Jonathan Fletcher Email and Phone Number

- Attended to queries in a prompt manner. - Used software to communicate necessary information.- Ensured effective organisation of documentation. - Worked in a fast-paced, efficient and dedicated team. - Used interpersonal skills to communicate effectively.

- Performed administration tasks to develop business administration skills.- Processed income tax returns for individuals, trusts and companies.- Assisted with the planning of an entities estimated distributions for the upcoming financial year.- Prepared audit file to assist with audit planning procedures.- Assisted with preparing management letters and audit reports.- Conducted audit procedures to investigate any material amounts in client data.- Performed regular bookkeeping and processing of client information on accounting softwares.- Processed client portfolio valuations to illustrate cash and equity balances.- Assisted senior colleagues with preparing budgets for certain clients.