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
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