Summary
Overview
Work history
Education
Skills
Timeline
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Sarah Goodwin

Riverstone,NSW

Summary

Team-oriented Chartered Accountant adept at creating clear and comprehensive financial reports to present and discuss with a wide range of clients.

Enjoys being part of dynamic team.

Experienced Accountant proficient in laws and procedures governing business operations, tax filings and regulatory compliance. Capable of handling detail-oriented work in methodical and organised fashion. Proven success at revamping and strengthening controls, reorganising processes and simplifying procedures to maximise efficiencies. Proficient in Xero, MYOB and QuickBooks. Equipped to help clients with diverse accounting and bookkeeping needs. Accurate in preparing statements, reviewing records and advising on strategies for minimising liabilities.

Overview

23
23
years of professional experience
13
13
years of post-secondary education

Work history

Supervisor - Chartered Accountant

CIB Accountants and Advisers
Penrith, New South Wales
08.2016 - Current
  • Conducted reviews of financial processes and transactions to identify discrepancies.
  • Guided high wealth clients on growth strategies to prepare for asset protection and protecting intergenerational wealth transfer.
  • Counselled business clients on potential operational risks and areas for financial improvement, resulting in implementing strategies to mitigate risks of waste, fraud and/or errors.
  • Produced high quality and accessible financial statements, reports and forecasts.
  • Maintained up-to-date working knowledge of legislative changes within taxation and related areas.
  • Discuss clients' year-to-date results and plans for the coming years to effectively prepare scenarios for the client to assess and implement to minimise their tax liability in full compliance of current tax legislation.
  • Attend to workflow scheduling for a team of four junior colleagues and provide necessary updates to management and partners in a timely fashion
  • Documented organisational processes and procedures to encourage accountability among team members.
  • Prepare consolidated quarterly and yearly balance sheets for a group of entities to track financial trends and performance.
  • Prepared Financial Statements, GST returns and Income Tax Returns for companies, trusts, partnerships and individual clients.
  • Accurately documented all cash, credit, fixed assets, accrued expenses and line of credit transactions.
  • Updated journal entries and accounts on accrual basis with a range of accounting software including Xero, MYOB and Quickbooks.

Tax consultant

H & R Block
Parramatta, New South Wales
06.2013 - 08.2016
  • Managed high-volume tax return preparation through diligent planning.
  • Worked to prepare capital gain tax computations adhering to government regulations.
  • Managed workload for portfolio of more than 2,500 clients per year
  • Provide training for potential employees prior to the tax season.
  • Educate, review and provide on-the-job to support colleagues and junior staff.
  • Stayed up-to-date on current tax legislation and proposed developments.
  • Responded to client requests for information with target timeframes for reliable service.

Debt and Lodgement

Australian Taxation Office
Parramatta, New South Wales
11.2000 - 12.2001
  • Worked in call-centre environment handling manual and automatically dialled outbound calls.
  • Monitored accounts for compliance with established payment plans and flagged those in violation.
  • Maintained high volume of calls to meet demands of busy periods.
  • Exceeded collection target goals with assertive communication and negotiation skills.


Education

Chartered Accountant - Accounting

Chartered Accountants Australia and New Zealand
Australia
09.2016 - 06.2020

Bachelor of Accounting - Accounting

University of South Australia
Australia
05.2004 - 08.2013

Skills

  • Financial reporting
  • Tax planning
  • Senior stakeholder liaison
  • Tax law understanding
  • Account reconciliation processes
  • Payroll processing
  • Proficient in MYOB, Xero and Quickbooks software

Timeline

Chartered Accountant - Accounting

Chartered Accountants Australia and New Zealand
09.2016 - 06.2020

Supervisor - Chartered Accountant

CIB Accountants and Advisers
08.2016 - Current

Tax consultant

H & R Block
06.2013 - 08.2016

Bachelor of Accounting - Accounting

University of South Australia
05.2004 - 08.2013

Debt and Lodgement

Australian Taxation Office
11.2000 - 12.2001

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Sarah Goodwin