- Manage workflow for both compliance and business service team- Maintain client relationship and be the contact point for stakeholders- Review and prepare compliance and business service documents such as financials, tax returns, tax planning, budget and management reports- In charge of internal and external projects, provide business analysis, advisory and process enhancement to clients and team- Mentor and provide training to intermediate and senior accountants

- Develop procedure for internal and external process, refine workflow for efficiency- Prepare financials and tax returns, including amendments for individuals, trusts, partnerships and companies- Preparation of financials and tax returns for SMSFs- Prepare BAS and FBT returns, Division 7A and dividends statements- Produce performance reports and business analysis- Client facing, financial interpretation and client relationship management- Manage and provide training to… Show more - Develop procedure for internal and external process, refine workflow for efficiency- Prepare financials and tax returns, including amendments for individuals, trusts, partnerships and companies- Preparation of financials and tax returns for SMSFs- Prepare BAS and FBT returns, Division 7A and dividends statements- Produce performance reports and business analysis- Client facing, financial interpretation and client relationship management- Manage and provide training to junior accountants Show less

- Prepare tax returns, including amendments for individuals, trusts, partnerships and companies- Prepare BAS and FBT returns, Division 7A and Dividends- Provide training, setting up, and maintaining profile for Xero business clients- Liaise with internal and external stakeholders

- Lead the finance team- Strategic change implementation- Operation change implementation- Successfully developed frachising medel based on family owned and operated restaurant chain- Management accounting & financial accounting- Budgeting, financing and decision making- Contact point for internal and external stakeholders

- In charge of training, setting up and maintaining all Xero business clients- Provide taxation and business advisory to clients- Prepare tax returns, including amendments for individuals, trusts, partnerships and companies- Prepare BAS and FBT returns, Division 7A and Dividends- Review and finalise jobs done by other accountants- Liaison with key stakeholders including ATO, financial institute and auditor

- Prepared tax returns, including amendments for individuals, trusts, partnerships and companies- Assisted senior tax accountants to liaise with the Australia Tax Office regarding clients’ matters- Researched and updated new tax rules for senior accountants- Advised clients on tax plans under the direction of the principle of the firm

- Prepared strategic plans, annual budgets, cash flow and forecasts for the financial year to the accountant - Compiled reliable financial reports including Profit and Loss, Balance Sheet, analysis of KPIs to the Accountant on a monthly and ad-hoc basis- Oversees monthly reconciliation of Quicken accounting software to bank statement and cash collection- Reviewed and lodged the Business Activity Statements and PAYG for multiple entities- Supervised daily accounting functions… Show more - Prepared strategic plans, annual budgets, cash flow and forecasts for the financial year to the accountant - Compiled reliable financial reports including Profit and Loss, Balance Sheet, analysis of KPIs to the Accountant on a monthly and ad-hoc basis- Oversees monthly reconciliation of Quicken accounting software to bank statement and cash collection- Reviewed and lodged the Business Activity Statements and PAYG for multiple entities- Supervised daily accounting functions including data entry, accountsreceivables and payables- Provided training and support to junior staff- Liaised with accountants, bankers and lawyers on behalf of the company Show less

- Assisted with the annual budgeting and forecasting process throughout the year- Followed up with account queries and outstanding payments from tenants- Prepared monthly and quarterly Business Activity Statements and PAYG for multiple entities- Processed accounts receivables and payables- Updated accounts daily by inputting data into Quicken - Prepared invoices for tenants - Performed general administrative duties including answering incoming calls, filing, maintaining… Show more - Assisted with the annual budgeting and forecasting process throughout the year- Followed up with account queries and outstanding payments from tenants- Prepared monthly and quarterly Business Activity Statements and PAYG for multiple entities- Processed accounts receivables and payables- Updated accounts daily by inputting data into Quicken - Prepared invoices for tenants - Performed general administrative duties including answering incoming calls, filing, maintaining tenant databases, preparing documents and being the first point of contact- Coordinated the maintenance of the building and facilities- Assisted with the organisation of company events for tenants Show less

- Applied accounting knowledge and standards during the audit process for firms in various industries such as manufacturing, I.T, and construction- Assisted senior staff during the audit process - Used Microsoft Office to prepare professional business reports for senior staff- Travelled interstate to conduct audits for clients

- Engaged in foreign exchange trading - Applied knowledge of finance during meetings- Channelled information gathered from the analyst department to external sales department

- Assisted senior staff to develop financial strategies to help clients achieve their financial goals - Monitored clients' financial situation by tracking changes in wealth and circumstances and amended the plan when new superior financial strategies and opportunities arose- Gained industrial knowledge by keeping up-to-date with financial markets, financial products, reading professional publications and attending networking events.