Experienced CPA qualified accountant proficient in individual, small business and company accounting compliance, standards and procedures and capable of handling detail-oriented work in methodical, organised fashion as part of a team or independently. Seeking a position where experience, resourcefulness, diligence and an ethical approach would be valued and where exceptional people skills can make positive impact on business operations.
Overview
25
25
years of professional experience
Work History
Client Manager
Fincare Accounting Pty Limited
09.2023 - Current
Manage a diverse, individual, partnership, small business and company client portfolio, autonomously and answering to the partners.
Manage a small team consisting of bookkeeper, outsourcing staff and administration team.
Responsible for management of own WIP, lodgement deadlines, and all internal and external time management.
Complete the process of tax return and account preparation from client meetings, communications for information gathering, preparation of accounts and returns, liaising with clients regarding queries and on completion, preparation of invoices using Xero Accounting Software and client programs such as MYOB
Prepare and lodged client Business Activity Statements and other legally required statements.
Liaising with Australian Taxation Office and other authorities regarding client and technical issues via portal and via telephone
Prepare a variety of working paper and declaration templates.
Senior Accountant
TAX AND WEALTH
01.2021 - Current
Managed a diverse, individual, partnership and family small business client portfolio including small companies, autonomously and answering to the firm manager.
Specialised in Individual and Small Business tax using Access Accounting software
Carried out the same duties as my current employment
Accountant
PT Partners
08.1999 - 12.2020
Managed the Individual and Small Business Tax department of the firm for 8 years
Carried out the same duties as my current employment.
Education
Bachelor of Commerce Majoring in Accounting
University Of Wollongong
Wollongong NSW
Skills
Individual, partnership, and small business tax and accounting specialisation with more than 25years experience in small/medium size practices
Substantial company accounting and taxation experience
Experience in managing a small team
Superior attention to detail
Self-motivated professional with a mature and ethical approach
Can work autonomously or as valuable member of any team
Exceptional communication skills including face to face, telephone manner and written word
Timeline
Client Manager
Fincare Accounting Pty Limited
09.2023 - Current
Senior Accountant
TAX AND WEALTH
01.2021 - Current
Accountant
PT Partners
08.1999 - 12.2020
Bachelor of Commerce Majoring in Accounting
University Of Wollongong
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