BRETT MORGAN OCHIENG
Economics and Finance Graduate
Nairobi,Nairobi
Summary
To be competent in tax matters, accountancy and financial management in an organization. Uphold reputable behaviour and honesty
Dedicated and detail-oriented person committed to the teamwork that leads to a team's success. Focused on continual professional and personal growth, including the improvement of business, tax administration and economic knowledge.
Overview
3
3
years of professional experience
2022
2022
years of post-secondary education
Work History
Fixed Term Associate - Tax
KPMG East Africa
08.2024 - 02.2025
- Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
- Analyzed financial statements to identify potential discrepancies or opportunities for improved tax planning strategies.
- Contributed to overall team success by consistently meeting or exceeding performance metrics for quality, productivity, and client satisfaction.
- Prepared accurate tax returns for individuals, partnerships, corporations, and non-profit organizations, maximizing deductions and credits.
- Collaborated with senior Tax Associates to develop solutions for complex tax issues, ensuring compliance and minimizing liabilities.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Developed strong relationships with clients through consistent communication regarding their unique needs and goals related to taxation matters.
- Participated in continuing education courses to maintain professional knowledge and certifications as a Tax Associate.
- Analyzed financial records to verify accuracy of tax returns.
Accounts Clerk
Bonn & Drew Associates
01.2024 - 08.2024
- Book Keeping
- Auditing & Filling Returns
- Set up and updated Excel spreadsheets to track financial data.
- Minimized late fees by ensuring timely submission of required government filings such as taxes or permits renewals.
- Managed and responded to correspondence and inquiries from customers and vendors.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
- Supported management by processing invoices and documents with consistent on-time delivery.
- Generated invoices upon receipt of billing information and tracked collection progress.
- Handled day-to-day accounting processes to drive financial accuracy.
Accounts Receivable
Private Safaris Limited
07.2023 - 12.2023
- Petty cash disbursement
- Reconciliation
- Handling of drivers imprest
- Running of ETR machine
- Invoicing of tour leader invoices
- Improved cash flow by streamlining the accounts receivable process and implementing efficient collection strategies.
- Reduced outstanding accounts receivable balances through diligent follow-up and effective communication with payers.
- Maintained accurate records of all accounts receivable transactions, ensuring compliance with financial policies.
- Reconciled accounts receivable balances with awarded financial aid funds for accurate reporting purposes.
- Improved cash flow management by closely monitoring accounts receivable, ensuring prompt collection of outstanding balances.
Internship
Kenya Revenue Authority
01.2022 - 12.2022
- Making calls to the taxpayers and business owners encouraging them to comply in paying the necessary taxes
- Creating awareness regarding the Nairobi Revenue Services Portal
- Creating accounts of our clients on the Nairobi Revenue Platform
- Registering and helping clients make payment regarding their businesses using the Nairobi Revenue Service Portal
- Licence and permit inspection
Education
Bachelor of Economics and Finance - Economics and Finance
MT. KENYA UNIVERSITY
CPA (Intermediate) -
KASNEB
Diploma in Tax Administration - undefined
KENYA SCHOOL OF REVENUE ADMINISTRATION (KESRA)
01.2017 - 04.2018
CPA (Foundation Level) - undefined
KASNEB
Certificate in International Computer Driving license (ICDL) - undefined
INSTITUTE OF ADVANCE TECHNOLOGY (IAT)
Secondary - KCSE
MARANDA HIGH SCHOOL
01.2013 - 04.2014
Primary - KCPE
LARVENA ACADEMY
Skills
Income Tax Law and Practice
Timeline
Fixed Term Associate - Tax
KPMG East Africa
08.2024 - 02.2025
Accounts Clerk
Bonn & Drew Associates
01.2024 - 08.2024
Accounts Receivable
Private Safaris Limited
07.2023 - 12.2023
Internship
Kenya Revenue Authority
01.2022 - 12.2022
Diploma in Tax Administration - undefined
KENYA SCHOOL OF REVENUE ADMINISTRATION (KESRA)
01.2017 - 04.2018
Secondary - KCSE
MARANDA HIGH SCHOOL
01.2013 - 04.2014
Bachelor of Economics and Finance - Economics and Finance
MT. KENYA UNIVERSITY
CPA (Foundation Level) - undefined
KASNEB
Certificate in International Computer Driving license (ICDL) - undefined
INSTITUTE OF ADVANCE TECHNOLOGY (IAT)
Primary - KCPE
LARVENA ACADEMY
CPA (Intermediate) -
KASNEB
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