Partner
CurrentAs a tax & accounting consultant, I am responsible for providing comprehensive and tailored advice to medical professionals; driving tangible savings and ensuring they are in the best financial position to achieve their goals.Key responsibilities:• Assess and understand clients’ needs and potential concerns.• Investigate and develop effective tax structuring strategies to maximise revenue and help achieve long term objectives.• Manage and maintain a high level of confidentiality with client details and personal information.• Deliver financial solutions that guarantee objectivity in the choice of service/product provider, always in the best interest of the client.• Maintain up-to-date knowledge of the legal and industry regulations that may impact on clients’ financial situations.Key Software Skills:MYOB AE, MYOB Document Manager, MYOB Essentials, MYOB Account Right, Microsoft Excel, Microsoft Word, Microsoft Outlook, CGT Reporter, Class.
