Greater Sydney Area
A CA-qualified tax and finance professional with over 10 years of experience across public practise and commercial environments. Demonstrated expertise in corporate and indirect tax compliance, financial reporting, and tax effect accounting across Australia and New Zealand. Recognised for strong analytical and problem-solving ability, attention to detail, and a collaborative approach to delivering high-quality financial and tax outcomes. Highly proficient in NetSuite, OneSource, CCH Integrator, and Excel, with a proven ability to streamline processes and enhance reporting accuracy through technology and automation.
- End-to-end preparation and lodgement of Australian BAS and New Zealand GST returns. - Prepared annual Australian FBT return and quarterly New Zealand FBT returns, maintaining up-to-date documentation and supporting schedules. - Supported tax effective accounting processes for half-year and year-end financial statements, including preparation of workpapers and addressing external audit queries. - Prepared monthly income tax provision calculations, reconcile tax accounts, and calculated income tax instalment payments for management reporting.
- Review and prepare tax returns for companies, trusts, superfunds and partnerships with the usage of programs such as CCH and OneSource. - Review distribution calculations, discovery calculations for managed/property trust funds. - Review tax calculations and perform tax effect accountings for companies and superfunds. - Liaise with clients/ATO/other internal/external stakeholders on a daily basis.
- Serviced a mixed portfolio that included companies, trusts, partnerships, high-net-worth, individuals and SMSFs with client accounts and taxation needs ranging in varying levels of complexity. - Prepared client FBT/BAS, PAYG, Income Tax Returns, and CGT calculations. - Prepared and analysed the company statutory accounts i.e. year-end financial statements including supporting notes on any major variance.