• Managing day to day running of a small practice• Marketing and networking for the practice• Management of junior staff at graduate and intermediate levels• Mainly clients base - small business and individual with investments• Type of business – Accommodation services, Adverting, Building & Construction, Café & Restaurants, Cleaning Contractors, Computer IT, Health Services (Medical, Dental, Optometrist and Pharmacy), Engineering Services, Financial Services, Franchise Business, Retail, Importer & Exporter, MV Service & Sales, Trades and Warehouse & Distributions• Prepare engagement letter for new clients• Billing invoice to client• Income tax – Sole Traders, Partnerships, Company, Trusts and Superannuation Funds• Tax planning and tax advice.• Liaise with ATO and client regarding tax & accounting matters• Liaise and assist super fund auditor for the super fund year end audits• Lodge ATO objection for the client• Represent client to deal with ATO for tax audit• Preparing financial and management reporting for business finance• Business compliances.• BAS, PAYG and FBT.• Payroll tax annual reporting and annual wages reconciliation work• Report worker’s compensation annual statement• Corporate secretarial work• Business and personal finance• Support and training client using Myob, QuickBook and Xero• Prepare & attend CPA Quality Control and Risk Assessment review of firm

• Reporting to Partners• Client liaison including building and maintaining client relationships• Income tax – Sole Traders, Partnerships, Company, Trusts and Superannuation Funds.• Business compliances.• Prepare quarterly and monthly BAS, GST reconciliation• Prepare FBT• Financial and management reporting.• Payroll tax annual reporting and annual wages reconciliation work• Report worker’s compensation annual statement• Auditing work – Medium sized business (Annual turnover > $100 Million) and Non Profit Organisations• Prepare annual Superannuation Fund financial report and tax return• Auditing Superannuation Funds• Assist partner prepare & attend CA Quality Control and Risk Assessment review of firm• Monthly and quarterly Bank Reconciliation• Review of management accounts prepared by clients including general ledger reconciliations and posting adjusting journal entries

• Corporate business financial analysis.• Business lending including rural lending.• Personal lending.• Customer service.