Kate Sharma CA

Auckland

Summary

Results-oriented accounting professional with several years of experience in accounting, financial analysis, and tax. Strong work ethic, adaptability and interpersonal skills. Adept at working effectively unsupervised with proactive attitude and ability to learn new skills quickly.

Overview

years of professional experience

Certification

Work History

BAS Accountant

WBB Chartered Accountants

Takapuna , Auckland

07.2018 - Current

Managed a portfolio with clients from various industries, from start-ups to mid-tier firms.
Experience in tax planning, tax grouping, and subvention payments.
Demonstrated expertise in generating accurate financial statements, tax returns, and minutes for diverse entities such as Companies, Trusts, and LTCs.
Dividend planning and recommendation.
Experience with FIFs, BPA, and Financial Arrangements.
Managed liquidations and acquisitions
Executed business valuations and negotiated share sale agreements
Worked with external auditors for various clients, including IRD auditors.
Managed financial projections to enhance strategic decision-making
Advised on ownership structure, shareholding percentage to gain tax efficiency.
Managed and processed GST, FBT, Approved Issuer Levy, IPS returns, NRWT
Utilized experience in working with not-for-profit organizations and the Education sector

Education

Chartered Accountancy - Accounting and Finance

Chartered Accountants Australia & New Zealand

12-2009

Bachelor of Business And Information Management - Accounting And Finance

University of Auckland

Auckland

06-2008

Skills

Financial Reporting
Tax Planning
Regulatory Compliance
Cash Flow analysis
Tax Return Preparation and Filing
Statutory Reporting
Financial Planning
Financial statement preparation
Cash Flow Management, Forecasting & Budgeting
Management accounting
Estate planning
Business valuation
Tax payment arrangements with IRD

Tax Audits
Experience with Tax Intermediaries like Tax Traders
GST, FBT, Approved Issuer Levy, IPS returns, NRWT, PIE tax
Dividends
Subvention payments
Tax grouping
Income and Capital distributions
Experience with FIFs, BPA, Financial Arrangements
Liquidations and Acquisitions
Business valuation and share sale agreements
Xero Certified
Cloud-based Accounting software experience
MS Office Suite

Certification

Chartered Accountant
Bachelors Degree
Xero Certified

References

References available upon request.

Timeline