Rishi Shah
AUCKLAND,AUK
Summary
Accounting and Finance graduate (AUT, GPA 7.2/9) with practical experience in NZ tax and accounting, including GST and PAYE processing, LTC and trust setup, and Xero bookkeeping. Has coordinated 30+ LTC registrations and onboarded 500+ clients, managing high volumes accurately under IRD deadlines. Strong client communicator with a background in account management, known for attention to detail and adapting quickly in fast-moving financial environments.
Overview
4
4
years of professional experience
Work History
Junior Accountant
Lighthouse Financial Limited
Auckland CBD
2026.06 - Current
- Prepared and filed GST returns for a portfolio of 80+ clients each period, ensuring accuracy and compliance with IRD deadlines.
- Processed payroll and PAYE filings for clients with employees, preparing payroll and financial reports to ensure accurate record-keeping.
- Managed bookkeeping and bank reconciliations in Xero for diverse client entities, ensuring timely and accurate financial data.
- Prepared annual accounts for property and business clients, ensuring accuracy and compliance for year-end reporting.
- Liaised with IRD on behalf of clients to negotiate penalty remissions and payment arrangements, facilitating compliance and financial relief.
Accounting Assistant and Onboarding Administrator
Lighthouse Financial Limited
, Auckland CBD
2025.06 - 2026.06
- Coordinated setup of 30+ Look-Through Companies (LTCs), ensuring compliance with incorporation, shareholder registration, LTC elections, and IRD tax registrations.
- Onboarded 500+ clients using Pipedrive and WFM, managing profiles, documentation, and email communication from first contact to completion.
- Supported setup of trusts, partnerships, and joint ventures with IRD, including registration, tax accounts, and compliance documentation.
- Liaised with Companies Office and IRD to track applications and resolve registrations, utilizing standardized checklists and templates for efficiency.
- Cultivated strong client relationships through proactive communication, facilitating smooth onboarding and enhancing client satisfaction.
Sales & Business Accountant Manager
2Degrees
, Auckland
2024.09 - 2025.06
- Exceeded sales targets by converting inquiries into high-value plan upgrades and device sales, enhancing overall revenue.
- Analyzed financial data to identify trends, guiding strategic decisions and optimizing revenue potential.
- Maintained a 95%+ customer satisfaction rate through personalized service and proactive problem-solving.
Retail Sales Associate
Omnitech
, Auckland
2023.03 - 2024.09
- Trained new associates on store policies and customer service standards, enhancing team effectiveness.
- Participated in promotional events to increase product visibility and drive sales.
- Standardized repair workflows, reducing turnaround time and enhancing service consistency.
Education
Bachelor of Business - Accounting And Finance
Auckland University of Technology
Auckland, NZ2025-10
Skills
- Tax Compliance & Regulatory Reporting
- Financial Reporting & Analysis
- Financial Forecasting & Budgeting
- Stakeholder Communication
- Process Improvement & Task Prioritisation
- Continuous Learning & Professional Development
- AI-Driven Accounting Tools & Automation
Timeline
Junior Accountant
Lighthouse Financial Limited
2026.06 - Current
Accounting Assistant and Onboarding Administrator
Lighthouse Financial Limited
2025.06 - 2026.06
Sales & Business Accountant Manager
2Degrees
2024.09 - 2025.06
Retail Sales Associate
Omnitech
2023.03 - 2024.09
Bachelor of Business - Accounting And Finance
Auckland University of Technology