Theresa Heffernan
Surfers Paradise,QLD
Summary
Proactive Tax Consultant with extensive experience in identifying discrepancies and securing significant refunds or reduced liabilities. Skilled in simplifying complex tax laws, staying current with regulations, and utilizing advanced tax software. Bringing comprehensive tax planning strategies and financial analysis expertise to optimize client benefits and support business growth.
Overview
30
30
years of professional experience
Work History
Tax Consultant
H & R Block
06.2024 - Current
- Interviewed clients and prepared a range of tax returns, including Individuals, Partnerships, Deceased Estates and BAS, ensuring clients recieve all applicable deductions.
- Prepared customised spreadsheets to calculate dividend reinvestments, Capital Gains Tax obligations and amortisation of loans.
- Contributed to a positive work environment by maintaining an organized, efficient workspace and collaborating effectively with team members.
- Supported colleagues during peak periods by sharing workload.
- Managed diverse clientele with varying financial backgrounds, tailoring strategies to maximize benefits.
- Advised small business owners on effective recordkeeping practices for seamless year-end taxation processes.
- Implemented secure systems for the protection of sensitive client information during the tax preparation process.
- Continuously pursued professional development opportunities through seminars, workshops, and online courses to stay current in the ever-changing tax landscape.
Management Accountant
Private Label Foods Pty Ltd
03.2015 - 06.2022
- Contributed to the successful implementation of a new inventory control system, resulting in increased efficiency across all departments.
- Prepared thorough reports, commentaries and financial statements.
- Supported the development of strategic plans with detailed financial analysis and scenario modeling.
- Conducted variance analyses between actual results and forecasts, identifying areas of improvement for future budgeting cycles.
- Controlled and forecasted incomes and expenditures.
- Created business strategies to boost shareholder value.
- Assisted in the sale of the business to private equity by providing thorough due diligence support and financial analysis .
Principal Accountant
Heffernans Accountants
06.1994 - 05.2014
- Provided expert tax advice to clients, resulting in significant tax savings and improved financial planning.
- Stayed current on changing tax laws and regulations, ensuring accurate application of rules to client cases.
- Reviewed financial statements for accurate revenue recognition allocations helping ensure correct reporting on corporate income taxes.
- Streamlined tax processes by implementing advanced software solutions, improving efficiency and accuracy.
- Prepared and documented accurate tax work papers for straightforward to moderately complicated income tax returns.
- Identified legal tax savings and recommended ways to improve profits.
Education
Master of Taxation - Tax Law
University of Queensland
Brisbane, QLDBachelor of Business - Accounting
Griffith University
QLDSkills
- Tax Research Abilities
- Financial Analysis Competence
- Corporate Taxation Proficiency
- Tax Software Proficiency
- Tax planning strategies
- Client Interviews
- Tax Law Compliance
Timeline
Tax Consultant
H & R Block
06.2024 - Current
Management Accountant
Private Label Foods Pty Ltd
03.2015 - 06.2022
Principal Accountant
Heffernans Accountants
06.1994 - 05.2014
Master of Taxation - Tax Law
University of Queensland
Bachelor of Business - Accounting
Griffith University
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