Sandip Barot
Auckland,New Zealand
Summary
Motivated Accountant With two years of experience, focused on maintaining accurate, compliant records. Responsive to dynamic operating conditions, detail-oriented and methodical with excellent mathematical skills, IFRS knowledge, and quick and keen learner.
My goal is to grow with a company where I can continue to learn, take on additional responsibilities, and contribute as much of value as I can as a Chartered Accountant by working in a supportive organisation. I wish to utilise my skills, knowledge, and willingness to learn to contribute to the success of an organisation.
Overview
11
11
years of professional experience
Work History
Accountant
Sutherland Business Groups Limited
07.2023 - Current
- Excel skills: I am a proactive user of MS excel. I manage and manipulate clients data with the help of the excel tools to make the job easier for me and the clients.
- Financial statement and workpapers: Preparing financial statement according to IFRS and complete the workpapers to reflect the workings based on the clients information on Xero and collecting additional data from clients and reliable online sources.
- Client Communication: Building and maintaining strong client relationships by addressing client’s inquiries, resolving their doubts, and explaining tax matters through effective communication.
- Research Services: Staying updated on changes in New Zealand tax laws, regulations, and tax rulings. Conducting research on specific tax issues and provide accurate and timely advice to clients.
- Tax calculations and compliance: Preparing and filing the tax returns and statement of account and Ensuring compliance with New Zealand tax laws by accurately preparing and filing tax returns for individuals, businesses, and organisations.
- Tax Planning and advisory: Offering professional advice on complex tax matters and draft advice to help client make informed tax-related decision and help them optimise their tax position and minimise tax liabilities. Informed client regarding their GST, PAYE, and FBT requirement and obligations.
Client Accountant
Perpetual Guardian
04.2022 - 06.2023
- Financial statement: Gathering data from various sources which involves soft skills as well as patience and based on that report I prepare the accounts for a variety of clients which includes individuals, trusts and charities.
- Workpapers: It was a standard process to accomplish the workpapers as it gives a clear breakdown of all income, expenditures, investments, revaluation, depreciation, capital accounts.
- Tax return: Prepared the tax return by processing and analysing the numbers from workpapers as this file incorporates comprehensive and precise information.
- Audit files: Dealt with clients whose equity is more than 50 million worth, hence, the attention detail is part of my job as well as a habit.
- Legislation and IRD commentary: Experienced in applying relevant legislation and master tax guide to the scenarios such as bright-line test, imputation credit treatment, residence questionnaire, ring-fencing rules - mostly dealing with a trust, and individuals.
Freelance Accountant
Freelancer
03.2021 - 04.2022
- Bookkeeping: Prepare data entries for the clients’ day to day work using MS Excel. Prepare Profit and Loss report for the clients.
- Key accountabilities: To ensure that the clients accounting, and taxation requirements are dealt with in a timely manner.
- Research Services: To undertake public searches- companies office, land information NZ, Inland Revenue etc. to provide proper guidance to the clients.
- Tax calculations: Preparing and filing the tax returns for self-employed clients and small business clients. Prepare workpapers to support the tax calculations.
Pharmacy Technician
Various Pharmacies
03.2013 - 03.2021
- Achieved great attention to detail by analysing prescriptions and refill requests, and by verifying that all the information is complete and accurate.
- Learned to take the ownership by documenting all the near misses identified in the dispensing process and discussed them in the team huddle for future learning.
- Learned to stay calm and composed in difficult or stressful situations with patients and/or colleagues and developed good listening skills.
- Fill the prescriptions with prescribed medications and type and affix labels.
- Enhanced my communication skills by dealing with doctors and nurses on queries related to the prescriptions on daily basis.
Education
Bachelor of Commerce - Accounting And Taxation
The University of Auckland
Auckland11.2020
No Degree - Pharmacy
Pharmacy Industry Training Organisation
Auckland04.2014
Skills
- Attention to detail
- Technical skills (MYOB, Excel, XERO)
- Communication skills
- Time management
- Problem analysis and Problem solving
- Teamwork
- Accounting and Bookkeeping
- Financial Data Analysis
- Tax Return Preparation
- Balance Sheets
- Budgeting and Forecasting
- Bank Reconciliation
- Cash Flow Management
Timeline
Accountant
Sutherland Business Groups Limited
07.2023 - Current
Client Accountant
Perpetual Guardian
04.2022 - 06.2023
Freelance Accountant
Freelancer
03.2021 - 04.2022
Pharmacy Technician
Various Pharmacies
03.2013 - 03.2021
Bachelor of Commerce - Accounting And Taxation
The University of Auckland
No Degree - Pharmacy
Pharmacy Industry Training Organisation
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