- Completion of end of year financial statements for companies, trusts, partnerships and sole traders of varying sizes located around NSW.
- Completion of Income Tax Returns for individuals and businesses.
- Generating tax planning & tax minimisation strategies.
- Completion of FBT returns and BAS statements.
- Dealing with the ATO.
- Completion of cash flow statements.
- Providing high quality customer experience.
- Preparation of tax returns and financial statements for company, trust, SMSF, Partnership, individuals etc.
- Excellent at accounting system integration, XERO expert.
- Business financial performance analysis and report – Profit and loss, Balance Sheet.
- Bank reconciliations, credit card reconciliations.
- XERO and MYOB bookkeeping services for clients on weekly and monthly basis.
- Preparation and lodgement of quarterly BAS / IAS, tax credit calculation and preparation if any.
- Works for numbers of clients each year and communicate directly with the clients, built excellent relationships with clients.
- Prepare financial statements & tax returns to review stage for SMEs, sole traders, partnerships, trusts and companies including liasing with clients directly on queries
- Regularly liaise with clients, ATO and other regulatory bodies
- A broad and solid knowledge of taxation issues (including Tax Structures)
- Building and improving business systems & processes
- Completing and lodging BAS, IAS and consolidated activity statements
- Calculation of Capital Gains Tax & other Tax Issues
- Liaise with the ATO and ASIC on behalf of clients
- Prepare financial statements & tax returns to review stage for SMEs, sole traders, partnerships, trusts and companies.
- Prepare Business Activity Statements (BAS) & Instalment Activity Statements (IAS)
- Communicate with the ATO via portal and phone, including penalties remissions, lodgement, GST, Superannuation, BAS etc.
- Full payroll services for clients
- Report directly to senior manager and principle regarding group summary and strategy etc.
- Budget and performance analysis for clients as per request, generate monthly performance and budget report
- Accounts payable and receivable services etc. as per request by clients.
- Providing advice to clients in relation to matters to ensure compliance with all relevant tax laws, regulations and policies.
- Undertaking research on more complex matters, to assist more senior team members.