Summary
Overview
Work History
Education
Skills
Timeline
Generic

Simi Kaur

Melbourne,VIC

Summary

Experienced in delivering excellent customer service, and supporting clients with accuracy and care. Motivated and detail-oriented accounting and tax professional with hands-on training in individual tax return preparation, skilled in using accounting software such as XERO, with a strong understanding of deductions, offsets, and tax documentation. Adept at working with clients to ensure accurate tax lodgment, record-keeping, and adherence to ATO regulations. Committed to continuous learning and delivering accurate, ethical financial services.

Overview

3
3
years of professional experience

Work History

Sales Advisor

Myer
Melbourne, VIC
02.2023 - Current
  • Provided customers with information on products and services available.
  • Collaborated with other departments to ensure successful delivery of services and products.
  • Created presentations demonstrating the value proposition of products and services.
  • Developed marketing campaigns for new or existing products.
  • Resolved customer complaints in a timely manner.
  • Conducted market research to identify trends and opportunities for growth.

Sales Associate

Zara
Melbourne, VIC
06.2022 - Current
  • Tracked sales performance metrics to identify trends in the marketplace.
  • Handled customer complaints in a professional manner.
  • Greeted customers and provided exceptional customer service.
  • Processed transactions using a point-of-sale system.
  • Maintained up-to-date knowledge of store merchandise and policies.
  • Processed credit card transactions quickly and securely.

Tax Consultant

H&R Block
Melbourne, VIC
07.2023 - 10.2025
  • Organized paperwork related to each client's case into a comprehensive file system.
  • Identified deductions and credits that clients were eligible for.
  • Maintained up-to-date knowledge of changing tax laws and regulations.
  • Educated clients on their rights and responsibilities under applicable laws.
  • Analyzed financial records to determine the appropriate tax filing status.
  • Provided advice on strategies to minimize taxes owed.
  • Reviewed tax returns for individuals, corporations and partnerships to ensure accuracy.
  • Participated in continuing education courses to stay abreast of new developments in taxation practices.

Education

Certificate IV in ACCOUNTING AND BOOKEEPING - Accounting

Chisholm Institute
Melbourne, VIC
10-2024

Certificate - Taxation

H&R BLOCK
Berwick, VIC
02-2024

Skills

  • Individual tax return preparation
  • Knowledge of Australian taxation law
  • Customer service
  • Customer relationship management
  • Tax compliance
  • Client education
  • Attention to detail
  • Sales performance tracking
  • Presentation skills
  • Team collaboration

Timeline

Tax Consultant

H&R Block
07.2023 - 10.2025

Sales Advisor

Myer
02.2023 - Current

Sales Associate

Zara
06.2022 - Current

Certificate IV in ACCOUNTING AND BOOKEEPING - Accounting

Chisholm Institute

Certificate - Taxation

H&R BLOCK
Simi Kaur