Sushmita Gounder
Papatoetoe,Auckland
Summary
Professional with strong expertise in tax administration and client service. Possesses exceptional organizational and communication skills, adept at managing documentation, schedules, and deadlines. Known for collaborative teamwork, flexibility with changing needs, and delivering accurate, timely results. Skilled in tax software, financial reporting, and regulatory compliance, ensuring seamless support for tax processes.
Overview
5
5
years of professional experience
Work History
Senior Client Officer
Pherrus Financial Services
Suva
11.2020 - Current
- Developed and maintained professional relationships with clients to encourage repeat business and referrals.
- Compiled financial data for use in the preparation of tax returns.
- Analyzed tax regulations and updated knowledge regularly to stay compliant with changes in tax laws.
- Maintained strict confidentiality of client information in accordance with privacy laws and regulations.
- Provided exceptional customer service, addressing client concerns and questions promptly.
- Performed detailed record-keeping for all tax files and documentation for future reference.
- Reviewed financial records, such as income statements and documentation of expenditures, to determine forms needed to prepare returns.
- Assisted in preparing and filing federal, state, and local tax returns.
- Calculated penalties or interest associated with late payment or filing of taxes.
- Responded to customer issues to provide immediate resolution and improve retention.
- Provided customer service support related to tax issues or inquiries.
- Updated system to organize office documentation, maximizing efficiency and increasing productivity.
- Oversaw staff correspondence, record tracking and data communications, resulting in improved automation of office operations.
- Communicated with federal and state tax agencies to obtain best resolution for clients.
- Coordinated with external auditors to provide required tax documentation and support during audits.
- Organized documents to ensure accuracy of all records.
- Answered questions from clients regarding their individual or business taxes.
- Contributed innovative ideas and solutions to enhance team performance and outcomes.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Worked with cross-functional teams to achieve goals.
Administrative Officer
Aleeza Real Estate
Suva
02.2020 - 08.2020
- Coordinated property listings, including updating online portals and managing promotional materials
- Managed client and vendor communications, scheduling meetings, and handling inquiries
- Maintained accurate records of property transactions, contracts, and lease agreements
- Organized and maintained office files, both electronic and physical, ensuring easy access and compliance
- Prepared and distributed correspondence, reports, and other documentation related to real estate transactions
- Assisted with marketing efforts, including social media management and the creation of promotional content
- Scheduled property showings, inspections, and maintenance appointments
- Handled day-to-day office operations, including managing supplies, equipment, and office space
- Provided administrative support to real estate agents and management, including preparing presentations and reports
Education
Bachelor of Commerce - Accounting and Management
Bangalore University
Bangalore06.2019
Secondary Education -
Rishikul Sanatan Collage
Suva11.2015
Skills
- Tax-related research
- Client confidentiality
- Document preparation
- Client relationship building
- Problem resolution aptitude
- Verbal and writing communication
- CRM software
- Time management abilities
Accomplishments
- Employee of the Month (3)
- Certificate in workflow and CRM
- Xero Advisor Certificate
- License to Limited Authority to Teach
- 2016-2019 Recipient of Indian Government Scholarship
- 2015- merit certificate for highest in Hindi
- 2019- Teach English as a Foreign Language (TEFL) certificate
- 2019- certificate of participation- international students meet
- 2018- certificate for conducting sports event
- 2018- certificate of participation in a seminar on 'globalization and challenges faced by finance professionals.'
- 2017- certificate of participation in management event
- 2010 – Certificate of participation- Australian Mathematics Competition
References
- Mrs. Ilonah Tabuya, Former Senior Admin Executive @Pherrus, Water Authority of Fiji, 8385651, 9166085, anitabuya@gmail.com
- Ms. Priya Chand, Former Senior Accountant, PWC - Fiji, 7335190, chand.priya0594@yahoo.com
Languages
- English
- Hindi
References
References available upon request.
Timeline
Senior Client Officer
Pherrus Financial Services
11.2020 - Current
Administrative Officer
Aleeza Real Estate
02.2020 - 08.2020
Bachelor of Commerce - Accounting and Management
Bangalore University
Secondary Education -
Rishikul Sanatan Collage
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