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Talk to Simon Lawrence, the specialist consultant managing this candidate, located in Dunedin

T:+64212402620

F:

218 George Street, Dunedin Central

Chartered Accountant

Dunedin

  • Job TypePermanent
  • PayNegotiable depending on position
  • Reference9271837

Comments

My candidate is a university educated chartered accounting with 11 years post qualified experience, and 12 years experience since finishing his master of commerce university qualification running his own CA business growing it from a one man band in 2011 to having 3 permanent members of staff and over 200 clients in 2023 when he sold the business. This outstanding growth which has been gradual and sustainable, demonstrating his ability to create and maintain commercial relationships.

My candidate arrived in NZ in 2023 with a plan to complete a masters in professional accountancy which he successfully did this year, and is now looking to secure a permanent position. He wishes to move back into the CA space and gain NZ experience. He understands he will have to step into the market at a step or two down from his last level of seniority which is something he is very comfortable with. Locationally, he is planning to be in the South Island for lifestyle reasons and is open to locations across north to south.

Professional qualifications/key skills

  • Chartered Accountant since 2012
  • MCom completed 2011, BCom completed 2010
  • 12 years experience running own CA firm
  • Software inc Xero, MYOB, Quickbooks, MS Office Suite
  • Payroll completion for clients


Education

Bachelor of Commerce

Completed 2010

Master of Commerce

Completed 2011

ICAI

Chartered Accountant

Since 2012

Master in Professional Accountancy

Completed 2024

Major in Taxation, Auditing, Management Accounting, Financial Accounting

CA ANZ

Provisional Member of CA ANZ

Since 2023

 

Employment History

 

Managing Owner/Principal Chartered Accountant

2011 to March 2023 

  • Led and operated an independent accounting firm, delivering specialised financial solutions to a diverse clientele of small businesses, freelancers, and individuals.
  • Offered a comprehensive suite of advisory offerings tailored to each client's unique requirements, encompassing GST preparation and filing, bookkeeping, income tax return preparation, management and financial reporting, financial analysis, auditing, payroll management, international taxation and customised consultation services.
  • Facilitated representation before tax authorities for clients as needed, ensuring their interests were effectively advocated.
  • Delivered statutory audit services compliant with relevant legislation and bespoke internal audit solutions tailored to individual client needs.
  • Fostered collaborative partnerships with clients, delving into their financial aspirations and obstacles, and offering personalised strategies and actionable recommendations.
  • Leveraged cutting-edge accounting software such as Quickbooks and Tally ERP to enhance operational efficiency, precision, and streamline client reporting processes.

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