Summary
Overview
Work History
Education
Skills
Accomplishments
Volunteer Experience
References
Certification
Timeline
Generic

Tanya Samaan

Summary

Communicative and organized Client Advisor with experience providing exceptional client support services. Adapt at managing existing client relationships and formulating and implementing advice. Flexible Client Advisor with experience efficiently resolving issues for banking clients and providing operations support. Talented at selling various banking products and services with excellent understanding of basic bank transactions. Dedicated to working weekends and evenings to achieve necessary tasks and meet customer needs. Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level [Job Title] position. Ready to help team achieve company goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Client Advisor – Medico Division/Deceased Estates Team Leader

Cutcher & Neale
04.2019 - Current
  • Review Tax returns and financials statements prepared by junior and intermediate accountants
  • Provide feedback to preparers of tax returns and financial statements to better progress within their role and work effectively to benefit themselves and the team
  • Review and lodge monthly and annual payroll tax reconciliations as allocated to junior staff
  • Review tax and strategic plans based on three quarters of client data
  • Prepared and completed Tax Returns for individuals, companies, partnerships, trusts and estates using the Xero Practice Manager program
  • Prepared and completed Trial Balances, Business Activity Statements, Instalment Activity Statements & Annual GST returns using the Xero Practice Manager program
  • Prepared Financial reports for the above mentioned entity structures
  • Prepare tax and strategic plans based on three quarters of client data
  • Liaison with the Australian Taxation Office
  • Able to acquire clients information regarding Lodgment, Income Tax Accounts, Intergrated Client Accounts & Notice of Assessments via Tax Agents Portal
  • Prepare monthly and annual payroll tax reconciliations via the Service NSW website on behalf of clients
  • Dedicated team trainer for all new staff members
  • Dedicated “workpaper champion” within my division in which existing staff would reach out to in the case of an issue or any assistance
  • Attended client meetings both with firm partners and individually
  • Represent the firm at variance conferences and events held by Australian Medical Association NSW, Australian Dental Association NSW, Australian Association of Practice Management
  • Managing deceased estates workflow and reporting directly to partners
  • Liaise with solicitors directly with regards to deceased estates
  • Preparation and lodgement of TFN application and deceased persons notification form.
  • Enhanced client satisfaction by providing personalized advice and tailored product recommendations.
  • Strengthened client relationships through regular communication and proactive follow-up on inquiries.
  • Contributed to company growth by identifying new business opportunities and cross-selling services.
  • Streamlined processes for improved efficiency, enabling quicker response times to client requests.
  • Collaborated with team members to develop innovative solutions for complex client needs.
  • Maintained in-depth knowledge of industry trends and products, ensuring accurate guidance for clients.
  • Conducted comprehensive financial analysis to provide clients with strategic investment advice.
  • Provided exceptional customer service, consistently receiving positive feedback from clients and colleagues alike.
  • Assisted in training new team members, sharing best practices and expertise in Client Advisor role.
  • Managed a diverse portfolio of clients, effectively balancing priorities and meeting deadlines.
  • Developed strong rapport with clients through active listening and empathetic understanding of their goals and concerns.
  • Participated in networking events to establish valuable connections within the industry and community at large.
  • Demonstrated adaptability by quickly learning new systems, tools, or products as necessary for the job.
  • Facilitated smooth transactions between clients by coordinating with internal departments such as operations, legal, or compliance.
  • Enhanced team morale through consistent collaboration efforts aimed at fostering a positive work environment.
  • Educated clients on financial topics and best practices.
  • Educated clients on potential risks and rewards associated with various investments.
  • Analyzed financial needs of clients and developed tailored strategies to meet goals.
  • Monitored and updated financial plans to comply with client goals.
  • Advised clients on investments, retirement and estate planning.
  • Updated clients on changes in tax laws and other regulations affecting investments.
  • Informed clients of strategies for reducing debt and maximizing savings.

Accountant

Causbrook & Associates
10.2018 - 02.2019
  • Prepared and completed Tax Returns for individuals, companies, partnerships, trusts and estates using the MYOB AccountingEnterprise program
  • Prepared and completed Trial Balances, Business Activity Statements, Instalment Activity Statements & Annual GST returns using the MYOB AccountingEnterprise program
  • Prepared Financial reports for the above mentioned entities
  • Prepared and completed Tax Returns and Financial Statements for Superannuation Funds using the Class online program
  • Used clients bank statements, MYOB AR & MYOB Essentials to prepare financial statements
  • Liaison with the Australian Taxation Office
  • Able to acquire clients information regarding Lodgment, Income Tax Accounts, Intergrated Client Accounts & Notice of Assessments via Tax Agents Portal.
  • Increased efficiency by streamlining accounting processes and implementing new financial software.
  • Improved financial reporting accuracy through meticulous data analysis and reconciliation efforts.
  • Participated in due diligence activities related to mergers and acquisitions, ensuring a smooth transition of acquired assets into the company''s existing financial systems.
  • Gathered financial information, prepared documents, and closed books.
  • Reconciled accounts and reviewed expense data, net worth, and assets.
  • Used advanced software to prepare documents, reports, and presentations.
  • Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
  • Detected and corrected mistakes early on and implemented systems to avoid recurring issues.
  • Evaluated and improved financial records to make important business decisions.
  • Prepared and filed tax forms to meet needs of customers.
  • Improved data collection, financial analysis and financial modeling to optimize practices and retain customers.
  • Prepared working papers, reports and supporting documentation for audit findings.
  • Maintained integrity of general ledger and chart of accounts.
  • Used accounting software to issue tax returns and prepare consolidated reports.
  • Trained new employees on accounting principles and company procedures.
  • Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
  • Kept up-to-date with tax changes and industry trends by participating in professional organizations, opportunities, and networks.
  • Found tax solutions to complicated tax issues or errors from incorrect tax filings.
  • Identified legal tax savings and recommended ways to improve profits.

Accountant

Scahill & Co Pty Ltd
01.2018 - 08.2018
  • Prepared and completed Tax Returns for individuals, companies & trusts using the HandiTax program
  • Prepared and completed Trial Balances, Business Activity Statements, Instalment Activity Statements & Annual GST returns using the HandiTax program
  • Prepared Final Financial Reports for companies & trusts using the HandiLedger program
  • Prepared and completed Tax Returns and Financial Statements for Superannuation Funds using the BGL SimpleFund program
  • Used clients bank statements, MYOB AR, MYOB Essentials, Xero and QuickBooks files to prepare financial statements
  • Assisted the Australian Taxation Office in an Audit
  • Liaison with the Australian Taxation Office
  • Able to acquire clients information regarding Lodgment, Income Tax Accounts, Intergrated Client Accounts & Notice of Assessments via Tax Agents Portal
  • Assisted clients with queries and responded to complaints made
  • Assisted in set up of payment arrangement with Australian Taxation Office.

Accountant

Presidio Partners Pty Ltd
11.2015 - 12.2017
  • Prepared and completed Tax Returns for individuals, companies, partnerships, trusts and estates using the MYOB AccountingEnterprise program
  • Prepared and completed Trial Balances, Business Activity Statements, Instalment Activity Statements & Annual GST returns using the MYOB AccountingEnterprise program
  • Prepared PAYG summaries
  • Prepared Financial reports
  • Interviewed clients before and after handling their taxation matters
  • Assisted the Australian Taxation Office in an Audit
  • Liaison with the Australian Taxation Office
  • Able to acquire clients information regarding Lodgment, Income Tax Accounts, Intergrated Client Accounts & Notice of Assessments via Tax Agents Portal
  • Assisted clients with queries and responded to complaints made
  • Assisted in set up of payment arrangement with Australian Taxation Office.

Secretary/Assistant & Trainee Accountant

Tony Taktak & Associates
02.2013 - 02.2015
  • Provided professional customer services to multiple clients at a time
  • Prepared Tax Returns for Individuals using the Handitax program
  • Assisted in the preparation of quarterly Business Activity Statements for multiple Companies and Partnerships using the Handitax program
  • Assisted in the preparation of Income Statements, Balance sheets, Trial Balance & Journal entries for multiple Companies and Partnerships using the Handiledger program
  • Interviewed clients before and after handling their taxation matters
  • Liaison with the Australian Taxation Office
  • Able to acquire clients information regarding Lodgment, Income Tax Accounts, Intergrated Client Accounts & Notice of Assessments via Tax Agents Portal
  • Prepared and generated invoices on behalf of Tony Taktak & Associates
  • Prepared and generated Letters of Engagement & Scope of Works on behalf of Tony Taktak & Associates
  • Trusted to handle large amounts of cash & do banking on behalf of Tony Taktak & Associates
  • Prepared and lodged Certificates of Service through the Long Service Corporation
  • Responded to client complaints & queries successfully.
  • Enhanced office efficiency by streamlining filing systems and organizing documents.
  • Facilitated communication between departments for improved collaboration and project success.
  • Managed executive calendars, scheduling appointments and meetings to optimize time management.
  • Maintained accurate records of office expenses, assisting in budget preparation and cost control efforts.
  • Provided exceptional customer service by promptly addressing inquiries and resolving issues professionally.
  • Supported human resources initiatives by assisting with recruitment, onboarding, and employee evaluations.
  • Prepared professional correspondence, including memos, letters, and emails, ensuring accuracy and timeliness.
  • Assisted in event planning and execution for company functions such as conferences, workshops, or social gatherings.
  • Implemented new office procedures to improve workflow efficiency while reducing administrative errors.
  • Contributed to a positive work environment by providing support to colleagues when needed in various tasks or projects.
  • Handled sensitive information discreetly, maintaining confidentiality when managing personnel files or financial data.
  • Utilized advanced software programs for data entry tasks that increased accuracy while minimizing errors.
  • Answered multi-line phone system and enthusiastically greeted callers.
  • Scheduled appointments and conducted follow-up calls to clients.
  • Maintained daily report documents, memos and invoices.
  • Maintained office supplies inventory by checking stock and ordering new supplies.
  • Assisted coworkers and staff members with special tasks on daily basis.
  • Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
  • Enhanced client satisfaction by addressing concerns and providing timely solutions.
  • Collaborated with cross-functional teams for better service delivery and client experience.
  • Nurtured long-term relationships with clients, fostering loyalty and business growth opportunities.
  • Successfully resolved escalated client issues, restoring trust and safeguarding the company''s reputation.
  • Conducted regular client reviews to identify areas of improvement, leading to enhanced service offerings.
  • Coached team members on best practices for exceptional customer service, boosting overall performance levels.
  • Led contract negotiations to secure mutually beneficial agreements that fostered long-term partnerships with clients.
  • Mentored junior staff members for career growth opportunities within the organization.
  • Drove revenue growth by identifying upsell opportunities within existing accounts.
  • Conducted training and mentored team members to promote productivity and commitment to friendly service.
  • Took ownership of customer issues and followed problems through to resolution.
  • Trained and regularly mentored associates on performance-oriented strategies and customer service techniques.
  • Followed through with client requests to resolve problems.
  • Kept accurate records to document customer service actions and discussions.
  • Created and reviewed invoices to confirm accuracy.
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
  • Developed team members'' skills through targeted coaching sessions, resulting in improved individual performance.
  • Coordinated resources effectively to meet project deadlines and achieve desired results.
  • Collaborated with other department leaders to establish shared goals and ensure alignment across teams.
  • Empowered team members by delegating responsibilities according to individual strengths and areas of expertise.
  • Promoted a culture of continuous improvement by encouraging feedback from all levels of the organization and implementing actionable changes accordingly.
  • Built strong relationships with customers through positive attitude and attentive response.
  • Established open and professional relationships with team members to achieve quick resolutions for various issues.
  • Conducted training and mentored team members to promote productivity, accuracy, and commitment to friendly service.

Education

Graduate Diploma of Chartered Accounting -

Chartered Accountants Australia & New Zealand
Sydney, NSW
01.2019

Bachelor of Commerce – Professional Accounting -

Macquarie University (North Ryde campus)
01.2016

Higher School Certificate -

Cerdon College, Merrylands
01.2012

Skills

  • Service Level Agreements
  • Consultative Selling
  • New Business Development
  • Client Relationship Management
  • Customer Engagement
  • Customer consultations
  • Referral Coordination
  • Client Retention Strategies
  • New Account Setup
  • Relationship Management
  • Product Promotion
  • Client interaction
  • Professionalism and Etiquette
  • Financial Goal Planning
  • Attention to Detail
  • Investment Opportunity Identification
  • Client Interviews
  • Task Prioritization
  • Professionalism
  • Client Confidentiality
  • Multitasking

Accomplishments

  • Macquarie University, Best Presentation Award, October 2014
  • Cerdon College, School Certificate, 8 December 2010
  • Cerdon College, Teachers Award – Academic Achievement, 5 March 2011
  • Cerdon College, Coordinators Award – Academic Achievement, 10 March 2011
  • Cerdon College, Teachers Award – Community Involvement, 1 April 2011
  • Cerdon College, Teachers Award – Practical Work, 4 May 2011
  • Cerdon College, Coordinators Award – Community Involvement, 19 September 2011
  • Cerdon College, Coordinators Award – Academic Achievement, 1 April 2012
  • Cerdon College, Coordinators Award – Academic Achievement, 21 August 2012
  • Cerdon College, Coordinators Award – Community Involvement, 31 May 2012
  • Cerdon College, Coordinators Award – Academic Achievement, 1 September 2012
  • Cerdon College, Higher School Certificate (HSC), November 2012

Volunteer Experience

May 2020, Current, St Nicholas Antiochian Orthodox Church Punchbowl, Youth Committee Leader – Communications, Assist in organising social events and fellowship., Maintenance of all social media and communication platforms., Maintenance of registers., Liaise directly with priests, other youth committee members and parishioners.

References

  • Shaun, District Manager (Hungry Jacks), (02) 8835 1300
  • Tony Taktak, Principal (Tony Taktak & Associates), 0431 391 070
  • Darren Kallen, Former Manager (Scahill & Co), 0474 320 247

Certification

  • CPA - Certified Public Accountant
  • CRB - Certified Real Estate Brokerage Manager
  • BCOM-Bach comm pro account

Timeline

Client Advisor – Medico Division/Deceased Estates Team Leader

Cutcher & Neale
04.2019 - Current

Accountant

Causbrook & Associates
10.2018 - 02.2019

Accountant

Scahill & Co Pty Ltd
01.2018 - 08.2018

Accountant

Presidio Partners Pty Ltd
11.2015 - 12.2017

Secretary/Assistant & Trainee Accountant

Tony Taktak & Associates
02.2013 - 02.2015

Graduate Diploma of Chartered Accounting -

Chartered Accountants Australia & New Zealand

Bachelor of Commerce – Professional Accounting -

Macquarie University (North Ryde campus)

Higher School Certificate -

Cerdon College, Merrylands

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