b'KAREN NESBIT\n\nMasters in Taxation Law | Certified Practicing Accountant\n11 Ardross Close, Glen Waverley Vic 3000\n0444 000 111 \xe2\x80\xa2 03 8111 0000 \xe2\x80\xa2 karennesbit@internet.com\n\nBUSINESS SERVICES MANAGER\nSenior Business Services Manager presenting with 6 years notable experience and expertise in the\nsimultaneous management of up to 450 clients from high net worth individuals to major, multi-million\ndollar national and international business clients working at senior management level. Diverse industries\ninclude retail, construction, medical, financial, investment, automobile and real estate. Recognised\ntaxation expert, adept at managing high profile business clients and building client trust.\n\xe2\x96\xaa\n\xe2\x96\xaa\n\xe2\x96\xaa\n\xe2\x96\xaa\n\xe2\x96\xaa\n\xe2\x96\xaa\n\nComplex Taxation Advice\nPlanning & Compliance\nAccounting Services\nBusiness Structuring\nBusiness Planning\nManagement Advisory Services\n\n\xe2\x96\xaa\n\xe2\x96\xaa\n\xe2\x96\xaa\n\xe2\x96\xaa\n\xe2\x96\xaa\n\xe2\x96\xaa\n\nForecasting & Reporting\nIdentified & Increased Billing\nClient Communication\nClient Education\nMajor Portfolio Management\nHigh-Profile, High-End Clients\n\n\xe2\x96\xaa\n\xe2\x96\xaa\n\xe2\x96\xaa\n\xe2\x96\xaa\n\xe2\x96\xaa\n\xe2\x96\xaa\n\nRisk Analysis\nDeadline Compliance\nBusiness Advice\nBusiness Counselling\nCorporate Restructuring\nBuilding Client Trust\n\nQUALIFICATIONS\nMasters in Taxation Law (MTax): 2007\nUNIVERSITY OF MELBOURNE \xe2\x80\x93 Melbourne, Vic\nCertified Practicing Accountant (CPA): 2005\nCPA AUSTRALIA \xe2\x80\x93 Melbourne, Vic\nHigh Excellence Award in Taxation / Distinction Average\nMEMBERSHIPS & LICENSES\nFellow of Society of Tax Agents (STA)\nRegistered Tax Agent\n\nCURRENT TECHNICAL SKILL SET\nSolution 6, Viztopia, MYOB Accountants Office,\nQuickBooks, Cashflow Manager, Wages Manager\n\nPROFESSIONAL EXPERIENCE\nHAVEN & CO \xe2\x80\x93 Melbourne, Vic\n4/2007 to Present\n$2.5 - $3 million turnover accounting firm providing accounting and tax advisory services to diverse\nnational and international businesses, with combined turnover of $45 million plus.\nBusiness Services Manager\nPreside over 5 major client portfolios, each leaders within their fields and posting an average turnover of\nbetween $20-$30 million, securing an overall annual company fee of $550,000. Deliver expert\ncompliance services and advice for businesses with high net worth and others within diverse structures of\nsole trader, partnerships, companies, trusts, super funds and others.\nAreas of Accountability:\n\nPrepare and review of financial statements, BAS, FBT returns, cash flow and\nbudget forecasts, management reports and others. Maintain monthly billings,\ncommunicating effectively with clients regarding amount and structure.\nConduct monthly training sessions to staff and partners. Supervise, train and\nmentor staff to heightened level of value and productivity.\n\n\xc2\x83 Saved between 25%-45% in administration time through introduction of new systems such as\n\xc2\x83\n\xc2\x83\n\xc2\x83\n\xc2\x83\n\nBanklink, improved process flow for BAS, IAS and others.\nProvided expert advice to clients in areas such as STS, superannuation and tax consolidation to achieve\nvarying savings of up to 25% on tax payable.\nAchieved 50% reduction in tax payable for share recipients under employee share schemes.\nIdentified incorrect BAS inclusion to save client $100,000 in GST.\n\xe2\x80\x98Internal\xe2\x80\x99 tax expert in areas including consolidation, international tax issues, CGT and small\nbusiness, providing expertise across all portfolios and reducing external consultation fees.\nKaren Nesbit | Page 1 of 2 | 0444 000 111\n\n\x0cF R STRENGTH CHARTERED ACCOUNTANTS \xe2\x80\x93 Hawthorn, Vic\n7/2004 to 4/2007\nChartered accountancy of 20 years plus, providing corporate consulting and compliances services to\nlocal and international businesses across diverse industries. Annual turnover exceeds $500,000.\nBusiness Services Manager\nServiced 200 medium sized companies across manufacturing, retail, construction, investments,\nautomobile, consultancy, catering, real estate and more, consistently building and managing exceptional\nrelationships and delivering desirable outcomes within tight time constraints. Maintained individual\nclient base of 250, ensuring personalised attention.\nAreas of Accountability:\n\nProvided specialist tax advice in GST and CGT, advised on new business tax\nreform measures introduced by the Ralph Report and management and tax\nadvice on business restructuring and planning including preparation of\nmanagement reports. Prepared and reviewed financial statements. Trained\naccountants to ensure prompt delivery of work.\n\n\xc2\x83 Enabled 40% increase in fees through providing exceptional level of service. Experienced near zero\n\xc2\x83\n\xc2\x83\n\xc2\x83\n\xc2\x83\n\nwrite off on clients and increased client base through existing client referrals.\nDecreased administrative duties by up to 40% and increased efficiency through introduction of\nelectronic BAS loading and lodgement.\nExpanded revenue base through connecting with law firms to extend current company services to\nspecialised tax consulting, tax issues on deceased estates, divorce CGT issues and others.\nReduced tax payable by self-managed super fund to 15% from 47% by applying to ATO for\nprivate ruling and achieving complying fund status.\nIdentified $20,000 savings in tax payable for transport client selling business asset by researching\nclient\xe2\x80\x99s participation in STS system.\n\n11/2002 to 6/2004\nGIBSON PROFESSIONALS \xe2\x80\x93 Chadstone, Vic\nBoutique CPA accountancy providing corporate consulting and compliance services to local mediumsized business community and private individuals. Annual turnover in excess of $250,000.\nTax Accountant\nRecruited to small boutique firm as only accountant able to handle compliance issues. During tenure,\npersonal portfolio grew from 50 to 150 business clients from broad ranging industries and more\nthan 200 personal clients. Maintained exceptional level of efficiency and integrity.\nAreas of Accountability:\n\nPrepared complex income tax returns, BAS, financial reports interim, annual\nP&L statements and balance sheets and addressed compliance issues.\nProvided tax compliance and consulting addressing tax issues and financial\naccounting reporting for companies, partnerships, joint ventures, trusts and\nothers. Advised on accounting systems for business.\n\n\xc2\x83 Increased reporting efficiency by 30% within more than 30 companies and accounting services\n\nthrough implementation of computerised bookkeeping systems.\n\xc2\x83 Saved $15,000 in GST and Capital Gains Tax for manufacturing business on the market for sale\nthrough conducting detailed research to identify similar financial outcomes.\n\xc2\x83 Researched and introduced new accounting procedures for super fund, resulting in 15% faster\ntracking of member\xe2\x80\x99s funds.\n\xc2\x83 Increased client satisfaction resulting in 20% boost in new clients through existing client referrals.\n\n\xe2\x96\xa0\xe2\x96\xa0\xe2\x96\xa0\n\nKaren Nesbit | Page 2 of 2 | 0444 000 111'