Summary
Overview
Work History
Education
Skills
Timeline
Generic

ZEEL SHAH

Nollamara

Summary

Dedicated and experienced accountant with over 2 years of experience in public practice, seeking to leverage expertise in financial analysis, tax planning, and compliance to contribute effectively to a dynamic accounting team.

Overview

2
2
years of professional experience

Work History

Graduate Accountant

AVS ADVISORS
05.2023 - Current
  • Assist in the preparation of tax returns for individuals, partnerships, trusts, and companies
  • Conduct research on tax laws and regulations to ensure compliance and identify tax-saving opportunities
  • Assist clients with tax planning strategies to minimize tax liabilities
  • Act as a point of contact for clients, addressing inquiries and providing support
  • Build and maintain strong relationships with clients to foster trust and satisfaction
  • Maintain accurate and up-to-date accounting records for clients
  • Reconcile bank statements, accounts receivable, and accounts payable
  • Identify and rectify discrepancies to ensure the integrity of financial data
  • Gather financial data from the sole trader or business client, including income and expense statements, invoices, receipts, and bank statements
  • Calculate GST liabilities and entitlements based on sales and purchases for the reporting period
  • Input the financial data into the BAS form using accounting software or BAS preparation software
  • Review the BAS report for accuracy and compliance with Australian Taxation Office (ATO) requirements
  • Consult with the sole trader or business client to address any questions or concerns and make necessary adjustments
  • Submit the BAS to the ATO within the specified deadline
  • Provide proactive advice and recommendations to optimize tax outcomes and ensure GST compliance
  • Liaising with ATO and ASIC (on-call or online lodgments) for issues like the remission of interest/penalties, payment plan, Company annual statements, or lodging any ASIC forms
  • Liaising with brokers to provide documents for loan approval, and preparation of business plan as per bank requirements
  • Application of TFN & ABN for individuals and businesses (complex structure)
  • Payroll – Managing several business payrolls (STP registration, pay runs & sending pay slips, filing the pay run)
  • Managing Accounts receivable for AVS (Generating invoices as per work done and invoicing clients).

Junior Accounts Specialists

My Integra – APM Group
01.2023 - 05.2023
  • Entry and processing of invoices on Kofax and Salesforce
  • Manage invoice email box, entering invoices and responding to enquiries
  • Create cases and follow up on enquires to ensure timely resolution
  • Action invoice automation cases, including sending templated emails to customers and contacting providers to resolve issues preventing successful processing of payments
  • Support other team members to achieve group KPI
  • Work with other teams and help them by providing answers to their queries, including research, resolution and production
  • Input data from invoice, production records to SF, basic understanding of billing process and use of MYPlace.

Junior Accountant

North Coast Accounting
05.2022 - 01.2023
  • Prepared income tax returns for individuals and businesses
  • Performed tasks under limited supervision related to income tax compliance such as returns, extensions, forecasts, and tax provisions
  • Conducted tax reviews and compilations to identify potential exposure areas and provided suggestions
  • Use HandiTax and Xero to help make tax management easier
  • Data entry in Handi ledger for bank reconciliation
  • Worked closely with clients to properly fill out tax forms and file tax returns electronically
  • Prepared simple to moderate state tax-related financial statement calculations, entries, and disclosures
  • Prepared working papers, reports and supporting documentation
  • Provided journal entries and performed accounting on an cash/ accrual basis
  • Tracked funds, prepared deposits, and reconciled accounts
  • Used accounting software to issue tax returns and prepare consolidated reports
  • Ensure clerical work like scanning, printing, and organizing files with proper diligence
  • Create working papers in excel with proper compliance and accuracy for GST
  • Assisted with the preparation of monthly financial statements
  • Calculated payroll deductions by accurately using Xero and processed payroll to meet preset requirements
  • Supervised daily bookkeeping operations with attention to accounts receivable, accounts payable, banking reconciliation and disbursements.

Assistant Accountant -Intern

Next Climb Business Accounting
03.2022 - 05.2022
  • Reported back to instructor to receive day-to-day tasks and responsibilities
  • Communicated effectively with faculty and staff and accepted critiques and suggestions for areas of improvement
  • Interacted with customers by phone, email or in-in person provide information
  • Delivered clerical support by handling a range of routine and special requirements
  • Coding and publishing of invoices using Dext precision Bank reconciliation and preparing working papers for making financial reports
  • Creating trust and setting up company using now infinity and applying for TFN and ABN.

Payroll officer

Drouin Dental Clinic
  • Uploaded time records into Xero and made adjustments to create accurate database for payroll processing functions
  • Managed payroll data entry and processing for 25 employees to comply with predetermined company guidelines
  • Performed calculations in overtime, vacation and sick hours to provide accurate data to payroll processing database
  • Reviewed time records for employees to verify accuracy of information
  • Calculated payroll deductions by accurately using Xero software and processed payroll to meet preset requirements
  • Maintained employee privacy and protected payroll operations by keeping all information confidential.

Education

Masters - Professional Accounting

Federation University Australia
Ballarat, VIC

Bachelor of Commerce - Accounting and Finance

Maharaja Sayaji Rao University

Common Proficiency Test - Accounting And Finance

Institute of Chartered Accountant India

Skills

  • Quickbooks certified
  • Xero certified
  • MYOB proficient
  • Handitax, Handiledger proficient
  • Dext precision certified
  • Nowinfinity proficient

Timeline

Graduate Accountant

AVS ADVISORS
05.2023 - Current

Junior Accounts Specialists

My Integra – APM Group
01.2023 - 05.2023

Junior Accountant

North Coast Accounting
05.2022 - 01.2023

Assistant Accountant -Intern

Next Climb Business Accounting
03.2022 - 05.2022

Payroll officer

Drouin Dental Clinic

Masters - Professional Accounting

Federation University Australia

Bachelor of Commerce - Accounting and Finance

Maharaja Sayaji Rao University

Common Proficiency Test - Accounting And Finance

Institute of Chartered Accountant India
ZEEL SHAH