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
VAT Law and Practice
Excise Law and Practice
Financial Accounting
Filing KRA Returns
Digital Marketing
Business Data Analytics
Accounts Receivable
Audit and Practice
International Tax
Attentive listening
Effective Communication
Numeracy
Problem solving
Computing
Time management
Analytical skills
Digital Marketing Skills
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