Summary
Overview
Work History
Education
Skills
Disclaimer
Professional References
Timeline
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Martin Philip

Bundaberg,Australia

Summary

Dynamic and results-oriented professional with extensive experience in tax preparation, financial statement analysis, and bookkeeping, honed at Simple Solutions Accounting and other notable firms. Excelled in utilizing advanced accounting software like Xero and MYOB, demonstrating exceptional analytical skills and a commitment to enhancing operational efficiency. Proven track record in strategic planning and payroll management, showcasing leadership and meticulous attention to detail.

Overview

13
13
years of professional experience

Work History

Assistant Accountant

Simple Solutions Accounting
Bundaberg, Queensland
08.2021 - Current
  • Prepared income tax returns for individuals, partnerships, corporations, trusts, and SMSFs.
  • Preparation of FBT returns and performing FBT calculations.
  • Provided guidance on taxation issues, including capital gains, trusts, and foreign income.
  • Prepared accurate financial statements in compliance with accounting principles.
  • Reviewed general ledger entries for accuracy and completeness.
  • Managed daily bookkeeping tasks, including journal entries and ledger maintenance.
  • Prepared and filed activity statements for various entities.
  • Experience in managing payroll and superannuation, including preparation and lodgement of the Super Guarantee Charge Statement.

Independent Contractor

Premier Tax & Bookkeeping
Adelaide, Australia
07.2020 - Current
  • Prepared income tax returns for individuals
  • Answered questions from taxpayers and assisted individuals with completing tax forms.

Bookkeeper

The Money Edge
Bundaberg, Australia
11.2020 - 07.2021
  • Handled sensitive financial information with confidentiality and integrity.
  • Prepared and processed payroll.
  • Posted journal entries to the general ledger system accurately and timely.
  • Utilized accounting software to streamline bookkeeping processes, increasing efficiency.
  • Reconciled bank statements to internal accounts monthly, identifying and resolving discrepancies.

Manager

Asian Spice Bazar
Bundaberg, Australia
01.2012 - 12.2019
  • Developed strategic plans to increase profitability and efficiency.
  • Collaborated with other owners on joint ventures and shared resources.
  • Identified new opportunities for growth, expansion, and diversification.

Education

CPA - Accounting And Finance

CPA Australia
01-2025

Certificate IV - Accounting and Bookkeeping

TAFE Queensland
01.2020

Master of Social Work (MSW) -

Shree Devi Institute of Social Work
Mangalore, India
01.2006

Master of Commerce (M. Com) -

Newman College
Thodupuzha, Kerala, India
01.2003

Tax Agent Program - Australian Taxation Law

The Tax Institute
Queensland

Skills

  • Preparing income tax returns and financial statements for various entities
  • Preparation of FBT returns and cash flow statements
  • Preparation and lodgment of activity statements
  • Bookkeeping
  • Accounts receivable and payable
  • Managing payroll and superannuation
  • Experience in Access Tax, Access Ledger, Handi Tax, Handi Ledger, and Xero Tax
  • Experience in MYOB, Xero, Cashflow, QuickBooks, and Microsoft Office
  • How Now work papers

Disclaimer

I hereby declare that the above statements are correct to my knowledge and belief.

Professional References

  • Glenn Lecky, FCPA, Simple Solutions Accounting, Bundaberg, (07) 4152 1767
  • Ally Wadwell, Senior Accountant, The Money Edge, Bundaberg, (07) 4151 8898

Timeline

Assistant Accountant

Simple Solutions Accounting
08.2021 - Current

Bookkeeper

The Money Edge
11.2020 - 07.2021

Independent Contractor

Premier Tax & Bookkeeping
07.2020 - Current

Manager

Asian Spice Bazar
01.2012 - 12.2019

CPA - Accounting And Finance

CPA Australia

Certificate IV - Accounting and Bookkeeping

TAFE Queensland

Master of Social Work (MSW) -

Shree Devi Institute of Social Work

Master of Commerce (M. Com) -

Newman College

Tax Agent Program - Australian Taxation Law

The Tax Institute
Martin Philip