Experienced and motivated accounts administrator dedicated to contributing to the overall success of the business and team. Proficient in Xero accounting software and Office365 programs, including Excel, Word, and Outlook. Strong interpersonal and time management skills, consistently meeting deadlines and excelling both autonomously and as part of a team. Keen eye for detail and exceptional problem-solving abilities. Seeking to advance career in a goal-oriented, results-driven environment alongside like-minded professionals.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Bookkeeper
DFK Gooding Partners
05.2022 - Current
Bookkeeping duties using Xero, MYOB, Class, Quickbooks and Excel including data analysis, maintaining general ledger, bank reconciliations, invoice and bill entry ensuring legal compliance is met and correct GST treatment is applied
Accounts payable and accounts receivable duties
Preparation and lodgement of Income Tax Returns, Business Activity Statements, Instalment Activity Statements, Pay-As-You-Go Instalments and Taxable Payment Annual Reports
Preparation of reports including annual financial statements, management reports, cashflows and forecasts
Preparation of financial calculations as required
Preparation of trust minutes, dividend minutes and client letters
Xero file establishments including set-ups, conversions, internal staff training and provide external support/training for clients
Payroll and superannuation compliance including; Preparation of pay runs for clients with up to 50 staff including verifying timesheets, processing leave requests and preparing termination and bonus pay calculations
Payroll tax compliance (WA only)
Payroll client new employee onboarding to ensure FairWork and ATO compliance requirements are met
Annual year-end Single Touch Payroll finalisation
Processing superannuation guarantee payments via client accounting software and the ATO Small Business Superannuation Clearing House
Preparation and lodgement of Superannuation Guarantee Charge statements
Outsourced project administrator duties including high volume of data entry across various cost centres, processing settlement statements and preparing purchase orders
Liaise effectively with external/internal stakeholders and maintain client relationships
Assist with the collation of substantiation documents and liaising with the ATO regarding ATO initiated GST audits
Develop and maintain bookkeeping policies and procedures in line with legal compliance and company policy
Ad-hoc admin duties as required.
Office Administrator and Corporate Compliance Manager
Innovative Accounting and Tax Pty Ltd
05.2018 - 05.2022
Duties as stated in prior role and additionally: Reception/customer service duties in person and over the phone
Secretarial support to the director including diary management
Ordering office supplies including stationery, office furniture, catering and staff uniforms
Onboarding and training of new staff
Maintain client databases across multiple programs
Preparation of client invoices and processing payments
Maintain petty cash
Preparation of trust minutes, dividend minutes and client letters
Liaise effectively with external/internal stakeholders and maintain client relationships
Managing all incoming/outgoing company correspondence including facilitating electronic signing
Submit audit insurance claims
Ad-hoc admin duties as required
Tax Return and Bookkeeping Duties: Preparation and lodgement of individual, partnership, company and trust income tax returns
Preparation of basic financial statements for abovementioned client types
Individual tax return meetings face to face, over the phone and via Microsoft Teams
Preparation and lodgement of Income Tax Returns, Business Activity Statements, Instalment Activity Statements, Pay-As-You-Go Instalments and Taxable Payment Annual Reports
Accounts payable and accounts receivable duties
Manage bookkeeping client superannuation payments including set up with Small Business Superannuation Clearing House, lodge quarterly superannuation guarantee payments and prepare superannuation guarantee charge statements
Xero file establishments including set-ups and provide external support/training for clients
Assist with the collation of substantiation documents and liaising with the ATO regarding ATO initiated income tax return audits
Corporate Compliance Duties: ASIC Compliance including preparation and lodgement of all forms
Preparation and lodgement of all ASIC forms including annual statement reviews, business name registrations and transfers
Maintaining corporate volumes including
Preparation of legal documents for trusts, companies and SMSF clients
Processing ABN and TFN applications
Assess and apply for relevant tax registrations including GST, PAYG withholding, FBT and Fuel Tax Credits as required.
Builders Liaison Officer
Austral Bricks
11.2013 - 11.2017
Duties: Client database management
Data entry including generating quotes, sales invoices and purchase orders
Invoicing and payment processing
Liaising with clients including resolving complaints and recording customer feedback
Dealing with incoming/outgoing/internal mail and deliveries
Maintain petty cash
Retail sales
Sales support for key account representatives
Report production
Scheduling orders for despatch
Stock management and inventory
Ad-hoc admin duties as required
Reception/customer service duties in person and over the phone
Secretarial support to the director including diary management
Onboarding and training of new staff.
Customer Service Officer | Receptionist
Austral Bricks and Bristile Roofing
02.2013 - 11.2013
Key responsibilities: Answering and directing incoming calls on a busy switchboard
Secretarial support to the management team including diary management
Ordering office supplies including stationery, office furniture, catering and staff uniforms
Maintaining cleanliness of reception, meeting room and kitchen areas
Onboarding and training of new staff
Formatting internal policies and training documents
Maintain PPE register
Organising office repairs/maintenance requests in accordance with OHS policies
Purchasing duties associated with labour hire.
Education
Certificate IV - Accounting And Bookkeeping
North Metropolitan TAFE
Taxation And Payroll Seminar -
Aust Wide Tax & Payroll
03.2024
Income Tax Preparation Course -
H&R Block Tax Accountants
06.2019
Year 10 Certificate -
Kalamunda Senior High School
12.2010
Skills
Accounting Based Programs:
Xero including HQ and Practice Manager
MYOB including AccountRight and AccountantsEnterprise
EmploymentHero
Class Super and Class Trust
Quickbooks
SAGE HandiTax and HandiLedger
BGL CAS360 and SimpleFund360
NowInfinity
FYI Docs
CCH iKnowConnect
Business Fitness Smart Workpapers and HowNow
ASIC Edge and ASIC Connect
ATO myGov, myGovID and Relationship Authorisation Manager
Australian Business Register DirectorID Registration Platform
AuditShield Insurance Portal
Thomson Reuters Checkpoint Marketing
Other Programs:
Microsoft Office suite (including Outlook, Teams, Excel, Word and PowerPoint)
Adobe Acrobat, Scan, Sign and Document Cloud
Dialpad phone system
Annature and DocuSign electronic signing
ClearDocs
MailChimp
WordPress
Canva
Certification
Current C-A Class Drivers Licence with own transport.
Xero Advisor Certified
Xero Payroll Advisor Certified
Xero Migration Specialist
References
Available upon request.
Timeline
Bookkeeper
DFK Gooding Partners
05.2022 - Current
Office Administrator and Corporate Compliance Manager