Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Sara Ramos

Kingscliff

Summary

Skilled and hard-working accountant with six years of experience in public accounting. Hands on experience of providing professional advise on taxation for sole traders and small business entities. Highly motivated to learn and grow in a different occupation field as well as undertake training with sheer determination and dedication.

Overview

13
13
years of professional experience

Work History

Accountant

Core Accounting Pty Ltd
01.2020
  • Preparation of financial statements and Business Activity Statements through Xero practice manager
  • Preparation of tax returns for sole trader, partnership, trusts, and companies.

Accountant

Launceston Findex Pty Ltd
01.2021 - Current
  • Preparation of financial statements and complex tax returns for individuals, companies, partnerships, trusts and other entities
  • Research and analyse tax law changes to ensure compliance with federal state and local regulations
  • Preparation of client’s monthly invoice based on the WIP entries report including invoice narrations or detailing services completed for client and write off assessment
  • Identify and implement tax planning strategies to minimise tax liabilities
  • Analysis of client’s ATO income tax account and business activity statement account to understand and provide advice to the client what the outstanding balance is made of
  • Develop and maintain relationships with clients to ensure any reporting obligations such as tax payments and lodgements of quarterly or monthly business activity statements are met in timely manner
  • Attending to client’s email correspondence
  • Research and analyse complex tax issues and provide recommendations
  • Preparation and finalisation of individual tax return through face to face appointment
  • Liaise with ATO and other Government bodies on client matters.

Trainee Accountant

Smithton Findex Pty Ltd
01.2017 - 01.2019
  • Working in close collaboration with the business advisory members and partner of the firm
  • Preparation of quarterly business activity statements, financial statements, tax returns and reconciliations for companies, partnerships, trusts and a range of individual businesses
  • Assist Senior accountant on business advisory projects as required by our clients
  • Ensure jobs are completed effectively by meeting technical standards and deadlines
  • Administration duties such as answering phone calls and appointment bookings when required
  • Preparation of Same Day Tax Refund through face to face appointment with clients.

Bar Staff

Top Thai Restaurant
01.2014 - 01.2015
  • Open restaurant and set up for the shift including table setting
  • Seating, presenting menus, taking orders, and serving guests following proper sequence and procedure
  • Clearing and resetting tables at conclusion of each course
  • Executed cash and credit transactions by ensuring that transaction totals matched with the recorded receipts total
  • Taking takeaway orders and food delivery.

Information Technology Apprenticeship

Department of Education / Circular Head Primary Schools
01.2012 - 01.2013
  • Assist school staff and students with troubleshooting and resolving network and system issues
  • Monitored and maintained system performance ensuring system availability and reliability
  • Installed and configured hardware, operating systems and application for end users.

Education

Bachelor of Commerce major in Accounting and Finance -

University of Southern Queensland
12.2020

Certificate III in Information and Media Technology -

NDA Computing
12.2012

Vocational Education and Training Certificate II in Food and Beverage -

Devonport TAFE Campus Tasmania
12.2011

Vocational Education and Training Certificate II in Business -

Smithton TAFE Campus Tasmania
12.2010

Vocational Education and Training Certificate II in Information Technology -

Smithton TAFE Campus Tasmania
12.2009

Skills

  • Tax compliance and regulation knowledge
  • Small business tax advisory
  • Tax research and analytical skills
  • Attention to detail and accuracy
  • Time management
  • Excellent communication and presentation skills
  • Adaptability to changing tax laws and regulations
  • Accounting software such as Xero and MYOB

References

Available upon request.

Timeline

Accountant

Launceston Findex Pty Ltd
01.2021 - Current

Accountant

Core Accounting Pty Ltd
01.2020

Trainee Accountant

Smithton Findex Pty Ltd
01.2017 - 01.2019

Bar Staff

Top Thai Restaurant
01.2014 - 01.2015

Information Technology Apprenticeship

Department of Education / Circular Head Primary Schools
01.2012 - 01.2013

Bachelor of Commerce major in Accounting and Finance -

University of Southern Queensland

Certificate III in Information and Media Technology -

NDA Computing

Vocational Education and Training Certificate II in Food and Beverage -

Devonport TAFE Campus Tasmania

Vocational Education and Training Certificate II in Business -

Smithton TAFE Campus Tasmania

Vocational Education and Training Certificate II in Information Technology -

Smithton TAFE Campus Tasmania
Sara Ramos