- Manage client profit and loss statements and balance sheets- Prepare monthly reporting including trial balance, accruals, and journals- Provide credit control, reconciling debtors and creditors ledger- Process payroll and superannuation payments in accordance with legislation- Prepare and lodge Business Activity Statements - Inputting sales order as required

- Develop and maintain strong relationships with clients, acting as the primary point of contact for all their accounting needs. - Conduct regular client meetings to access their financial goals, address, concerns and identify opportunities for additional services. - Collaborate with internal teams to ensure timely delivery of services and resolution of client issues. - Provide expert advice on accounting practices, tax regulations and financial planning strategies to help clients… Show more - Develop and maintain strong relationships with clients, acting as the primary point of contact for all their accounting needs. - Conduct regular client meetings to access their financial goals, address, concerns and identify opportunities for additional services. - Collaborate with internal teams to ensure timely delivery of services and resolution of client issues. - Provide expert advice on accounting practices, tax regulations and financial planning strategies to help clients optimize their financial performance. - Proactively identify opportunities to upsell or cross-sell additional services to existing clients, driving revenue growth for the firm. - Oversee and mentor entry-level accountants in their professional developments. - Collaborate with partner to analyze the client’s financial performance and develop strategies to achieve future objectives. - Coordinate daily and weekly tasks for the accounting team, establish the timelines for job completion and ensure optimal workload distribution among staff to meet deadlines effectively. - Participated in a range of webinars to stay abreast of recent developments in tax legislation, technology advancements and leadership concepts enhancing professional knowledge and skill set. Show less

- Engage with clients to receive information around their financial activities- Manage activities including Financial Statements, Income Tax Returns, Business Activity Statements, Instalment Activity Statements, Workers’ Compensation returns, Fringe Benefit Tax Returns, Payroll Tax Returns - Conduct calculations for minimum repayments and interest across 7A division issues- Develop and maintain strong client relationships to encourage repeat business- Liaise with bookkeepers to… Show more - Engage with clients to receive information around their financial activities- Manage activities including Financial Statements, Income Tax Returns, Business Activity Statements, Instalment Activity Statements, Workers’ Compensation returns, Fringe Benefit Tax Returns, Payroll Tax Returns - Conduct calculations for minimum repayments and interest across 7A division issues- Develop and maintain strong client relationships to encourage repeat business- Liaise with bookkeepers to manage the preparation accounts and undertaking journal adjustments- Assist clients with financial planning activities- Manage reconciliations across bank transactions, accounts receivable, accounts payable and payroll matters for client - Conduct revenue forecasts and analysis - Research, study and interpret tax law as it applies to client accounts- Identify and investigate account variances- Advise clients on opportunities to save money including tax ramifications and business decisions- Calculate capital gains tax for residential and commercial properties, shares, and all other investments for Australian and foreign residents- Prepare special purposes management reports- Maintain compliance with all ATO and financial reporting requirements- Develop and maintain an understanding of financial landscapes and market trends- Undertake regular process reviews to handle work efficiently and effectively- Liaise with the Australian Tax Office and other regulatory bodies as required Show less

- Engage with clients to receive information around their financial activities- Manage activities including Financial Statements, Income Tax Returns, Business Activity Statements, Instalment Activity Statements, Workers’ Compensation returns, Fringe Benefit Tax Returns, Payroll Tax Returns - Conduct calculations for minimum repayments and interest across 7A division issues- Develop and maintain strong client relationships to encourage repeat business- Prepare annual tax… Show more - Engage with clients to receive information around their financial activities- Manage activities including Financial Statements, Income Tax Returns, Business Activity Statements, Instalment Activity Statements, Workers’ Compensation returns, Fringe Benefit Tax Returns, Payroll Tax Returns - Conduct calculations for minimum repayments and interest across 7A division issues- Develop and maintain strong client relationships to encourage repeat business- Prepare annual tax statements for the investors/shareholders in syndicate property trusts- Liaise with bookkeepers to manage the preparation accounts and undertaking journal adjustments- Assist clients with financial planning activities- Manage reconciliations across bank transactions, accounts receivable, accounts payable and payroll matters for client - Conduct revenue forecasts and analysis - Research, study and interpret tax law as it applies to client accounts- Identify and investigate account variances- Advise clients on opportunities to save money including tax ramifications and business decisions- Calculate capital gains tax for residential and commercial properties, shares, and all other investments for Australian and foreign residents- Prepare special purposes management reports- Undertake monthly tax training delivered by Tax Banter to maintain currency with ATO updates- Maintain compliance with all ATO and financial reporting requirements- Develop and maintain an understanding of financial landscapes and market trends- Undertake regular process reviews to handle work efficiently and effectively- Liaise with the Australian Tax Office and other regulatory bodies as required Show less

- Developed and maintained strong professional relationships with clients to support the effective management of their financial affairs- Prepared and analysed financial statements and income tax returns for individuals, partnerships, trusts and companies- Calculated and prepare reporting on Capital Gains Tax and interest for Division 7A issues- Advise client companies on financial status, prepare their financial reporting, and assist them to prevent and resolve… Show more - Developed and maintained strong professional relationships with clients to support the effective management of their financial affairs- Prepared and analysed financial statements and income tax returns for individuals, partnerships, trusts and companies- Calculated and prepare reporting on Capital Gains Tax and interest for Division 7A issues- Advise client companies on financial status, prepare their financial reporting, and assist them to prevent and resolve discrepancies- Prepared Business Activity Statements, Installment Activity Statements, workers’ compensation returns, payroll tax returns, payroll compliance and Fringe Benefit Tax returns- Assisted clients to obtain loans through engagement with banks and other financial organisations to share information and clarify client financial positions- Collaborated with managers and colleagues to prepare complex statements and income tax returns- Analysed and reported on profit and loss variance to budget and forecast- Undertook profit and loss and balance sheet reconciliations for companies and entities- Liaise with government auditors and provide information as required- Oversaw the installation and management of accounting software programs Show less

- Provided outstanding customer service in a major supermarket- Managed store inventory and ordered stock on a weekly basis- Processed cash and EFTPOS transactions and completed daily register balances- Coordinated the work of colleagues to ensure all tasks are completed promptly- Resolved customer complaints in a friendly and professional manner- Maintained the store environment including cleaning and restocking