Anneline Lamond
Accountant / Tax Practitioner
Somerset West
Summary
Highly skilled and detail-oriented Accountant with extensive experience in managing trust accounts, financial reporting, and tax compliance. Over 12years of experience in the accounting industry, specializing in trust accounting, taxation, and management.
Overview
12
12
years of professional experience
Work History
Accountant Manager
Destinata Accounting
10.2024 - Current
- Manage a team of bookkeepers, accountants, and administrators.
- Ensure the team meets their monthly stats.
- Oversee the accuracy and timely completion of all work.
- Implement and refine processes to enhance efficiency and workflow.
- Review staff processing to ensure accurate allocations
- Review and sign off on Annual Financial Statements (Trusts).
- Review various tax calculations, including VAT, Provisional Tax, Annual Tax, Personal Income Tax, CGT, etc.
- Conduct client meetings to discuss financial statements
- Provide regular updates to Managing Director and CEO on office performance.
- Train and mentor staff
- Participate in recruitment by sitting in on interviews.
- Assist with labour law cases and workplace dispute resolution.
- Draft work contracts and offer letter for new employees.
- Maintain and oversee performance registers to track staff productivity.
- Review and submit SARS Audits / Verifications
Managing Director
Destinata Accounting
Somerset West
07.2022 - 09.2024
- Oversee overall company operation to ensure efficiency and profitability.
- Provide leadership and strategic direction to all branches (Cpt, Pta, Dbn.)
- Draft budgets and manage financial planning to align with business goals.
- Monitoring financial performance and ensure the company remains financially stable
- Oversee the recruitment process
- Supervise and support management and key personnel
- Ensure the company complies with legal, tax, and regulatory requirements.
- Provide regular reports and updates to the board of directors on company performance, strategy and challenges.
Branch Manager
Destinata Accounting
08.2019 - 06.2022
- Oversee the daily operations of the branch.
- Ensure all client work is completed accurately and on time.
- Supervise and support accountants, bookkeepers, and administrative staff.
- Review and sig off on financial statements
- Build and maintain strong relationships with clients.
- Address client concerns and provide professional financial guidance.
- Conduct client meetings
- Approve and sign off on staff leave requests
Trust Accountant
Destinata Accounting
Somerset West
04.2013 - 07.2019
- Ensure accurate recording of trust transactions.
- Reconcile trust bank accounts.
- Prepare trust Annual Financial Statements and Resolutions
- Manage a client portfolio of trust clients, ensuring all accounting and tax requirements are met
- Ensure trust accounts comply with relevant accounting standards
- Tax calculations including distributions to beneficiaries
- File tax returns
- Maintain accurate and up-to-date records of trust assets, liabilities and distributions
Education
Advanced Diploma NQF7 - Financial Management
Regent Business School
Cape Town 04.2001 -
Diploma NQF6 - Financial Accounting
Institute of Certified Bookkeepers
Cape Town 04.2001 -
Skills
- Specialized Knowledge in Trust Taxation
- Financial Statement Preparation
- Detail-Oriented Approach
- Effective Team Leadership
- Experience with accounting software ( Sage Pastel, Xero, Draftworx, E-filing)
- Proficient in Microsoft Excel, Work, Outlook
Timeline
Accountant Manager
Destinata Accounting
10.2024 - Current
Managing Director
Destinata Accounting
07.2022 - 09.2024
Branch Manager
Destinata Accounting
08.2019 - 06.2022
Trust Accountant
Destinata Accounting
04.2013 - 07.2019
Advanced Diploma NQF7 - Financial Management
Regent Business School
04.2001 -
Diploma NQF6 - Financial Accounting
Institute of Certified Bookkeepers
04.2001 -
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