Francisca Christin

To process GST returns, Income Tax returns and accounting queries for Lodg clients

• Preparing and filing clients’ GST and income tax returns in a timely manner

• Arranging and managing tax payments and pay-outs on behalf of clients as required

• Liaising with IRD (Inland Revenue Department regarding client compliance, assessments or other taxation matters.

• Taxation

• Providing financial summaries or cash flow summaries to clients upon request

• Communicating with clients by phone and email to answer queries, provide updates and maintain professional client service standards

• Suggesting and implementing standard operating procedures (SOPs) and practices that ensure Lodgs’s compliance obligations are met

• Identifying and recommending automation opportunities to improve efficiency and accuracy in Lodg’s processes

• Providing guidance, training, and clear communication with any graduate employees, interns or contractors engaged by Lodg, to ensure work is completed to Lodg’s standards

• Undertaking any other reasonable duties related to accounting, tax, compliance or client services as directed by management

• Help create and maintain systems

• going forward

• Design and implement excel

• spreadsheets

• XERO reconcilation

• Customer Service Representative experience of 3 years, involving in-person as well as communications (phone and email)
• Provided high-quality, tailored services to internal and external customers through proactive and accurate information dissemination
• Specialized in general business, customer advisory, and debt management
• Proficient in assisting customers with income tax return preparation, resolving discrepancies, and creating financial statements for small to medium-sized businesses, partnerships, trusts and individuals
• Researched tax regulations and analysed financial statements to ensure documentation accuracy
• Skilled in leading organizational change initiatives across various dimensions and effectively integrating change
• Comfortable operating in digital environments and enabling customers to self-manage digitally
• Developed and managed organizational knowledge as a critical asset, ensuring effective utilization of information
• Applied information and insights judiciously to make impactful decisions considering interdependencies and implications