SURJEET JALHOTRA
Melbourne,Australia
Summary
Motivated Accountant promoting more than 7 years of expertise in monitoring federal and state tax laws and changes. An action-oriented individual with experience assisting with Tax and bookkeeping. A real team player and tax expert with dynamic analysis and process improvement talents. Highly analytical, deadline driven Accountant who completes accounting activities with accuracy and speed.
Overview
10
10
years of professional experience
Work History
Accountant
Soniez Group
03.2020 - Current
- Handled day-to-day accounting processes to drive financial accuracy.
- Reconciled accounts and reviewed expense data, net worth, and assets.
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
- Gathered financial information, prepared documents, and closed books.
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
- Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
- Used advanced software to prepare documents, reports, and presentations.
- Managed cash flow effectively, ensuring all company liabilities were met in a timely manner and surplus funds were invested wisely.
- Prepared and filed tax forms to meet needs of customers.
- Increased efficiency by streamlining accounting processes and implementing new financial software.
- Supported department objectives by participating in cross-functional projects with other departments as needed.
- Established strong relationships with banking partners to facilitate access to various financial services and secure favorable lending terms for the organization.
- Conducted thorough internal audits to identify discrepancies, recommend corrective actions, and ensure adherence to established policies and procedures.
- Maintained integrity of general ledger and chart of accounts.
Tax Accountant
MaxMargin Accountants
06.2018 - 07.2019
- Reconciled all tax accounts on a monthly basis for an annual revenue-producing company
- Worked closely with clients to properly fill out their tax forms and file their tax returns electronically
- Performed complex general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations
- Computed taxes owed by applying prescribed rates, laws and regulations
- Maintained integrity of general ledger, including the chart of accounts
- Analysed and researched reporting issues to improve accounting operations procedures
- Performed administrative tasks such as record keeping, writing correspondence and gathering materials
- Compiled general ledger entries on a short schedule with nearly 100% accuracy
- Filed tax returns and prepared governmental reports in compliance with strict standards
- Trained 2 new employees on accounting principles and company procedures
- Prepared documents, reports and presentations using advanced software proficiency
- Reduced annual tax adjustments by better financial control
- Maintained fixed asset module and calculate and record monthly depreciation expense
- Managed the filing of federal, state and local income taxes within established time frames
- Formation of Company, Partnership Firm, Trust (ABN, TFN)
- Experience in preparation of Business Activity Statement for Company.
Assistant Accountant
SK Malani & Co.
07.2014 - 09.2017
- Performed complex general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations
- Generated and mailed updated statements
- Performed administrative tasks such as record keeping, writing correspondence and gathering materials
- Prepared financial pages for presentation to senior management
- Worked with managers to develop annual expense plan goals
- Maintained fixed asset module and calculate and record monthly depreciation expense
- Monitored the status of accounts receivable and payable to facilitate efficient processing
- Supervised a team for accounting associates
- Processed payroll for employees
- Communicated with suppliers to reconcile invoice payments.
Education
Master of Professional Accounting and Finance - Accounting And Finance
Deakin University
Burwood, VIC02.2020
Certified Industrial Accountant Plus -
Institute of Computer Accountant
Pune, India10.2017
Bachelor in Business Management (International Business) - International Business
Pune University
Pune, India06.2017
Skills
- Certified Microsoft Office
- Tally
- ERP Software
- Accounting Records Analysis
- Business Tax Planning
- Regulatory Compliance
- Partnership accounting
- Auditing procedures
- Xero
- Myob
- Certified SAP
- Internal tax policies
- General ledger reconciliations
- Corporate tax filings
- Tax computing
- Invoice coding familiarity
- Bookkeeping
- Financial reporting specialist
- Accounting management
- Taxation proficiency
- Strong communication skills
- SAP expertise
- Tax accounting
- Individual tax returns, Sole Trader, Company, Trust, business Tax Return
- Preparing BAS (Business Activity Statement)
- Customer relations
- Cash Flow Management
- Payroll Management
- QuickBooks expert
- Estate Tax Returns
References
- Mrugesh Soni, Director, Soniez Group, 77 Mackie Road, Mulgrave VIC 3170, 1800 771 900, info@soniezgroup.com.au
- Sam Judge, Director, MaxMargin Accountants, Office 2, Level 1, 6 Neville Avenue, Laverton, VIC, 3028, 1300 886 518, info@mmcpa.com.au
- Sumit Malani, Director, SK Malani & Co., Building Number 21 Flat No 6, Daulat Co Operative Housing Society, Kothrud, Pune, 411038, +919158806782, sumitk.malani@gmail.com
Training
- Certified Industrial Accountant
- Certified Import - Export Management
- Certified Microsoft Office User
- Certified SAP software In Accounting
- Certified Tally ERP and Quick Book
Timeline
Accountant
Soniez Group
03.2020 - Current
Tax Accountant
MaxMargin Accountants
06.2018 - 07.2019
Assistant Accountant
SK Malani & Co.
07.2014 - 09.2017
Master of Professional Accounting and Finance - Accounting And Finance
Deakin University
Certified Industrial Accountant Plus -
Institute of Computer Accountant
Bachelor in Business Management (International Business) - International Business
Pune University
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