Curriculum VitaeBethany Jones

80 Canopus Street,Coorparoo, QLD, 4151

0421 995 065bjones333@hotmail.com

ABN 48 304 933 909

CAREER OBJECTIVEAfter 10 years in the Accounting industry, I have recently expanded my skillset to include staff management and introducing processes and procedures designed to increase efficiency, within a professional business environment.

EDUCATION AND TRAININGSeptember ’15 Tax Agent Licence (Registration)

QLD Tafe Property Law (Unit)2015

Bookkeeping Institute Payroll CertificateOf Australia2014

Griffith University Bachelor of Commerce (Accounting)2011 - June 2013

Charles Sturt University Bachelor of Business (Accounting): studying part-time while working2008 – 2010 full- time

Wodonga TAFE Certificate 3 Accounts Clerical (Financial Services)2007

Wodonga TAFE Certificate 2 Business2006

Wodonga Catholic College VCE – English, Business Studies, Accounting, Further Maths,2003 Psychology

CAREER HISTORY

Mode SMSF/Mode Financial Services

- Office Manager (Processes and Procedures)

- Client Services ManagerAugust 2015- Present

http://modesmsf.com.au/

Key Skills Utilised SMSF knowledge BGL Xplan Reckon Docs St George Bank Macquarie Bank

Australian Taxation AdvisersAccountant

February 2015- Present

http://www.austaxadvisers.com.au/

Key Skills Utilised MYOB- Accountants’ Office Gmail Website design ATO portal ABR website

Duties and Responsibilities:

Conduct weekly staff meetings Work with staff at a management level to improve and introduce

processes and procedures to increase staff efficiency and consequentially, staff satisfaction.

Staff management- training, delegation, conflict resolution, monitoring workflow

First point of contact for referrers and business partners Setting up Self Managed Super Funds: Ordering Super Fund,

Companies and Bare Trust through Reckon Docs, ABN Application, Bank Account Application (St George or Macquarie)

ASIC Compliance: Annual Review, Update Company details, Add members to fund

General maintenance of office equipment Organising social events- Christmas party, Melbourne cup, end of

Financial Year party Monitoring and approval of staff sick and annual leave, for fortnightly

timesheets for payroll Billing of clients including calculation of pro-rata fee amounts,

ensuring accuracy and distinguishing between monthly and annual clients.

Liaise with Finance Brokers, Solicitors, and clients in the process of property settlement; provide certified documents and Trust Deeds, payment of property deposits to comply with specific timeframe.

Payment of property expenses- Council Rates, Water Rates, Body Corporate, Insurance, ASIC fees, Income Tax Expenses.

Lodgement of Tax Returns and quarterly PAYG Notices

Duties and Responsibilities:

Independently responsible for all duties of an accounting firm: Executive decisions on computer software, and all systems and

processes for the firm’s operation Write & develop company website. Update, edit & maintain as

changes required Record incoming & outgoing correspondence Prepare template letters to accompany ATO Notices and Statements Prepare template forms and worksheets to ensure tasks are

performed in an efficient, uniform manner Client interviews and phone conversations to discuss Engagement,

client queries, and obtain information to prepare Tax Returns, financial statements, BAS’s and PAYGW Variations

Setting up Companies & Trust’s, ABN, TFN, GST & PAYGW Registration ASIC Compliance Manage and reconcile a Trust Account Invoicing or clients, including negotiating fees on a per client basis

dependent on work load required and writing off time as required Payment of invoices Research a variety of complex tax issues and provide an

understandable solution to clients and colleagues- Financial Planners, Mortgage Brokers & Self Managed Super Fund Accountants

Bookkeeping of company, including Monthly Bank Reconciliation, payment of invoices, lodge quarterly Business Activity Statements

Manage debtors

Maintain a timesheet to summarise daily workload, by 6 minute intervals.

Prioritising tasks and managing a heavy workflow, while maintaining client satisfaction and contact.

One2One AccountingAccountant

July 2010 – February 2015

Key Skills Utilised MYOB- Accountants’ Office Quicken/Quickbooks (Reckon) MS Office – Word, Outlook, Excel Internet Explorer Cash Flow Manager ATO portal ABR website

Duties and Responsibilities:

BAS & Tax Returns, including interviewing clients. Preparing Financial Statements for individuals, trust and companies. Travel to client's homes or business premises to do same for after-hours operation.

Dealing with the Tax Office to resolve client problems: remission of penalties/General Interest Charges, ABN/TFN application, registration for PAYGW, GST, FTC etc.

Assisting clients with data entry- MYOB (etc- programs listed), payroll queries and general reporting requirements, BAS completion: over phone or emailing screen shots and detailed instructions on how to carry out specific tasks

General day-to-day organising and prioritising of tasks & jobs in the most efficient manner

Working with a proactive attitude to prevent client issues for the future

Building an increasing client base/reputable rapport with clients First point of contact for clients incoming phone calls to resolve

queries- taking the pressure off the principal of the firm Staff training for accounting packages, Tax Office portal and general

office admin duties

Handys AccountantsAccountant

July 2010 – December 2010

Key Skills Utilised HandiTax Software

Duties and Responsibilities:

Completing tax returns and financial statements Phone queries, making appointments etc Assisting with audits, including attending client locations.

MKM AccountingTrainee Accountant

July 2005 – January 2010

Key Skills Utilised

MYOB- Accountant’s Enterprise (as listed under 121 Accounting above)

Duties and Responsibilities:

Liaising with clients, filing, managing phones and colleague calendars, dealing with correspondence to and from the office including mail

ASIC maintenance- Completing appropriate forms to make changes to companies including appoint registered agent and office, update and change addresses, shareholder, director and officeholder information

Completing Business Activity Statements- Calculating GST, wages, PAYGW, PAYGI and Fuel Tax Credits and lodging

Tax Returns- Experience preparing individual, partnership, company and trust tax returns including client interviews. Basic knowledge in super fund tax returns.

Dealing with the ATO on behalf of clients to set up payment arrangements, update entity details (address, trading name, financial institution details), lodge Activity Statements, view and draw conclusions from transactions on Income Tax & Integrated Client Account

HOO CleaningOwner

January 2006 – June 2010

Duties and Responsibilities:

Pay wages and PAYGW and manage staff including training and dealing with any issues.

Initial consultation with client to outline requirements and provide quote for area.

Conduct cleaning of commercial and residential properties. Invoice clients as per hours worked and supplies purchased for use. Assure supplies are stocked up including cleaning products, toilet

paper and hand towel. Work unassisted and independently to produce quality results, in a

timely manner.

Muffin BreakShift Supervisor- Albury/Wodonga

October 2000 - July 2005Store Manager- Sunnybank

January – July 2010

Key Skills Utilised Day to day running of store Different stages of Employment cycle

Duties and Responsibilities:

Deal with customer complaints and issues Clean store in preparation for next day’s operation Work under time constraints Balance the Cash Register at the end of the day/night and bank as

required- ensure security in place and active Address staff issues- uniform, tardiness, training, delegate tasks Recruitment, selection, induction, training & dismissal of staff Maintain stock levels in store and storeroom on limited budget Prepare and maintain product and display areas Follow and organise roster- change shifts for staff unable to work Keep all areas clean and tidy Open store in the morning, bake products for the day- follow recipes,

coordinate baking of products in different stages. Ensure appealing presentation, and products are prepared within time limits for opening of store.

REFERENCESWill be made available upon request