Samantha McCarthy
The Gap,Qld
Summary
Competent Senior tax professional with over 20 years of extensive business and individual taxation experience. Proficiency in use of computers and accounting and tax software programs such as Xero, MYOB, Handisoft and BGL 360. Excellent analytical and time management skills, strong numeracy skills and keen attention to detail to drive results. My favourite part of accounting however is the client contact, growing strong relationships and helping the client work towards their goals.
Overview
24
24
years of professional experience
2
2
years of post-secondary education
Work History
Senior Tax Accountant / Financial Controller
Create Capital Pty Ltd
01.2006 - Current
- Preparation of tax returns for the Group including Company, Trust, Partnership, Individual and SMSF returns
- Completed in-depth research into tax issues affecting operations
- Reviewed financial reports to correctly ascertain taxation and statement requirements.
- Managed Cash flows, overseeing accounts payable and accounts receivable
- Oversaw team of accountants
- Computed tax depreciation rates on business assets
- Bank and Inter-entity reconciliations
- Provision of monthly reporting to the board
- Contribute to Management meetings on strategy, growth and addressing concerns
- Managed over $500M in loans and for those loans, assigned incoming investors
- Managed relationships with associates, borrowers, brokers, investors, team members and key people.
Principal
McCarthy & Associates Chartered Accountants
07.2005 - 09.2021
- Preparation of tax returns for Companies, Trusts, Partnerships Individuals and SMSF.
- Preparation of BAS and IAS
- Preparation of Financial Statements
- Liaise with Government and Taxation authorities such as the ATO and ASIC
- Develop and Maintain Client relationships, via meetings, phone calls and emails
- Managing a team of accountants and review of their work
- Bringing in work, attending to marketing and networking
- Managing the firms cashflow, wages and IT issues
Senior Tax Accountant
Hall Chadwick
04.2000 - 07.2005
- Preparation of tax returns for Companies, Trusts, Partnerships Individuals and SMSF.
- Preparation of BAS, IAS, FBT and Payroll tax forms
- Preparation of Financial Statements
- Liaise with Government and Taxation authorities such as the ATO and ASIC
- Develop and Maintain Client relationships, via meetings, phone calls and emails
- Managing a team of accountants and review of their work
Education
Certificate IV - Finance And Mortgage Broking
Kaplan Professional
Brisbane10.2019
Certificate IV - Business Coaching
Open Door Coaching
Elwood, VIC05.2016
Diploma - Financial Planning
Kaplan Professional
Brisbane06.2014
CA Program - Accounting
Institute of Chartered Accountants
Brisbane 02.2001 - 07.2003
Bachelor of Commerce - Accounting
Griffith University
Brisbane, QLD12.1999
Skills
- Strong organizational skills
- Critical Thinking Capacity
- Advanced Excel knowledge
- Tax Compliance Expertise
- Adaptable to change
- Teamwork and Collaboration
- Reliability
- Excellent Communication
- Self Motivation
- Professionalism
Timeline
Senior Tax Accountant / Financial Controller
Create Capital Pty Ltd
01.2006 - Current
Principal
McCarthy & Associates Chartered Accountants
07.2005 - 09.2021
CA Program - Accounting
Institute of Chartered Accountants
02.2001 - 07.2003
Senior Tax Accountant
Hall Chadwick
04.2000 - 07.2005
Certificate IV - Finance And Mortgage Broking
Kaplan Professional
Certificate IV - Business Coaching
Open Door Coaching
Diploma - Financial Planning
Kaplan Professional
Bachelor of Commerce - Accounting
Griffith University
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