Summary
Overview
Work History
Education
Skills
References
Certification
Timeline
Hi, I’m

Lokesh Soni

Accountant
Adelaide,South Australia

Summary

Key skills – English Proficiency (Academic) | Accounting Degree | Public Practice experience | MS office Cognizant | Tax Preparation |
Domains – Business Law | Management Accounting | Taxation Accounting | Business Finance | Business IT | Professional Ethics - Accounting | Academic Foundation |
Strong academic background (B.Com) – TAFE and ACU with proven analytical, problem solving and research skills (multiple publications).

Overview

12
years of professional experience

Work History

Woolworths

Team Member (Customer Services)
02.2024 - Current

Job overview

  • Responding to customer queries
  • Scanning and Packing Customers' groceries at Checkout counters
  • Assisting Customers at Self- Service Checkouts by resolving occurring issues
  • Maintain the working environment hygienic and clean during the service
  • Refilling the stock around the Checkout areas such as Shopping bags, confectionary and drinks.

H&R Block

Tax Accountant
06.2022 - 10.2023

Job overview

  • Conduct full and through tax interviews, both face to face and via phone appointments, for the purpose of preparing complete and accurate tax returns in accordance with legislation
  • Prepare returns for electronic transmission, verifying that each return is free from errors, signed by the taxpayer, and in transmittable format using Handisoft software
  • Import and Export tax returns through the software for review and lodging on a daily basis
  • Run daily and weekly reports to identify status on all incomplete returns while setting out actions to complete these returns
  • Assist with and perform administration / customer service duties when necessary
  • Perform all other duties as required.

Woolworths

Team Member (Grocery)
11.2012 - 02.2021

Job overview

  • Responding to customer queries
  • Scanning and Packing Customers' groceries at Checkout counters
  • Assisting Customers at Self- Service Checkouts by resolving occurring issues
  • Maintain the working environment hygienic and clean during the service
  • Refilling the stock around the Checkout areas such as Shopping bags, confectionary and drinks.

AMY Accountants

Bookkeeper
03.2018 - 04.2019

Job overview

  • Calculating and classifying Income & expenses including overhead costs of the business for the purpose of posting in to various accounts in the Excel Sheet from Tax invoices and receipts
  • Preparing Financial statements such as Trial Balance and Balance sheets by inserting data in to software such as Handi ledger, along with helping accountant preparing tax return using Handi tax software
  • Reconciling the entries against the Bank statements
  • Preparing BAS by inserting amounts of Revenue, Costs, Input tax credit etc
  • Maintains historical records of individuals as well as companies by filing documents.

Fox Symes Company

Accounting Intern
04.2014 - 05.2014

Job overview

  • Reconciling the entries against the Bank statements
  • Posting data from invoices in to MYOB system
  • Breakdown the FBT transactions from General Ledger in to Excel file
  • Allocating Fringe Benefit tax to the transactions in the excel sheet according to its types.

Education

Chartered Accountants Australia And New Zealand
Online

Graduate Diploma of Chartered Accounting
2027

University Overview

Key Study Areas: Ethics and Business | Financial Accounting and Reporting

Choice Business College

Graduate Diploma of Strategic Leadership
06.2019

University Overview

Key Study Areas: Collaborative partnerships & relationships | Influence ethical practice| Review enterprise systems| Lead Personal and Strategic transformation

Australian Catholic University

Bachelor of Commerce (Accounting)
01.2016

University Overview

Key Study Areas: Company Law | Auditing and Assurance Services | Principles of Occupational Health and Safety | Marketing | Professional Company Law |

TAFE NSW Higher Education

Associate Degree of Accounting
12.2014

University Overview

Key Study Areas: Accounting Foundation | Professional Ethics - Accounting | Business Finance | Cost Accounting | Accounting information System | Business Taxation and Compliance | Accounting Internship |

Sanatan Dharma Public School

Higher School Certificate (Commerce)
03.2008

University Overview

Key Study Areas: Accountancy Fundamentals | Business Studies | Business Economics

Skills

Technical and Computer

  • Applications - Microsoft Word, Excel, PowerPoint, Outlook, Excel for Accounting, MYOB and XERO
  • Collaboration & Communication – Microsoft Teams, Skype, Zoom

Analytical, Problem Solving and research

  • Applying analytical and research skills in preparing Essays and Reports during the course of study
  • Assisting in problem solving by sharing valuable insights during groups discussions at workplace and study

Interpersonal

  • Dealing with colleagues in an empathic, straightforward and cooperative manner

Teamwork

  • Respecting members’ valuable insights during teamwork to achieve cordial consensus for common goal

Communication

  • Well-developed and organized oral and written communication skills by achieving superior level in Pearson Language Tests

Leadership and Management

  • Participating in new initiatives at workplace, and guiding new team members for their tasks

References

References
Available upon request

Certification

  • Certified MYOB User, Udemy Course
  • Certified XERO User, Udemy Course
  • Certified Excel For Accounting User, Udemy Course
  • Certified 'Tax Consultant' , H&R Block

Timeline

Team Member (Customer Services)
Woolworths
02.2024 - Current
Tax Accountant
H&R Block
06.2022 - 10.2023
Bookkeeper
AMY Accountants
03.2018 - 04.2019
Accounting Intern
Fox Symes Company
04.2014 - 05.2014
Team Member (Grocery)
Woolworths
11.2012 - 02.2021
Chartered Accountants Australia And New Zealand
Graduate Diploma of Chartered Accounting
Choice Business College
Graduate Diploma of Strategic Leadership
Australian Catholic University
Bachelor of Commerce (Accounting)
TAFE NSW Higher Education
Associate Degree of Accounting
Sanatan Dharma Public School
Higher School Certificate (Commerce)
Lokesh SoniAccountant