Shamir Gupta CA CPA JP

Experience

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  Newbridge Technologies, India

  Aug 2009 - Mar 2011

  Accountant

  • Maintained records of documents processed for ready access and produced various reports according to standard operating procedures. • Performed weekly EFT payment to creditors. • Prepared-supporting details for month end reconciliations of balance sheet accounts. • Performed month-end accounting procedures. • Assisted in preparation for external audit, review, financial compliance submissions and various ad-hoc projects.• Initiated and managed the process to negotiate new contracts with telecom service providers and reduced the company’s telephone expenses by 25 percent Show less

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  HR Block

  Jun 2011 - Oct 2011

  Tax Accountant

  • Conducting client interviews to gather their tax information.• Applying information provided to prepare client tax returns and matching data with ATO prefilling report to ensure all data has been recorded• Managing the branch office and performing administrative jobs as and when required• Conducting research into changes to Australian tax legislation

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  Caunt and Lowbeer

  Mar 2012 - Jul 2017

  Senior Accountant

  • Undertaking tax planning and compliance work for high net worth family groups with net assets varying between $10 million to $15 million.• Advising clients on setting up group structures for tax planning and asset protection.• Experience in providing tax and business advisory services to small SMEs and large corp. with turnover of over $20million.• Preparing budgets, monthly reports and conducting variance analysis to explain business performance to clients.• Experience in researching Australian Tax Jurisprudence and tailoring tax advice in easy to understand language to clients on matters such Division 7A Loans, Capital gains and GST implications on sale of properties, estate planning and foreign currency transactions.• Providing advise to clients on FBT implications of employee salary packages.• Advising clients on monthly group tax and payroll tax issues.• Reviewing client accounting systems and recommending changes to improve efficiency and productivity.• Xero Certified Advisor, tailoring Xero implementation and training programs for easy client transition to Xero.• Providing tax advice to SMSF clients (member balances varying between $1.5million to $30 million) on making contributions, maintaining and/or creating new pensions, buying and selling new assets in the SMSF, Limited recourse borrowing arrangements as well as regarding any in house asset or other audit issues that need to be resolved.• Experience in auditing SMSFs. Improved audit procedure to reduce time spent on audits without comprising integrity of the audit procedure. Currently engaged in testing Auditflow cloud based accounting software for SMSF audits.• Member of Audit team to conduct audits for companies with a turnover of approx. $50 million• Member of team to review practice accounting systems to improve efficiency within the firm• Design and Implementation of electronic work papers, which has resulted in a reduction in the overhead costs of the firm and improved accuracy. Show less

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  Imagine Accounting

  Jul 2017 - now

  Client Director