• Prepare and review complex Financial Statements and Income Tax Returns.• Oversee BAS and IAS reviews, ensuring accuracy and compliance with technical requirements, and communicate results to clients.• Conduct tax planning for larger client groups, manage the completion and delivery for smaller client groups.• Review Workers' Compensation declarations, Annual STP reporting requirements, and Trust minutes.• Provide support for value-added services such as management accounts, cash flow analysis, and budget preparation.• Manage individual workflow to ensure client work is completed within set budgets and deadlines, while maintaining high-quality standards.• Build strong client relationships and identify opportunities to offer additional services.• Assist the Client Service Director in ensuring timely and effective completion of recurring fees for the team.• Coordinate workflow meetings, monitor deadlines, and allocate resources to meet team goals.• Review and supervise the work of team members to ensure consistency and excellence.• Share technical knowledge and provide on-the-job training for junior accountants and team members

• Annual AccountsPreparation of financial accounts for companies, trusts, sole traders, and partnerships, including GST reconciliation, wages reconciliation, depreciation schedules, Div7a loans, loan management, FBT, tax reconciliations, and franking credits.• Tax ReturnsPreparation and submission of tax returns for all types of entities, including companies and individuals. Areas covered include rental property income, shares, capital gains tax (CGT) calculations, and farming income.• BAS/IASCompletion and review of BAS and IAS on a monthly, quarterly, and annual basis, covering PAYG instalments, FTC calculations, and GST checks.

• Annual AccountsPreparation of financial accounts for companies, trusts, sole traders, and partnerships, including GST reconciliation, wages reconciliation, depreciation schedules, Div7a loans, loan management, FBT, tax reconciliations, and franking credits.• Tax ReturnsPreparation and submission of tax returns for all types of entities, including companies and individuals. Areas covered include rental property income, shares, capital gains tax (CGT) calculations, and farming income.• BAS/IASCompletion and review of BAS and IAS on a monthly, quarterly, and annual basis, covering PAYG instalments, FTC calculations, and GST checks.

• Oversee logistics operations and provide support for organizational events, including training sessions.• Manage billing processes, accounts payable and receivable, and bank reconciliations.• Ensure accurate maintenance of accounting records and oversee payroll financial data.• Administer daily financial entries and perform banking reconciliations.• Prepare Business Activity Statements (BAS) and enter monthly financial data.• Issue invoices, process credit claims, and handle delivery arrangements with a focus on exceptional customer service.• Monitor debtor reports, track client payments, and reconcile the general ledger.• Assist in the preparation of the annual budget

• Oversee comprehensive accounting tasks for a portfolio of 60 companies, including entity setup, branch establishment, tax calculations, and payroll.• Prepare profit and loss statements and balance sheets.• Manage billing processes, accounts payable and receivable, and bank reconciliations.• Maintain precise accounting records and oversee payroll and daily financial entries.• Develop high-quality presentations, review documents, and compile data.• Address customer inquiries via phone and email.• Support internal and external audits and assist with financial systems integrations

• Manage payroll, superannuation, and related taxes, including Gfip, Rais, Dirf, Dirpf, and Caged.• Represent clients in union negotiations regarding contract terminations and keep clients updated on employment law changes.• Oversee the implementation and management of digital systems for time tracking and payroll.• Oversee comprehensive accounting operations for organizations with 500-900 employees.• Collaborate with clients to develop and execute business improvement strategies.• Provide administrative support across the office.• Reconcile all necessary accounts, financial systems, and client relationship management systems.• Assist with internal and external audits and support financial systems integrations• Ensure compliance with company procedures for sales, cash handling, and end-of-day processes across all branches.

• Assist with GST and BAS returns.• Build and maintain strong relationships with clients and stakeholders.• Enter and manage all client information in the system.• Collaborate with office teams as needed.• Support the company's tax and financial matters.• Issue invoices and process credit claims.• Serve as the primary point of contact for clients, handling all inbound calls.

Began career at WM Accountants as an office boy, where I built my accounting knowledge from the scratch.• Managed the delivery and collection of documentation from clients and the ATO.• Handled the distribution of monthly tax and payroll information to clients in an era before email.• Collected monthly information for BAS and ATO reports.• Managed ATO bookings and represented clients in meetings