Senior Manager Business & Taxation Services for medium to large business.

At the time of engaging the role at Aspire Valor Group, Avante Partners was still in the pipeline. Upon being successful in my application with Avante Partners it was my preferred job option to pursue. This role was responsible for managing client and referrer relationships, have full P&L responsibility for the Brisbane office, and responsible for developing and implementing strategic client initiatives that deliver high-quality client focused outcomes. Over the years I have offered and blended specialist resources that have the technical and industry knowledge to provide both professional advice and practical solutions in the following areas.Financial Reporting Company, Trust, Partnership, Sole Trader, Individual Tax preparation and managementTaxation advice and minimization, GST, BAS, IAS, PAYGW monthly, quarterly, annual preparation and management.Corporate complianceSpecialist tax needs & external examinations/auditing of Solicitor's, Accountants, Real Estate Agents & Body Corporate trust accounts• External CFO SupportTailoring CFO services to businesses that are designed to assist business owners reach key strategic goals, and includes (where applicable to business):Strategic Planning including development, implementation and ongoing review.Become part of the strategic team within owners' business.Keeping on top of Profit, Cash flow and ultimately a healthy balance sheet.Human resources including staff retention, remuneration, employment contracts and staff procedures, bonus structure, equity share, incentive design and policies documents.Management of accounts receivable and payable.Review and improve current contractual obligations and service fees.Liaise with third parties and assist in all negotiations.Provide a true upside to the value of business both internally and externally.Develop strong business systems and processes.

Not long after selling my 27 year old practice I engaged in this key role as a Senior Tax Accountant within a boutique practice at Arana Hills. Working in a growing office of a larger group of accounting practices, delivering a high standard of tax advice and processing a range of business and personal accounting clients. Responsibilities included managing a portfolio of clients, building client relationships by phone and face to face and building the client base and practice.I satisfied the employers criteria of looking for an enthusiastic, service focused, and committed accounting professional that can contribute to the ongoing success of their practice within the Aspire Group working directly underneath the Managing Director/Tax Agent.My credentials and business experience fulfilled the following:Be client focused, have the ability to build strong client relationships and provide exceptional client service.Be able to demonstrate an ability to work well under pressure and meet deadlines.Have extensive Australian professional practice experience gained in a taxation environment.Have knowledge and experience preparing financials and tax returns for individuals, companies, partnerships, and trusts.Have the knowledge and experience to prepare monthly reporting for clients with multiple entities.Be fully qualified or working towards CA/CPA qualifications with a minimum 3 years’ experience working across a broad range of clients.Display high level communication skills, both written and verbal.Have a high attention to detail. Work well both within a team and independently, with the ability to mentor and train junior members of the group.Have a proficient working knowledge of Xero.Knowledge of XPM & FYI.

PrincipalRoberts Accountants & Business Consultants level 54, 111 Eagle Street BrisbaneMay 1996 - April 2023 (27 years)• Accounting & Tax Consulting Over the years I have offered and blended specialist resources that have the technical and industry knowledge to provide both professional advice and practical solutions in the following areas.Financial Reporting, Company, Trust, Partnership, Sole Trader, Individual Tax preparation and management, Taxation advice and minimization, GST, BAS, IAS, PAYGW monthly, quarterly, annual preparation and management, corporate compliance, Specialist tax needs & external examinations/auditing of Solicitor's, Accountants, Real Estate Agents & Body Corporate trust accounts• External CFO SupportTailoring CFO services to businesses that are designed to assist business owners reach key strategic goals, and includes (where applicable to business):Strategic Planning including development, implementation and ongoing reviewBecome part of the strategic team within owners' businessKeeping on top of Profit, Cash flow and ultimately a healthy balance sheetHuman resources including staff retention, remuneration, employment contracts and staff procedures, bonus structure, equity share, incentive design and policies documents