SANJU LAMA
Belmont
Summary
Detail-oriented accounting professional with a Master of Professional Accounting and extensive experience in financial analysis, tax preparation, and audit support. Proficient in Xero, MYOB, and Access Tax Cloud, with a proven track record of ensuring accuracy in financial records, compliance with ATO regulations, and delivering tailored financial solutions to diverse clients. Skilled in financial reporting, tax compliance, and client service, with a focus on delivering precise and timely results. Committed to continuous learning and contributing to dynamic and results-driven accounting teams.
Overview
6
6
years of professional experience
2023
2023
years of post-secondary education
3
3
Certifications
Work History
Customer Service Representative
BP
09.2023 - Current
- Assisted over 200 customers daily with transactions, refunds, and inquiries, maintaining a 98% customer satisfaction rate
- Restocked shelves and maintained product displays, increasing product visibility by 20%
- Processed cash, credit, and debit card payments, handling transactions totaling over $20,000 daily
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Responded to customer requests for products, services, and company information.
Intern
ECU Tax Clinic
Joondalup, Western Australia
07.2024 - 10.2024
- Supported staff in completing over 50 administrative tasks weekly, reducing workload and improving team efficiency.
- Gained hands-on experience with industry software like Xero and MYOB, increasing technical proficiency by 30% and applying learned concepts to real-world scenarios.
- Analyzed and resolved 20+ work-related issues monthly, collaborating with teams to develop efficient solutions and maintain a positive work environment.
- Assisted over 50 clients with tax preparation, ensuring 100% compliance with regulations and achieving a 98% accuracy rate in lodging more than 50 individual tax returns.
- Provided tax advice to 15 small businesses, enhancing GST and capital gains tax calculations, and prepared financial reports for 10 small businesses and companies.
- Delivered high-quality customer service by managing over 30 client inquiries weekly and handling up to 20 interactions daily across phone, email, and in-person meetings.
- Organized and maintained over 200 files, spreadsheets, and reports, ensuring accurate ATO reporting and streamlined operations.
Tax Consultant
H&R Block
Belmont, Western Australia
07.2024 - 10.2024
- Utilized Access Tax Cloud to prepare and lodge over 100 tax returns, ensuring 100% compliance with ATO regulations
- Interviewed clients to obtain additional information on taxable income, deductible expenses, and allowances.
- Managed simple and complex tax filings for more than 70 individuals and businesses
- Collaborated with senior consultants to manage high-volume tax filings, resolving complex queries and delivering effective tax strategies
- Conducted detailed client financial reviews, leading to 95% accuracy in tax lodgments
- Consistently filed up to 10 tax returns daily, maintaining a 100% on-time filing rate and high client satisfaction
- Reduced client tax liabilities by identifying applicable deductions and credits.
- Advised clients on best practices for maintaining compliance with changing tax regulations, avoiding costly penalties.
- Negotiated payment plans with taxing authorities on behalf of financially distressed clients, easing their burden.
- Maintained positive relationships with both existing and prospective clientele through excellent customer service and responsiveness.
Customer Service Representative / Teller / Operations In-Charge
Prime Commercial Bank
Belmont, WA
12.2018 - 01.2023
- Led bank operations, improving service delivery by 15% through process streamlining and regulatory compliance
- Supervised teller operations, handling over $15 million in transactions daily across teller windows and the vault
- Oversaw vault security, ATM maintenance, and cash inventory, reducing transaction errors by 20%
- Managed daily balancing of teller drawers, ensuring 100% accuracy in cash handling
- Prepared daily, weekly, and monthly reports, improving operational efficiency by 20%
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
Education
Master of Professional Accounting - Accounting
Edith Cowan University
Joondalup, WA 02.2023 - 02.2024
Master of Business Studies - Accounting & Finance
Shankerdev Campus
Skills
Data Entry
Analytical Skills & Problem-Solving
GAAP Knowledge
Tax Preparation & Tax Compliance
Xero, MYOB, and Access Tax Cloud
Microsoft Excel & Microsoft Office 365
Attention to Detail
Client Management
Communication Skills
Financial Reporting
Reconciliation
Invoicing and billing
Certification
H&R Block Income Tax Course, 2023
Accomplishments
- Successfully improved tax filing accuracy rates by 15% at H&R Block through detailed reviews and process improvements.
- Received recognition for client satisfaction during peak tax season at H&R Block.
- Awarded 'Employee of the Quarter' for maintaining a 100% error-free transaction record at Prime Commercial Bank.
Timeline
Intern
ECU Tax Clinic
07.2024 - 10.2024
Tax Consultant
H&R Block
07.2024 - 10.2024
Customer Service Representative
BP
09.2023 - Current
Master of Professional Accounting - Accounting
Edith Cowan University
02.2023 - 02.2024
Customer Service Representative / Teller / Operations In-Charge
Prime Commercial Bank
12.2018 - 01.2023
Master of Business Studies - Accounting & Finance
Shankerdev Campus