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