Joyti Bala
East Cannington
Summary
Hardworking Junior Accountant with detail-oriented approach and strong accounting knowledge. Helps with everything from daily invoicing and weekly reporting to fielding customer inquiries and completing closing processes. Well-versed in XERO & MYOB software. Successful accounting professional well-versed in managing business operations. Proficient in preparing tax returns, updating journal entries and administering payroll. Devoted to keeping accounts current with timely and accurate updates.
Overview
5
5
years of professional experience
Work History
Tax Consultant
Accountants Direct
07.2024 - Current
- Discussing with clients their financial information and taxable income during meetings
- Determining any possible deductions to which a client may be eligible
- Researching tax laws
- Preparing tax filings
- Ensuring that clients comply with their tax responsibilities
- Prepares tax returns for individuals and sole traders
- Using adequate strategies to minimize taxation by taking advantage of tax deductions and credits
- Preparing tax returns involving rental properties and capital gains
Graduate Accountant
Prism Consultants
09.2023 - 01.2024
- Assistance in preparing tax returns for individuals, trust and companies
- Assistance in preparing necessary Workpapers for tax returns
- Bookkeeping Tasks
- Participated in tax prediction process
- Assist senior accountants with analyzing financial data & prepare financial statements
- Prepare monthly and quarterly BAS
- GST Reconciliations
- Liaise with ATO on client's behalf.
Tax Consultant (Contract)
Accountants Direct
07.2023 - 09.2023
- Assisted individual and sole traders face to face in preparing Income Tax Returns.
Tax Preparer Staff
AMA Accountants & Tax Experts
10.2022 - 06.2023
- Assistance with the preparation of financial statements for the companies, trusts, partnerships, and sole traders
- Assistance with the preparation of tax returns and financial reports for the companies, trusts, partnerships, individual clients and sole traders to be lodged with the Australian Tax Office
- Assistance with the preparation of business and instalment activity statements for submission to the Australian Tax Office
- Facilitation of client meetings for clients
- Provide quotes to clients
- Liaising with ATO and other bodies for various client requirements
- Assisted clients and the company in preparation of payroll for employees
- Working with computer-based accounting systems MYOB, Xero, and Sage
- Other general accounting and taxation duties.
Payroll Assistant
AMA Accountants & Tax Experts
10.2022 - 06.2023
- Managing end to end payroll
- Overseeing changes to employee contracts and new employee's contract and termination
- Ensuring that compensation for overtime work is calculated at the appropriate rate and that annual leave is calculated accordingly
- Advise clients of updates to awards and policies
- Addressing queries about payroll-related issues
- Filling and archiving of payroll information
- STP, Super and Workcover lodgments.
Administrative Officer
NS & Associates Pty Ltd
07.2020 - 09.2020
- Excellent telephone and email manner coordinating correspondence and directing telephone calls and emails to the relevant personnel member as required
- Proficiently managed a diverse range of administrative activities ensuring optimal task outcomes within deadlines
- Efficiently managed record keeping, database entries and filing with accuracy
- Actively followed up with the Australian Taxation Office (ATO) for clientele regarding their clarification or concerns
- Liaised effectively with clientele, team members and senior Management as well as industry representatives fostering a mutually beneficial and trusting rapport through actively listening
- Functioned effectively independently with minimal supervision and collaboratively with the team.
Bookkeeping Assistant
Perfect Global Solutions
11.2019 - 01.2020
- Harnessed core competencies in bookkeeping and numeracy skills to reconcile accounts on a monthly basis
- Competently processed cash receipts for client accounts and ensured accuracy and accessibility
- Consistently maintained privacy and confidentiality managing sensitive data and discussions
- Applied key strategies for resolving issues with conflict resolution skills and ensured that outcomes were achieved within a timely manner meeting expectations and organisational requirements
- Proactively maintained compliance with legislative and regulatory requirements and frameworks at all times
- Skilfully managed record keeping and database management ensuring efficiency and exceptional performance
- Aligned my practice with the Code of Conduct for ethical, legal and responsible performance
- Played a pivotal role in collaborating with the team to share relevant information, knowledge and expertise and drove team goals.
Administrative Officer and Receptionist
N&J Motorsports
07.2019 - 11.2019
- Excelled at managing telephone and email inquiries and matters going above and beyond to assist clientele
- Actively achieved client satisfaction and a positive client experience for all interactions
- Efficiently managed inventory stock control and placed correct orders for components and items
- Met and greeted clientele and visitors with an approachable personality and conducted myself with professionalism and integrity with a strong emphasis on transparency and honesty
- Competently managed the reconciliation of the business account ensuring excellent attention to detail
- Skilfully ensured data integrity and the management of sensitive information with confidentiality.
Education
Graduate Diploma of Management & Learning -
Durban International College
06.2023
Advance Diploma of Banking Management Servies - undefined
Danford College
12.2022
Master of Professional Accounting - undefined
Holmes Institute
12.2018
Skills
- Tax Preparation
- Payroll Processing
- Proficient in XERO & MYOB
- Invoice Preparation
- Bank Reconciliation
- Journal Entries
- ASIC Compliance
- Business/Company Registrations
- Office Administration
References
References will be provided upon request
Software Skills
- XERO
- MYOB
- Microsoft Excel
Certifications
- XERO Advisor Certificate
- H&R Block Tax Course
Capability Skills
Meeting deadlines
Self-Evaluation
Strong Client Focus
Organized and time efficient
Team Player
Prioritizing skills
Professional Qualifications
CPA Associate Member
Languages
English
Full Professional
Hindi
Native or Bilingual
Punjabi
Native or Bilingual
Timeline
Tax Consultant
Accountants Direct
07.2024 - Current
Graduate Accountant
Prism Consultants
09.2023 - 01.2024
Tax Consultant (Contract)
Accountants Direct
07.2023 - 09.2023
Tax Preparer Staff
AMA Accountants & Tax Experts
10.2022 - 06.2023
Payroll Assistant
AMA Accountants & Tax Experts
10.2022 - 06.2023
Administrative Officer
NS & Associates Pty Ltd
07.2020 - 09.2020
Bookkeeping Assistant
Perfect Global Solutions
11.2019 - 01.2020
Administrative Officer and Receptionist
N&J Motorsports
07.2019 - 11.2019
Graduate Diploma of Management & Learning -
Durban International College
Advance Diploma of Banking Management Servies - undefined
Danford College
Master of Professional Accounting - undefined
Holmes Institute
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