• Job TypePermanent
• PayAvailable for a competitive salary
• Reference9651753

Professional qualifications/key skills

• CPA Certified
• BCom in Accounting and Taxation
• Software inc Xero, MYOB, Excel

Comments 

My candidate is an accounting professional with 6 years of experience in tax compliance, financial reporting, and data analysis. They hold a Bachelor of Commerce degree, majoring in Accounting and Taxation, and are a Certified Public Accountant. They have honed their skills in various industries, including construction, engineering, hospitality, and investment portfolios, through their chartered accountancy career. They are adept at preparing financial statements, managing fixed asset schedules, and delivering personalised client training on accounting software. Known for their collaborative approach and effective communication skills, they are eager to contribute to a forward-thinking team where they can support business growth and innovation. 

Throughout their career, my candidate has demonstrated proficiency in maintaining compliance and reporting requirements, developing tax strategies, and assisting clients with business start-ups, wind-ups, and cashflow forecasts. Their expertise extends to using advanced tools like Xero, MYOB, and Excel for financial analysis and reporting. Their dedication to continuous improvement and their ability to adapt to dynamic business environments makes them a valuable asset in any industry. They are ideally seeking a role in the construction industry as a first move from CA.

Education & Qualifications

CPA

Certified Public Accountant

Since 2024

University of Canterbury

Bachelor of Commerce Degree, majoring in Accounting and Taxation

Completed 2019

Employment History

Mid Sized CA Firm

Accountant

2019 to present

Daily Duties

• Prepare and analyse tax returns and financial statements for SME sole traders/partnerships/ companies/trusts in a variety of industries, including but not limited to; construction, engineering, hospitality and investment portfolios
• Ensure all returns/statements meet compliance and reporting requirements
• Manage and monitor company fixed asset schedule. Ensuring accurate tracking of asset acquisition, depreciation, and disposal
• Assist clients in their unique circumstances including business start-ups, wind-ups and budgets/cashflow forecasts to gain bank finance
• Develop tax strategies to minimise the effect of tax liabilities on the clients cashflow. Advise clients on the tax implications on their potential business decisions
• Provide one-on-one Xero introductory training for clients
• Responding to daily client queries/issues in an effective and timely manner

Preparation of financial statements and bi-monthly accounts for a building/construction company

Annual turnover $1.5 million

• Preparation of bi-monthly GST returns including cashflow statements
• Preparation of accounts used for management and taxation
• Monitor and maintain fixed asset schedules

Preparation of annual accounts and tax returns for high-net-worth individuals/companies

Asset/investments of $4-5 million

• Preparation of tax returns for multiple portfolio investments
• Assist with tax planning and use of tax intermediaries

 Other advisory work for hospitality industry – Annual turnover $500,000

• Preparation of normalised P&L and cashflow forecast for client wanting to sell business
• Preparation of quarterly reports sent to holding company
• Meeting with client to go over figures and adjust as required

Big Four CA Firm

Audit Intern

2018 to 2019

Simon Lawrence

Team Manager

Hays Senior Finance

T: (+64) 021 240 2620