2006.10 - 2016.06
- Accounts receivable using MYOB Version 19.9 and credit control, including collecting outstanding accounts totaling over $50k
- Ensured timely payment of invoices through MYOB Version 19.9.
- Producing weekly debtors and creditors reports for management
- Ensured continuity of office functions while Director was absent.
- Coordinated mail collection and dispatch, managed director's diary using Outlook Express
- Sourced new office and coordinated relocation to new premises
- Preparation of individual income tax returns, including five years of returns for two clients
- Rollover of MYOB AE software to new financial year for 2010, 2013 and 2014
- Electronic lodgment of income tax returns and Business Activity Statements, using MYOB AE software for 750 clients
- Checking and dispatching Income Tax Assessments from the ATO
- Quarterly preparation and lodgment of Business Activity Statements and Instalment Activity Statements using ATO portal software
- Compilation of expert witness reports for solicitors (up to 15 pages)
- Verified client account information through ATO portal software to ensure correct tax reporting.
Personal Assistant (Temp Role)
Austrade
Sydney
2006.09 - 2006.10
- Supported Client Service Group Manager, 4 managers, and 24 staff members in daily operations
- Typing reports, diary management, setting up video and telephone conferences with 5 managers in Melbourne and the USA
- Dispatched 1000 copies of Annual Report to Austrade network in one day
Personal Assistant (Maternity leave role)
Absolute Financial
Sydney
2006.02 - 2006.08
- Supporting two executives and team of four, diary management, answering small switchboard
- Accounts payable and receivable for five companies using MYOB and credit control
- Organizing fortnightly flights to Queensland and accommodation, typing letters and putting together proposals
- Data entry of four credit card statements in MYOB for a 12-month period
- Payment of accounts and transferring funds between accounts using internet banking
Client Service Assistant
Hill Rogers Chartered Accountants
Sydney
2003.09 - 2005.12
- Supported a team of two directors and six accountants
- Typing letters, photocopying, collating and dispatching tax returns, financial statements and fees
- Checking and dispatching Income Tax Assessments from the ATO
- Electronic lodgment of income tax returns and Business Activity Statements, using APS taxation software
- Diary management using Lotus Notes, organised travel and accommodation reservations, staff farewells, meetings, etc.
- Scanning and electronically filing PDF files using Level 31 Document Management System, relief reception duties answering 12 x 50 switchboard
- Checking Company Statements received from ASIC, Using CRS software, and maintaining CRS database
- Processing fees using APS software, assisted Business Services team to meet record yearly budgets of $1.4M for 2003, $1.6M in 2004 and $1.7M in 2005 and a record monthly budget of $197k in February 2005 and normal monthly budgets of between $100K and $150K
- Data entry of timesheets using APS software
Administrative Assistant
Various temporary roles
2003.06 - 2003.09
- Anixter Australia - Administration Assistant
- State Emergency Service - Customer Service
- Transpacific Industrial Solutions - Data Entry
Secretary
Widdup Barilla Chartered Accountants
Hurstville
2002.05 - 2003.05
- Supporting two directors and four accountants
- Typing letters and client accounts, dispatching tax returns, accounts and financial statements, accounts receivable, banking, general office duties
- Electronic lodgment of tax returns using Handitax taxation software, checking and dispatching Income Tax Assessments from the ATO
- Dispatching Business Activity Statements and Instalment Activity Statements to clients every quarter, telephone liaison with the ATO
- Supervising Junior Receptionist and assisting her with answering switchboard 3 lines x 6 ext. and dealing with clients. (I was made redundant from this position)
Administration Assistant
Joseph Pien Chartered Accountant
Sydney
2000.11 - 2002.05
- Provided support to director and accountant in financial operations
- Accounts receivable and payable, payroll for ten contractors, credit control
- Compiling and binding tax returns and financial statements
- Electronic lodgement of tax returns using Xlon taxation software
- Coordinated correspondence and checked Income Tax Assessments from ATO while liaising with ATO on behalf of clients
- Managed switchboard operations for 6 lines and 8 extensions, ensuring efficient call routing
- Executed banking tasks, maintained filing accuracy, and managed office duties to support team efficiency.
- Dispatching monthly newsletter, typing of monthly accounts using dictaphone
Education
Word Processing Course -
Wollongong Tafe
WollongongComputerised Bookkeeping -
Wollongong Tafe
WollongongAdvanced Office Skills -
Wollongong City Mission
WollongongClerk Typist Course -
Cambridge Secretarial College
HurstvilleCompletion of Year 10 -
Illawarra Grammar School
IllawarraSkills
- Handisoft Taxation Software
- APS Taxation Software
- MYOB AE Practice Manager
- MYOB V19
- MYOB Corporate Compliance software
- ASIC Edge Software
- Sage Practice Manager
- Excel
- Microsoft Word
- Microsoft PowerPoint
- Windows 10
Hobbies and Interests
- Using Computers
- Bushwalking
- Cooking
- Surfing the Internet
- Photography
- Travelling
Timeline
Accounts and Office Assistant
St Clair Partners & John Stewart Miller Partners
2022.07 - 2026.03
Executive Assistant
The Quinn Group Accountants and Lawyers
2020.02 - 2022.07
Administration Assistant (Maternity Leave Role)
Joe Pien Chartered Accountants
2019.09 - 2020.02
Accounts Officer (Casual)
Assess Medical Group
2018.07 - 2019.04
Senior Personal Assistant
Stirling Warton Taylor Chartered Accountants
2016.06 - 2018.05
Office Manager
Taylor & Co Chartered Accountants
2006.10 - 2016.06
Personal Assistant (Temp Role)
Austrade
2006.09 - 2006.10
Personal Assistant (Maternity leave role)
Absolute Financial
2006.02 - 2006.08
Client Service Assistant
Hill Rogers Chartered Accountants
2003.09 - 2005.12
Administrative Assistant
Various temporary roles
2003.06 - 2003.09
Secretary
Widdup Barilla Chartered Accountants
2002.05 - 2003.05
Administration Assistant
Joseph Pien Chartered Accountant
2000.11 - 2002.05
Word Processing Course -
Wollongong Tafe
Computerised Bookkeeping -
Wollongong Tafe
Advanced Office Skills -
Wollongong City Mission
Clerk Typist Course -
Cambridge Secretarial College
Completion of Year 10 -
Illawarra Grammar School