• Job TypePermanent
• PaySalary required commensurate with position
• Reference3090259

Comments

My candidate is an experienced chartered accountant who has worked in various firms and sectors. They have skills in preparing financial statements, tax returns, and audits for different types of businesses and entities. They are proficient in using various accounting software and systems, and can liaise with tax authorities and other external agencies. They also have knowledge of tax planning and advisory, and can help clients with estate, capital gains, and business interruption losses.

My candidate moved to Auckland to spend some time supporting their elderly parents, who are now being looked after by her siblings. They are seeking a role to continue her career within chartered accountancy.

Professional qualifications/key skills

• CA (ANZ) since 2009
• Bachelors Degree majoring in Accounting
• Preparation of financial statements, annual accounts, and tax returns for different types of businesses and entities
• Use of various accounting software and systems
• Liaison with ATO, IRD, and other external agencies to resolve queries, missing information, and audits

Employment History

Insurance Company

Loss Adjuster (Contract Role)

February to July 2023

• Financial Statement Analysis/Risk analysis
• Communication to brokers, insurers and the insured; internal communication with other Loss Adjuster, team members
• Business Interruption Loss calculations.
• Settlements 
• Fine prints on policy wording and documents.

Chartered Accountants

Senior Accountant

2021 to 2022

• Preparation of SMSF financial statements, annual accounts, and tax returns 
• Use of BGL/Accurium Software/All other software’s
• Liaise with ATO and other external agencies, clients, and auditors
• Audit jobs – various
• Estate and tax planning options, Capital Gains Tax, Actuarial Certificate

Mid Sized Chartered Accountancy Firm

Senior Accountant

2015 to 2021

• Preparation of financial statements, annual accounts, and tax returns for all business
• Coding/client liaison/Compliance/Use of Sage software & firm’s Systems to meet deadlines and timeframes
• Liaise with ATO and other external agencies to resolve queries and missing information
• Reporting directly to the Director for all accounts, tax returns and tax planning
• Tax variation and ATO audit
• Preparation of BAS/IAS for clients.
• Audit & Investigations including helping Director with SMSF audit workpapers
• PAYG & SGC calculation and audit
• Review of small tax returns and jobs
• Manage all processes and jobs

Independent Accountancy

Tax Accountant

2013 to 2015

• Preparation of financial statements, annual accounts, and tax returns for all business
• Liaising with Manager to complete all tasks for deadlines
• Review of small tax returns and jobs

Chartered Accountants (Auckland)

Senior Accountant

2002 to 2012

• Preparation of financial statements and annual accounts for all businesses, tax advisory, Business services
• Reconciliation for client accounts, tax returns, and audits. Met required professional standards and timeframes
• Coding/Transcription/client liaison/compliance/Forecasting/invoicing
• Auditing 
• Client service, liaise with IRD and other professionals and agencies and resolve discrepancies, meet timeframes and deadlines, budgets, and quality standards
• Technical – utilize computer and manual systems in line with firm policy
• Enlisting of new clients, risk minimization to clients and UHY
• Meeting performance standards and KPI’s for the team and individual
• Management of outsourcing clients and staff training.
• Direct reporting to Directors to meet the above and external reporting.
• Assisting client with systems, software, and accounting services at client premises

If you would like to know more about my candidate please get in touch with Simon Lawrence at Hays Dunedin on +64212402620 or simon.lawrence@hays.net.nz