Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
Generic

Shaheryar Adil

Yokine,Australia

Summary

I currently work with a wide range of Family Trusts, Companies, partnerships and individuals to help my clients achieve their goals. I work well independently and in a team, always put myself in client's shoes & care about every detail of my work while building trusting relationships with my clients through a high level of contact and proactive approach.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Jr. Tax Accountant

Galluccio Griggs
Perth, WA
11.2023 - Current
  • Review financial statements and tax returns prepared by junior staff to determine potential corrections.
  • Assist clients with personal and corporate tax issues.
  • Assist partners with tax strategies and business development calls.
  • Research complex tax issues and provide solution to clients.
  • Preparation of financial statements and tax returns for Partnerships,Trusts,Companies and Individuals
  • Preparation of BAS statements and company accounts using Xero

Accountant

Charter Financial Services
Perth, Australia
01.2023 - 11.2023
  • Preparing financial statements for various client entities including individual, partnership, trust and companies
  • Finalizing income tax returns for individual, partnership, company and trust
  • Preparation of quarterly and annual BAS statements using Handisoft,MYOB and Xero
  • Reconciling bank accounts and determining appropriate Capital Gain Tax implications
  • Preparing worksheets for GST, Super, Income Tax, Beneficiary Accounts, Rental Property and Capital Gains Tax
  • Analysis of general ledger to rectify discrepancies and passing adjusting journals to reconcile accounts on MYOB and XERO
  • Reconciliation of GST, PAYG and ATO integrated accounts
  • Perform year-end audits while maintaining working documents accurately
  • Advise clients on distribution of year end profits & Trust distributions
  • Corresponding with ATO and client contact to resolve compliance related matters.

Tax Associate

Ernst and Young
EY KSA
12.2021 - 11.2022
  • Prepare annual corporate tax returns with the use of appropriate adjustments, deductions, and credits to ensure tax compliance
  • Perform Account payable and receivable reviews with the audited financial statements to investigate discrepancies while preparing for appeals
  • Advise the client regarding tax impact on corporate strategies including preparation of tax provision schedules
  • Interview clients to obtain additional information regarding taxable income, deductible expenses, and allowances
  • Execute detailed analysis of cash flow and financial statement to determine taxable transactions while maintaining compliance with the authority
  • Manage smooth client relationships through a high level of contact, a proactive approach, and timely communication
  • Communicate with federal & state tax authorities using appropriate channels to obtain best resolution for clients
  • Calculate form preparation fees according to return complexity and processing time required.

Customer Care Officer, Call Centre (Banking)

United bank Limited
Karachi, Pakistan
10.2020 - 11.2021
  • Assist customers with setting up or closing accounts, completing loan applications, and signing up for new services
  • Manage customer expectations by clarifying needs, identifying options, and recommending products and services
  • Answer a high volume of calls daily with a call management system and web-based communications
  • Manage accounts payable - preparing payment schedules for regional bank branches for day-end reconciliation
  • Execute wire transfers, stop payments, and account transfers
  • Daily bank reconciliations, undertaking receipting, allocation, and banking procedures
  • Respond to customer inquiries and resolve disputed transactions
  • Partnering with senior managers in building measures & KPIs to encourage innovative practice.

Key Account Executive

Techno B. Pty Ltd
Karachi, Pakistan
03.2020 - 10.2020
  • Manage extensive accounts receivable, follow up with debtors on overdue payments, and run quarterly DSOs
  • Design installment plans to enhance customer acquisition during the promotion period
  • Complete data entry, authorization, and timely payment of supplier invoices in accordance with company procedures
  • Assist in month-end process and year-end process- preparation of reconciliations of General Ledger accounts, Balance Sheet accounts, and Inter-company accounts
  • Monitor the security and any fraudulent activity within the ledger
  • Investigate and resolve accounts payable inquiries
  • Manage the payment signatory process and update the vendor & customer details as required.

Education

Bachelor of Accounting -

La Trobe University
11.2019

Diploma of Business -

La Trobe University
07.2017

A Levels - Cie Examination -

The Lyceum School
06.2016

O Levels - Cie Examination -

The Metropolitan Academy
07.2014

Skills

  • Proficient in Xero and Handi Tax software
  • Auditing Assistance
  • MS Excel
  • Investigative skills
  • Verbal and Written Communication
  • BAS and IAS
  • Assist Tax Planning Strategies
  • Tax Preparation

Certification

Diploma in Business, Community Service - YWDC, 2017, 06

References

References available upon request.

Timeline

Jr. Tax Accountant

Galluccio Griggs
11.2023 - Current

Accountant

Charter Financial Services
01.2023 - 11.2023

Tax Associate

Ernst and Young
12.2021 - 11.2022

Customer Care Officer, Call Centre (Banking)

United bank Limited
10.2020 - 11.2021

Key Account Executive

Techno B. Pty Ltd
03.2020 - 10.2020

Bachelor of Accounting -

La Trobe University

Diploma of Business -

La Trobe University

A Levels - Cie Examination -

The Lyceum School

O Levels - Cie Examination -

The Metropolitan Academy
Shaheryar Adil