Accomplished Accountant with a proven track record at Highview Accounting & Financial, adept at preparing complex tax returns and ensuring compliance with taxation laws. Fluent in English and French, showcasing exceptional communication skills and a fast learning ability. Successfully managed portfolios up to $25 million, demonstrating a keen eye for detail and a commitment to optimizing financial performance.
Overview
11
11
years of professional experience
Work History
Accountant
Port Phillip Group
MOUNT ELIZA, VIC
02.2023 - 03.2023
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.
Performed research on various topics related to taxation law as needed.
Reconciled client books for accurate reporting with post adjusting journal entries.
Accountant
Mentor Group
Langwarrin, VIC
05.2021 - 08.2021
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.
Performed research on various topics related to taxation law as needed.
Used Handisoft to prepare tax returns and financial statements.
This role was casual as it was during COVID-19 and i was pregnant.
Accountant
Highview Accounting & Financial (Cranbourne)
Cranbourne, VIC
02.2018 - 11.2020
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.
Maintained up-to-date knowledge of changes in taxation laws.
Prepared annual individual, corporate, trust, estate, gift and partnership tax returns.
Assisted clients with personal and corporate tax issues.
Gathered banking transactions via statements, recorded activity in Excel format and reconciled balances.
Division 7A and capital gains.
Business Services Accountant
Platinum Accounting Group
Mulgrave, VIC
08.2016 - 02.2018
Prepared individual tax returns, partnership tax returns, SMSF tax returns, company tax returns, trust tax returns, and FBT returns, including financial statements.
Prepared Business Activity Statements
Liaise with the ATO and the client over the phone when necessary.y
MYOB AO for tax returns and financial preparation
Occasional data entry on Cashflow Manager software, MYOB Accounts Rights, and Xero for payroll.
My client portfolio included major coffee roasters in Melbourne; major café in Hospitals; tradesmen; investors; digital marketers
Biggest turnover $25million.
Intermediate Business Services Accountant
Craig Allen & Associates
Beaumaris, VIC
07.2012 - 05.2015
Prepare individual tax returns, partnership tax returns, SMSF tax returns, company tax returns, trust tax returns, and FBT returns, including financial statements.
Prepared Business Activity Statements
Liaised with ATO and client over the phone when necessary
MYOB AE for tax returns and financial preparation
Occasional data entry on Cashflow Manager software.
My client portfolio included tradesmen; Music producers; parts manufacturers; share investors
Biggest turnover $5 million approximately
Education
CPA Australia
11-2019
BACHELOR OF BUSINESS ACCOUNTING -
HOLMESGLEN INSTITUTE OF TAFE
12.2011
Skills
Fluent in English and fluent in French
Friendly
Eager to learn new things
Fast learner
Hobbies and Interests
Afternoon walks with my family.
Cooking nice food.
Getting together with friends.
Going on holidays, preferably beach holidays.
Watching Netflix.
Timeline
Accountant
Port Phillip Group
02.2023 - 03.2023
Accountant
Mentor Group
05.2021 - 08.2021
Accountant
Highview Accounting & Financial (Cranbourne)
02.2018 - 11.2020
Business Services Accountant
Platinum Accounting Group
08.2016 - 02.2018
Intermediate Business Services Accountant
Craig Allen & Associates
07.2012 - 05.2015
CPA Australia
BACHELOR OF BUSINESS ACCOUNTING -
HOLMESGLEN INSTITUTE OF TAFE
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