Daniel Kim
Chartered Accountant, business advisory
Auckland · 021 555 0189 · daniel.kim@email.com
Profile
Chartered accountant with five years in business advisory, preparing year-end accounts and tax returns for small and medium businesses. Confident in Xero and MYOB, careful with detail, and good at explaining the numbers to clients.
Skills
Year-end financial statements · GST and income tax returns · Xero and MYOB · Management reporting · Client relationships · Process improvement
Experience
Senior Accountant, Kauri Advisory
Auckland · 2023 to now
- Manage a portfolio of 60 small business clients, from year-end accounts to tax returns
- Prepare quarterly management reports and walk clients through them
- Moved 20 clients from spreadsheets to Xero, cutting month-end work
- Review graduate accountants' work before it goes to the manager
Graduate Accountant, Kauri Advisory
Auckland · 2021 to 2023
- Prepared GST returns and year-end workpapers for small businesses
- Reconciled bank and supplier accounts in Xero and MYOB
Education
Bachelor of Commerce, Accounting, University of Auckland
2020
Other details
- Membership
- Chartered Accountant, Chartered Accountants Australia and New Zealand
- Work rights
- New Zealand citizen
Referees
Available on request