Alexander Lunnon Email & Phone Number

Australia

• Prepared and reviewed online tax returns prior to lodgement using Etax in-house tax accounting software• Applied technical knowledge to review each tax return• Advised clients on potential ways of reducing their tax liability / increasing their refund• Explained client’s taxation issues• Direct interaction with clients - answer client queries regarding taxation via numerous communication mediums including telephone, web messages, and live chat• Ensured peak customer service satisfaction, in quick turn-around time frames• Adhered to quality assurance and advised clients of compliance obligations• Liaised with the ATO to negotiate on behalf of the taxpayer• Applied code of ethics in relevant situations• Liaised with and supported Remote Accountants to ensure best outcomes for clients• Researched complex tax matters and advise Remote Accountants accordingly• Ensured appropriate documentation and worksheets are available on complex returns tosupport client claims • Created standard worksheets for: • Rental income and expenses • Business income and expenses • UBER/BAS registered businesses income and expenses • UBER/BAS reconciliation • Chattel Mortgages • Capital Gains (Property and Shares)• Managed a large team of Graduate accountants in training and recruitment.• Consistently managed the team to meet the KPI's and manage performance • Constantly implementing and improving resources designed to help and allow team to work effectively.• Consistently managing workflow to prioritise and expediate workflow in a timely manner.

Australia

• Trained on the Etax Software for preparing Income Tax Returns• Handled of clients and making sure to guide them towards completing their tax returns online• Resolved customer queries on Income Tax laws• Collaborated with a large team under several team leaders to solve customer tax issues• Managed incoming calls regarding customer tax queries• Liaised with External accountants to complete returns• Advised on complex tax situations to provide advice to external team• Was point of contact to provide assistance with Etax based software issues. • Submitted non-lodgment advices• Determined complex Residency situations and offsets on behalf of external accountants

Australia

• Accounts payable (invoicing suppliers, paying utility bills) and receivable activities managed through Quickbooks• Month end reconciliation through Quickbooks• Managed the transfer of system from MYOB to Quickbooks• Managed payrolls of the employees

Australia

• Direct interaction with customers taking and creating orders in limited time to provide best service practice.• Worked to train new employees in best practices and new procedures.• Frequent multi-tasking to achieve the desires of customers whilst simultaneously meeting industry standards.• End of month inventory count.• Frequently managed both back end and front end of store at overnight alone.