Shamir Gupta CPA's Email Addresses & Phone Numbers

A qualified chartered accountant with invaluable experience in financial reporting and taxation covering a variety of clients such as high net worth individuals, SMEs and large multi national corporations. Hands on experience of providing professional advice in strategic sectors such as financial reporting, taxation and corporate finance. Easy going by nature, with the ability to work in...

A qualified chartered accountant with invaluable experience in financial reporting and taxation covering a variety of clients such as high net worth individuals, SMEs and large multi national corporations. Hands on experience of providing professional advice in strategic sectors such as financial reporting, taxation and corporate finance. Easy going by nature, with the ability to work in a team as well as autonomously to achieve deadlines.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. From March 2012 to Present (3 years 10 months) 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 From June 2011 to October 2011 (5 months) 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 From August 2009 to March 2011 (1 year 8 months) Master’s Degree, Tax Law/Taxation @ University of SydneyMaster's Degree, Accounting and Finance @ Macquarie University From 2007 to 2009 Bachelor's Degree, Accounting and Business/Management @ Guru Nanak Dev University From 2003 to 2006 DMS Shamir Gupta CPA is skilled in: Tax, Accounting, Auditing, Superannuation, Fixed Assets, Tax Preparation, Accruals, Financial Statements, Financial Analysis, Financial Reporting, Microsoft Excel, IFRS, Financial Accounting, Income Tax, Account Reconciliation, Budgeting, Forecasting