Georgia Cottrell

Preparation of financial statements and income tax returns for a range of small to medium businesses, trusts and high net wealth individuals in a variety of industries but not limited to; retail, hospitality, agriculture, construction, investment, property development, commercial and residential rentals, and forestry.

• Quarterly management reporting for clients in retail, hospitality and forestry.
• Assist with regular compliance requirements such as filing GST and FBT returns.
• Management of client portfolio tax planning including provisional tax calculations and subvention payments.
• Assisting with client queries various issues or questions enabling strong relationships to be built with a variety of clients and other advisors.
• Proficient user of Xero - holding Xero advisor certification.
• Training of junior staff and offshore team – I completed an 8-week secondment to Manila, Philippines in February and March 2024 to facilitate on the job coaching and training in order to foster cohesive working relationships and seamless service delivery.
• Providing one on one introductory Xero training for clients.
• Light-touch consolidation and IFRS reporting experience using PwC Software – Value Financials.
• Review of client workpapers and providing advice and training on errors or opportunities for process improvement.

• Live in position as a residential assistant, providing pastoral care and support to 30 students in a hall of 180 students.
• Organise, facilitate and execute events, activities and co-ordinate an academic tutorial programme.
• Administration and facility management.
• Working to a duty schedule roster including being on call overnight in charge of all students, facilities and emergency response where required.

• While studying at university both in Wellington & Christchurch, I worked part-time in several different roles at Thrifty.
• These included roles in customer service both at airport counters and in call centre and accounts administration roles at head office.