•Preparing annual and interim financial statements for sole traders, trusts, partnerships and companies •Preparing income tax, GST and FBT returns.•Preparing periodic management reports and cash flow forecasting•Investigating tax issues•Managing all clients' IRD notices, communications and correspondence•Liaising with external auditor and ensuring audit work is carried out efficiently. •Performing FIF calculations for client with extensive shareholdings in Switzerland, Germany, UK, Denmark and USA and making claims to overseas tax authorities for refund of tax credits •Assisting with implementing Risk Review program for Trusts and undertaking reviews•Providing training and assistance on Banklink and Xero to clients•Giving recommendations on potential business growth, improving firm's presence through marketing and implementing strategies such as focusing on value added services

- Preparing management reports- Accounts payable and accounts receivable- Review of stocktake reports- Bank reconciliation