Mary Lewis
ULLADULLA,NSW
Summary
Efficient Tax Professional with 15 years of financial statements and tax preparation experience.
Tax Practice Manager responsible for operations of busy Practice
Overview
16
16
years of professional experience
1
1
Certification
Work History
Registered Tax Agent
My Tax Accounting Professionals
01.2020 - Current
- Increased client satisfaction by providing timely and accurate tax preparation services.
- Streamlined tax filing processes for improved efficiency and reduced errors.
- Assisted clients with complex tax situations, ensuring compliance with federal and state regulations.
- Stayed up-to-date on current tax laws and regulations, providing knowledgeable advice to clients.
- Conducted thorough research to identify potential tax savings opportunities for clients.
- Managed a diverse portfolio of individual and business clients, consistently meeting deadlines and filing requirements.
- Developed strong relationships with clients through clear communication and excellent customer service.
- Provided tax planning services, helping clients make informed financial decisions throughout the year.
- Prepared accurate tax returns for individuals, partnerships, corporations, trusts, and non-profit organizations.
- Maintained detailed records of all client interactions for future reference and easy access during subsequent tax seasons.
- Implemented software updates as necessary to keep pace with changing technology standards within the industry.
- . Participated actively in professional development opportunities including conferences, workshops, seminars and webinars, keeping abreast of emerging trends, legal changes and related taxation matters.
Practice Manager
ITax Accounting Professionals
01.2008 - 07.2022
- Enhanced tax compliance by leading the implementation of automated tax software systems.
- Streamlined tax reporting processes for increased efficiency and accuracy in financial data.
- Managed a team of junior accountants, providing mentorship and professional development opportunities to foster growth.
- Conducted comprehensive tax research to stay updated on industry trends, regulations, and best practices.
- Developed strong client relationships by consistently delivering high-quality service and prompt communication.
- Collaborated with cross-functional teams to ensure seamless integration of tax considerations into business decisions.
- Optimized internal controls by implementing standardized procedures for managing workpapers, documentation, and recordkeeping.
Education
Graduate Certificate of Taxation - Taxation
University of New South Wales
Sydney, NSWNo Degree - CTA1 Foundations of Taxation
The Tax Institute
Sydney, NSW2015
Post Graduate Diploma in Management - Management
Charles Sturt University
Bathurst, NSW06.1991
Skills
- Tax Software Proficiency
- Preparation of comprehensive Financial Statements for a variety of entities
- Preparation of Individual, Partnership, Company and Trust Tax Returns
- Continuous Learning Mindset
- Accounting Principles Mastery
- Tax Research Capabilities
- Organizational Skills
- Problem Solving Aptitude
- Attention to Detail
- Tax Law Knowledge
- Tax Compliance Expertise
- Bookkeeping Expertise
- Payroll Processing Competence
- Tax Planning Strategies
- Client Relationship Management
- Recordkeeping and Documentation
Affiliations
- AIPA
- AIFA
- ATI
Certification
Registered Tax Agent (Individual) 26023220
Registered Tax Agent (Company) 26007268
Xero Silver Partner
Timeline
Registered Tax Agent
My Tax Accounting Professionals
01.2020 - Current
Practice Manager
ITax Accounting Professionals
01.2008 - 07.2022
Graduate Certificate of Taxation - Taxation
University of New South Wales
No Degree - CTA1 Foundations of Taxation
The Tax Institute
Post Graduate Diploma in Management - Management
Charles Sturt University
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