Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Praanveer Singh

Henley Brook,WA

Summary

Dynamic and results-oriented professional with over a decade of experience in accounting, taxation, financial management, and customer relations. Armed with a Master’s degree in Accounting and an Advanced Diploma in Leadership and Management, I bring proven expertise in preparing and reviewing financial statements, tax returns, and providing strategic tax advisory services for SMEs and high-net-worth individuals. Skilled in navigating complex tax issues, including CGT, Div7a, GST, and FBT, while maintaining strict compliance with legislation and professional standards.

Adept at mentoring junior staff, developing client relationships, and streamlining processes for enhanced operational efficiency. Demonstrated excellence in client service, problem resolution, and audit support. Strong administrative and organizational skills, complemented by advanced analytical abilities, ensuring data integrity and timely deliverables. Possesses a robust background in banking and financial services, with a focus on customer-centric solutions and risk management. Highly committed to continuous professional development and delivering impactful results aligned with organizational goals.

Overview

15
15
years of professional experience

Work History

Sr Accountant

Pio and Associates
01.2018 - Current
  • Company Overview: Elite tax
  • Financial Statements & Tax Returns: Efficiently prepared and finalized financial statements and income tax returns for individuals, partnerships, companies, and trusts, emphasizing accuracy and compliance
  • Tax Advisory for SMEs and HNWIs: Expertly prepared and reviewed complex tax returns, providing strategic tax advice on CGT, Div7a and GST, thereby optimizing clients' tax positions
  • BAS and IAS Submissions: Prepared and lodged Business Activity Statements (BAS) and Instalment Activity Statements (IAS) with a focus on timeliness and accuracy
  • Complex Tax Advice: Delivered comprehensive tax advisory services, addressing intricate issues related to CGT, Div7a, GST, and FBT, aiding clients in navigating tax complexities
  • Audit and Project Support: Assisted clients with audit processes and managed ad-hoc financial projects, demonstrating adaptability and specialized expertise
  • Client Relationship Development: Established and nurtured enduring relationships with clients, offering regular updates and tailored advice
  • Compliance and Integrity: Ensured all activities were in strict adherence to professional standards and relevant legislation, maintaining data integrity and meeting deadlines
  • Junior Staff Mentorship: Acted as a mentor to junior and offshore accountants, guiding them through work processes and enhancing their professional development
  • Continuous Learning: Maintained up-to-date knowledge of tax laws and accounting practices, participating actively in professional development programs
  • Administrative Excellence: Streamlined administrative and organizational processes within my portfolio, enhancing efficiency and service delivery
  • Effective Communication: Utilized excellent verbal and written English communication skills for clear and impactful interactions with clients and colleagues
  • Elite tax

Tax Consultant

H&R Block
01.2017 - 01.2018
  • Conducts full tax interviews for the purpose of preparing complete, accurate tax returns in accordance with the information supplied by the client so clients pay the least possible tax as prescribed by tax law
  • Prepares returns for electronic transmission, verifying that each return is free from errors and in transmittable form
  • Review returns per District Manager's instructions
  • Provides tax information and answers client's tax questions in person and on the phone
  • Implements Block client service and public relations programs, as well as Office procedures and reporting systems
  • Is responsible for accurately determining and receiving the fee for services provided and that the fees are in accordance with the Company's schedule of charges
  • Is responsible according to the Company's instructions for depositing all money that is received at a designated location on the day of collection
  • Properly uses current H&R Block client service programs with each client
  • Assists clients with tax problems and handles client complaints
  • Maintains current tax knowledge by researching tax situations, reading Tax News and other provided publications

Taxation Advisor

Success Tax Professionals
01.2016 - 01.2017
  • Individual Taxation: Meets with individuals and clients in de facto relationships to assess their financial needs and assist with tax return preparation
  • Analyses clients' tax return data to calculate deductions and credits and determine strategies to help in minimising income tax
  • Obtains required documentations such as paystubs, investment income statements and other financial statements
  • Manages the prompt preparation and lodgement of BAS and income tax returns to prevent late lodgement penalties and fines
  • Computes depreciation and capital gains for clients' assets whilst establishing tax strategies for different types of entities
  • Handles electronic and hard copies of confidential documents in accordance to company's file management policies
  • Maintains effective client relationships through a clear understanding of their business needs and requirements
  • Serves as the primary liaison with government bodies such as ATO, OSR and ASIC
  • Performs other administrative tasks such as preparing client application forms, receiving inbound enquiries, maintaining the office hardware and filing of data and private tax

Customer Relationship Officer

State Bank of India
01.2010 - 01.2014
  • Developed relationships with High Net-worth Individuals and government accounts to meet established sales and new client growth targets
  • Assessed risk profile, suitability and appropriateness of clients in promoting banking products and services in response to customers' needs
  • Assisted with loan application by explaining to customers the different types of available loans and credit options and terms of these services
  • Built rapport and maintained a professional approach with prospective and existing clients, effectively handling and resolving complaints
  • Collected and organised all vital information from customers to prepare and endorse loan application and credit analysis reports for approval
  • Effectively handled large cash transactions with minimal outages or overages as well as maintained and registered bank charges
  • Created monthly reports relating to branch's performance as well as assisted auditors in periodic branch audit and inspection
  • Leveraged SAP applications to prepare and maintain payroll and accounting databases and manage personnel information in HRMIS
  • Co-ordinated with H.R
  • On a regular basis to induct and setup employees Correctly according to their location and designation so that they receive the correct allowances and benefits
  • Conducted back-office work including ensuring proper functioning of ATMs, immediately reporting breakdowns to prevent service interruptions
  • Kept up-to-date with relevant developments to achieve a satisfactory level of knowledge of company's private banking products and services

Education

Advanced Diploma - Leadership and Management

WAIFS
01.2021

Diploma - Leadership and Management

WAIFS
01.2020

Master - Professional Accounting

University of Western Australia
01.2016

Bachelor - Commerce with Honours in Electronic Commerce

Institute of Company Secretaries of India
01.2010

Skills

  • Leadership and Management
  • Accounting and Financial Expertise
  • Taxation and Compliance
  • Client Relationship Management
  • Audit and Project Support
  • Communication and Interpersonal Skills
  • Banking and Financial Services
  • Variance analysis
  • Team Training
  • Financial management
  • Critical thinking and analysis
  • Expertise in Microsoft Office, Handitax, Quickbooks, ATO Portal, Xero, MYOB, SAP

Languages

English
Native or Bilingual
Hindi
Native or Bilingual
Punjabi
Native or Bilingual

Timeline

Sr Accountant

Pio and Associates
01.2018 - Current

Tax Consultant

H&R Block
01.2017 - 01.2018

Taxation Advisor

Success Tax Professionals
01.2016 - 01.2017

Customer Relationship Officer

State Bank of India
01.2010 - 01.2014

Diploma - Leadership and Management

WAIFS

Master - Professional Accounting

University of Western Australia

Bachelor - Commerce with Honours in Electronic Commerce

Institute of Company Secretaries of India

Advanced Diploma - Leadership and Management

WAIFS

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