Shuai (Arisa) Zhou
Summary
Experienced Chartered Accountant with over 8 years of professional service in tax, management, and financial accounting, primarily assisting small to medium-sized businesses. Demonstrated expertise in making sound professional judgments concerning information disclosure in financial reporting for both business entities and personal income tax matters, while adhering to the New Zealand Tax Act. Proficient in meticulous research to source information and find innovative solutions or alternatives to tax-related challenges. Keen to further develop a career in tax and business advisory services, while leveraging existing skills and knowledge.
Overview
10
10
years of professional experience
Work History
Senior Accountant
Gilligan Sheppard
02.2022 - Current
- Preparation of financial statements, tax planning & other compliance duties as well as reviewing the work of the outsourcing team.
- Coordinate with external auditors during the audit process, providing requested documentation and addressing audit inquiries.
- Take charge of account preparation for a portfolio of New Zealand subsidiary entities with overseas head offices, ensuring effective coordination and compliance with international financial standards and reporting requirements.
- Responsible for the preparation of financial accounts for a portfolio of widely-held companies engaged in property syndicates and investments in commercial properties.
- Maintain regular communication with clients to discuss financial matters, address inquiries, and provide financial insights.
BAS Accountant
Gilbert Accountants Limited
08.2015 - 01.2022
- Participate in setting up clients on Xero from other accounting software such as MYOB AO etc.
- Prepare & review Accounts Receivable report for practice to chase up payments from customers on a monthly basis.
- Participate in forecasting costs & revenue on new jobs for practice and prepare the quotation for clients.
- Prepare PAYE, GST, NRWT and income tax returns to ensure prompt job completion and on-time filing of returns with IRD
- Analyse annual reports & discuss with clients' financial performance and position.
- Prepare the Voluntary Disclosure and help the client with IRD Audit/Risk Review.
- Assist with the preparation of budget/ forecast for the client to purchase the business as a "going concern".
- Advise client on appropriate business structure as well as operational procedures for effective compliance implementation and tax planning.
- Participate in complex property transaction cases and apply relevant tax legislation & rules to assist with client's decision-making.
- Constant interest in current affairs to improve commercial knowledge and exposure to the wider environment.
- Suggest actions & tactics to deal with clients with special characters & different needs, assist rotation of jobs for exposure of various businesses, skills enhancement & better customer satisfaction.
- Carry out plans to train new colleagues, support & monitor other team members to accomplish certain jobs & ensure performance.
Office Assistant
Ettason (NZ) Company Limited
03.2015 - 08.2015
- Followed up on orders from customers and maintained a high level of phone manners.
- Provided solutions to order issues.
- Tele - Sales Marketing.
- Assisted the Accountant and the office team in preparing sales reports.
- Provided support to the offices.
- Other office admin tasks as requested by the Accountant.
Junior Accountant
ATF Professional Limited
08.2013 - 10.2013
- Prepared bank Reconciliation in Xero.
- Prepared GST returns for small business entities.
- Communicated effectively with clients to ensure accuracy, efficiency, and high-standard of work have been performed.
- Responded to customer enquiries in a timely manner and provide solutions to customer's complaints.
Education
Master of Business Management - Business Management
University of Auckland
Auckland, NZ12.2025
Graduate Diploma of Chartered - Accounting
Chartered Accountants Australia And New Zealand
2020
Bachelor of Business -
Auckland University of Technology
2013
Bachelor of Health Science - Nursing
Auckland University of Technology
2010
Certificate in Health Studies -
Auckland University of Technology
2010
Skills
- Proficient in using accounting and business software including Xero, MYOB, NetSuite, Karbon, and Suitefiles
- Demonstrated ability to excel in high-pressure situations, consistently meeting deadlines and maintaining composure
- Proficient in managing time efficiently to prioritize tasks and meet project timelines
- Adept at multitasking, handling multiple responsibilities concurrently without compromising quality
- Possess strong critical thinking skills and the capacity to resolve complex issues and challenges effectively
- Skilled in overseeing workflow and project management, ensuring tasks are completed within allocated budgets and resources
Timeline
Senior Accountant
Gilligan Sheppard
02.2022 - Current
BAS Accountant
Gilbert Accountants Limited
08.2015 - 01.2022
Office Assistant
Ettason (NZ) Company Limited
03.2015 - 08.2015
Junior Accountant
ATF Professional Limited
08.2013 - 10.2013
Master of Business Management - Business Management
University of Auckland
Graduate Diploma of Chartered - Accounting
Chartered Accountants Australia And New Zealand
Bachelor of Business -
Auckland University of Technology
Bachelor of Health Science - Nursing
Auckland University of Technology
Certificate in Health Studies -
Auckland University of Technology
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