Gathered financial information from clients to ensure accuracy of their tax returns.
Tax Accountant
Easy Tax Solutionz
Orange Grove, WA
09.2009 - Current
Prepared and filed taxes for individuals, corporations, and other entities.
Analyzed financial records to ensure accuracy of tax documents.
Reviewed financial statements for clients to determine potential deductions.
Calculated estimated taxes due from clients and ensured timely payments.
Researched complex tax issues and provided solutions to clients.
Identified discrepancies in client's accounts and made necessary adjustments.
Provided advice on strategies to reduce overall tax liability for clients.
Assisted with audits by providing required documentation and information.
Created reports on client's income, expenses, capital gains. for filing purposes.
Developed processes to improve accuracy and efficiency of tax preparation process.
Performed analysis of current legislation changes related to taxation laws.
Advised management on the impact of new or changing regulations on tax liabilities.
Identified areas of improvement in existing internal control procedures regarding taxation.
Maintained up-to-date knowledge of changes in federal, state, and local taxation laws.
Worked closely with clients throughout the year to ensure accurate filings at year end.
Conducted reviews and prepared summaries of company's financial activities for taxation purposes.
Prepared final returns for filing with appropriate taxing authorities within deadlines.
Performed research on various topics related to taxation law as needed.
Accountant
Polglase Business Accountants
Mandurah, WA
03.2013 - 03.2016
Prepared and reviewed tax returns for individuals, partnerships, corporations and trusts.
Compiled data from clients to accurately complete tax forms.
Identified potential deductions to minimize clients' tax liabilities.
Conducted research and analysis of tax regulations to provide clients with accurate advice.
Assessed financial statements, analyzed data, and prepared reports for management review.
Prepared income tax returns for individuals, trusts, estates and corporations.
Provided guidance to clients on the most beneficial methods of filing taxes and strategies for minimizing tax liabilities.
Negotiated with government agencies on behalf of taxpayers in order to secure favorable settlement terms or payment arrangements.
Developed effective relationships with clients in order to understand their unique needs and goals.
Identified potential areas of risk or non-compliance in order to protect the interests of the client.
Researched current developments in taxation law in order to stay up-to-date on changes that may affect clients' businesses or finances.
Interpreted existing legislation regarding taxes and proposed new legislation when necessary.
Drafted correspondence with taxing authorities on behalf of clients.
Public Speaking
ACN
Perth, WA
02.2008 - 07.2012
Developed and facilitated team building activities to foster collaboration between members.
Provided individual coaching sessions to help team members identify their strengths and weaknesses.
Monitored progress of team members, identified areas for improvement and developed action plans to address any issues.
Organized weekly meetings with the team to discuss objectives, challenges and successes.
Facilitated workshops to teach effective communication strategies within the team.
Researched new methods for managing teams and presented findings at monthly staff meetings.
Created a system for tracking project milestones in order to ensure timely completion of tasks.
Assisted in the recruitment process by interviewing potential candidates and providing feedback to hiring managers.
Encouraged open dialogue among all members of the team, promoting an environment of trust and respect.
Led brainstorming sessions with the group in order to generate innovative ideas.
Promoted positive morale by recognizing accomplishments during weekly meetings.
Participated in conflict resolution when necessary by mediating disputes between members.
Created culture of good sportsmanship, cooperation and responsibility among athletes and coaching staff.
Education
Certificate IV Training And Assessment - Teaching
South Regional TAFE
WA
06-2025
Bachelor of Commerce - Professional Accounting And Business Law
Murdoch University
Murdoch WA
11-2004
Swimming Instruction - Physical Education Teaching And Coaching
Beaty Park Swim School
Vincent Street Perth
01-1990
Skills
Financial Documentation Assessment
Financial Accounting Knowledge
Data Analytics
Regulatory Compliance
Continuing education
Affiliations
My hobby is horse riding, I have property and have agisters here which pays for my horse habits. Even in my spare time I evaluate how to financially succeed.
We also travel at least once a year either overseas or in our caravan. We have just spent 4 months travelling around Australia, and ticked off one of our bucket list.
Accomplishments
As a swimming instructor, I taught for 10 years while my children were at school. I specialised in the higher levels, predominantly Bronze Medallion. When I was leaving I received a call from the Education Department asking me no to leave, because my teaching technique worked so well. My small team and I received a letter from Aquinas College complimenting us on our teaching and our care with the young adults.
Coordinated Redbacks basketball club for a few years and doubled the membership. Worked with some of the troubled kids and accomplished some massive changes.