Detailed-oriented Tax Professional adept at quickly assessing customer needs, completing returns to maximize deductions and minimize liabilities. Quick to build rapport with clients leading to long-term business relationships.
Pursuing role with tax preparation services organization.
Work History
Tax Specialist
H&R Block Accountants
07.2019 - Current
Compiling financial reports and preparing tax returns for Individuals, Sole Traders, Companies, Trusts and Partnerships
Completion of BAS and PAYG
Direct clients contact for interviewing and obtaining information to assist completing tax returns
Research income tax matters and provide advice on them
Review tax returns to make recommendations regarding accuracy and tax savings opportunities
Assist with ATO information requests and liaison
Assist clients with personal tax issues
Mentor and review Graduate Accountants' tax returns ensuring the quality outcomes
Support various offices with flexible work time arrangements.
Business Owner
HW Supermarket
03.2006 - 08.2018
Creating strategic plan to outline the business key objectives and goals and clarifying how the business will achieve them
Hiring, training, scheduling, supervising employees and providing customer's services
Acquiring inventory from vendors and other suppliers
Managing the financial aspects of the business such as tracking inventory levels and ordering new merchandise
Ensuring products on shelves in an orderly manner and priced accurately
Training employees in product knowledge, customer service skills, and other factors that affect business performance
Meeting with managers to review employees' performance, customer feedback, loss prevention measures, etc
Analysing data to determine which products are most popular with customers, which departments are most profitable
Controlling costs by negotiating with suppliers and monitoring inventory levels
Marketing and advertising to help traffic into the store
Performing business Bookeeping and Payroll.
Tax Accountant
BDO Chartered Accountants
11.1999 - 08.2001
Prepared tax returns for Individuals and small businesses
Provided high level of service to clients by assisting them with their enquiries and requests in relation to personal tax matters and ATO audits
Worked alongside with Senior Accountant and Tax Partner to achieve the best results for clients within the team.
Graduate Accountant
Owen & Plaistowe
03.1999 - 10.1999
Performed audits for small and medium size business clients
Prepared individual tax returns
Reconciled bank statements
Processed General Ledger with account coding
Analysed client's expenses and incomes.
Accounts and Office Administrator
Tidewater Port Jackson Marine Pty Ltd
02.1997 - 11.1998
Accounts Control (Debtors & Creditors) for offices Perth, Karratha, Barry Beach (VIC), New Zealand and Papua New Guinea
Reconciled Bank Statements for all offices
Prepared Journals for payroll, accruals and superannuation
Maintained Cash Register
Processed Workers Compensation Payments
Processed Telegraphic Transfer transactions for various currencies
Assisted Financial Controller for preparation of Corporate and Payroll Tax payments, Asset Register and Depreciation Schedules
Responsible for coordinating meetings, appointments for General Manager and directing administrative projects.
Education
Bachelor of Commerce (Accounting) -
Curtin University of Technology
Associate Diploma of Business (Accounting) -
TAFE
Income Tax Certification - Taxation
H&R Block
06.2019
Skills
Excellent communication and interpersonal skills
Confident decision-maker with strict attention to detail and an acquired skill to work well under pressure
Strong team mentality and ability to work closely with peers or with self
Ability to organise activities, set goals, delegate tasks to peers and define the desired outcomes
Excellent time management
Trustworthy, honest, reliable, fast learner and self-motivated
Proficient in HandiTax, Access Tax, Xero, MYOB AE & AR