Stephen, a dedicated professional with a Bachelor of Science in Accounting Technology, brings a wealth of experience and expertise to the table. Currently employed at Affordable Staff since January 2022, Stephen has been a valuable asset in the finance industry, specialising in accounting and bookkeeping tasks.
Work History:
Stephen embarked on his career journey in the accounting department of a healthcare institution. There, he honed his skills in reconciling monthly bank accounts, managing cash transactions, and creating financial reports. His meticulous attention to detail and proficiency in handling financial tasks paved the way for his transition to his present role.
Personal Details:
He has a keen interest in reading, particularly novels, mangas, manhwas, and fanfictions, alongside a passion for Korean pop music and dancing, which adds a vibrant dimension to any workplace.
Personality and Traits:
Professional and confident, he is known for his creative problem-solving abilities and meticulous attention to detail. He possesses excellent communication skills, both written and verbal, and thrives in environments that require adaptability and efficiency.
Skills and Communication:
Equipped with a comprehensive understanding of accounting tools and databases, including Xero, MYOB, Square, and Stripe, he demonstrates proficiency in various software applications crucial to the financial services industry. His ability to follow instructions, coupled with a knack for working well with minimal supervision, underscores his reliability and efficiency in completing tasks accurately and timely.
Supervision and Organisation:
His organisational prowess and ability to adapt quickly to existing systems and workflows make him an ideal candidate for any accounting position. With a track record of requiring minimal supervision and efficiently managing tasks ranging from reconciling financial statements to preparing tax returns, he consistently delivers exceptional results.
Current Employment with Affordable Staff:
As an existing employee at Affordable Staff, Stephen has been instrumental in handling various accounting and bookkeeping tasks since January 2022. His responsibilities include reviewing and preparing forms, reconciling financial statements, lodging tax returns, issuing invoices, and participating in tax update webinars. Below are Stephen’s responsibilities listed in more detail:
- Financial Reporting and Compliance:
- Reviewing and preparing Form 484 annually
- Reconciling profit and loss statements and balance sheets
- Lodging tax returns and issuing invoices to clients
- Client Communication and Documentation:
- Participating in tax update webinars
- Sending return reminder emails and notice of assessments
- Preparing and emailing various documents such as income tax filings and engagement letters
- Organisation and Administration:
- Generating work-in-progress reports and trial balances
- Setting up new clients and jobs in the system
- Document filing and maintaining subscriptions
- Bookkeeping and Payroll Processing:
- Processing and reconciling payroll
- Creating ledger accounts and editing charts of accounts
- Handling transfers of business names and registering new business names
With a strong foundation in accounting principles, exemplary interpersonal skills, and a commitment to excellence, Stephen is poised to make significant contributions to any organisation.
