Team Lead
Current Provides tax audit and performing superannuation functions for Cutcher and Neale Accounting and Financial Services, an Australian auditing firm. Review jobs involving annual accounts, tax returns, audit and letters completed by junior and senior accountants. Preparation of income tax returns, business activity statement (BAS) and Goods and service tax (GST) return via Class Super and Accounting Practice Solutions software (APS) as well as Xero Practice Manager (XPM). Reconciliation and Preparation of financial statements (balance sheet and profit and loss account) of Superannuation Funds using Class Super. Look over the job performances and manage the workflow tasks of junior and senior accountants. Checking the opening balances of funds migrated to Class Super from Desktop Super. Reviewing of bank statements, investment and cash feeds, processing or matching transactions, checking the entries in ATO portal and preparing journal entries using Class Super. Prepare Job budget estimates and final budget of clients for the computation of audit and professional fees. Complete the audit working papers (bank reconciliation, deferred income and foreign income tax offsets, pension payment, interest and dividends report, etc.) using APS, CaseWare and XPM. Prepare and finalize audit program, engagement letters, send out letters, pension advice letters and minutes of clients thru FYIdocs.
