If you are interested in this candidate, please contact Andrew Wilson via email awilson@cerfinancial.co.uk or call on 0207 626 6065.
00358653
PROFILE:
CPA-qualified accounting professional with 8+ years’ experience advising SME and high-growth businesses across tax and business advisory. Currently operating at Assistant Manager level, managing a ~$1m client portfolio and acting as a key advisor to business owners.
Strong focus on financial forecasting, performance reporting, and commercial decision-making, supporting clients to improve cash flow and drive growth.
CAREER HISTORY:
2024 – 2026
Accountants
Supervisor (Assistant Manager Equivalent) – Business Advisory & Tax
- Managed a portfolio of SME, family group and high net worth clients, including multi-entity groups with turnover ranging from approximately $1m to $58m
- Reviewed financial statements, tax returns and workpapers prepared by junior team members across companies, trusts, partnerships, sole traders and individuals
- Prepared and finalised annual accounts and tax compliance work for a broad range of clients, ensuring deadlines were met and filings were completed accurately
- Acted as a key client contact for day-to-day accounting, tax and compliance queries, working closely with business owners, directors and internal stakeholders
- Worked closely with directors and internal specialist teams across tax, advisory, bookkeeping and financial planning to deliver client projects, resolve technical queries and provide coordinated business advice
- Supported directors with ad hoc technical queries, tax planning, structuring matters and commercial client advice
- Managed workflow across the client portfolio, prioritising accounts, tax returns, BAS/IAS lodgements and internal review deadlines
- Prepared and reviewed personal tax returns, company tax returns, trust tax returns and supporting schedules
- Delivered management reporting, forecasting, margin analysis and cash flow support for clients in hospitality, construction, trades, property development, distribution/wholesale and healthcare
- Led monthly client meetings with directors, presenting financial performance, cash flow insights and practical recommendations
- Trained, mentored and reviewed the work of two junior team members, supporting their technical development and contributing to recruitment; also participated in the firms formal mentor program, mentoring two junior colleagues outside my direct team.
- Used systems including Xero, QuickBooks, MYOB AE, Xero Practice Manager, Karbon, FYI, Syft, Spotlight and Microsoft Excel
2021 - 2024
Accountants
Senior Accountant/Client Manager
- Managed a ~$1.5m portfolio of SME and high net worth clients, including multi-entity family groups and trust structures across construction, hospitality, property, healthcare, retail, franchise, and trades sectors
- Construction and trades: prepared and reviewed financial statements, income tax returns, and management accounts for project-based and service businesses
- Hospitality and retail: supported cafes, restaurants, and retail businesses with cash flow management, tax planning, and ongoing compliance requirements
- Property and family groups: delivered tax compliance, structuring support, and reporting across multi-entity groups and trust structures
- Healthcare and professional services: provided compliance, reporting, and advisory support to medical practices and service-based businesses
- Acted as key client contact, attending and leading client meetings while managing day-to-day queries and relationships
- Conducted annual tax planning discussions and provided commercially focused support to business owners
- Reviewed work of junior and offshore staff, delegating workflow and providing on-the-job training and mentoring
- Supported onboarding of new clients, including resolving historical accounting issues and improving financial processes
- Utilised systems including Xero, Xero Workpapers, MYOB AE, and FYI for reporting, compliance, and workflow management
2020 - 2021
Accountants
Intermediate Accountant
- Prepared financial statements, income tax returns, and BAS/IAS for SME clients, family groups, trusts, and individual clients
- Supported family investment and property-related entities with compliance, bookkeeping, and financial reporting requirements
- Assisted senior staff across a range of compliance engagements, including preparation of company, trust, and individual tax returns
- Maintained direct communication with clients regarding lodgements, financial information, and day-to-day queries
- Performed bookkeeping and reconciliations using MYOB and Xero to support accurate financial reporting and compliance outcomes
- Utilised MYOB AE, MYOB, Xero, and Excel to support workflow, reporting, and compliance processes
2017 - 2020
Accountants
Graduate - Intermediate Accountant
- Progressed from graduate responsibilities to performing intermediate-level compliance and client support work within a small SME-focused accounting firm
- Prepared financial statements, income tax returns, and BAS/IAS for companies, trusts, partnerships, investment entities, and individual clients
- Worked with clients across professional services, construction and trades, property development, healthcare, farming, and family group structures
- Supported professional services and healthcare clients with ongoing compliance, GST obligations, payroll processing, and financial reporting requirements
- Assisted property development and family group clients with trust distributions, Div 7A matters, and investment-related entities
- Performed bookkeeping, reconciliations, payroll processing, and workpaper preparation using Xero, MYOB, Reckon, and Excel
- Maintained direct communication with clients via phone and email, while attending client meetings alongside senior staff and managers
- Supported senior accountants across a range of compliance engagements, ensuring accurate and timely delivery of financial and taxation obligations
EDUCATION:
CPA Australia – Completed 2023
Bachelor of Business (Accountancy) – RMIT University
ADDITIONAL ACHIEVEMENTS:
Completed the Melbourne Marathon in a personal best time of 4:10 and the Honolulu Marathon; currently training for the Athens Marathon in November 2026, demonstrating discipline, resilience and long-term commitment.
References Available Upon Request
If you are interested in this candidate, please contact Andrew Wilson via email awilson@cerfinancial.co.uk or call on 0207 626 6065.
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