Aaron Max

Assistant Manager at Sutton Partners Pty Ltd
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Melbourne Area, AU

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Experience

    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Assistant Manager
      • Dec 2019 - Present

      As a Senior Accountant I take care of the compliance and advisory needs of our clients to ensure they can continue to succeed, meet their financial goals and achieve the best possible outcomes. I am responsible for the compilation and completion of all work including: - Financial statements & tax returns for Trusts, Companies, Partnerships and Individuals. - Preparation of SMSF financial statements and tax returns. - Quarterly/Monthly reporting obligations (BAS, PAYGW, PAYGI, Withholding, etc.)- Managing and assisting the management of client relationships to ensure that our clients needs are always met. With a history of over 30 years of taking quality care of our clients, Sutton Partners is a place that clients can come and know that they will find peace of mind, sound advice and of course quality compliance.

    • Choir Conductor of the Caulfield Chevra
      • Jan 2011 - Present

      Responsibilities:- conducting 16 male vocalists- selecting and teaching the music- running a weekly rehearsal- working in conjunction with Chazan Dov Farkas Responsibilities:- conducting 16 male vocalists- selecting and teaching the music- running a weekly rehearsal- working in conjunction with Chazan Dov Farkas

    • Australia
    • Accounting
    • 700 & Above Employee
    • Senior Analyst
      • May 2016 - Dec 2019

      As a Senior Analyst I specialised in Business Services with the Private Business and Family Advisory team at Pitcher Partners. Pitcher Partners is an association of full service accounting, audit and advisory firms with a focus on the middle market. Responsibilities: - Preparation of Financial Statements and Income Tax Returns- Advise clients on business and group structure to achieve the most favourable outcome. - Manage workflow and review junior staff work. As a Senior Analyst I specialised in Business Services with the Private Business and Family Advisory team at Pitcher Partners. Pitcher Partners is an association of full service accounting, audit and advisory firms with a focus on the middle market. Responsibilities: - Preparation of Financial Statements and Income Tax Returns- Advise clients on business and group structure to achieve the most favourable outcome. - Manage workflow and review junior staff work.

    • Senior Financial Accountant
      • Oct 2014 - Apr 2016

      Working as the Financial Accountant I am responsible for and oversee; - The bookkeeping and record keeping function - Preparation of Monthly BAS - Reconciliation of Bank Accounts - Preparation of Financial Statements, including end of year and interim - Monitoring and maintaining controls for the Accounting Software/System - Training Staff in using Accounting Software - Production of Debtors and Creditors Reports for Senior Management Working as the Financial Accountant I am responsible for and oversee; - The bookkeeping and record keeping function - Preparation of Monthly BAS - Reconciliation of Bank Accounts - Preparation of Financial Statements, including end of year and interim - Monitoring and maintaining controls for the Accounting Software/System - Training Staff in using Accounting Software - Production of Debtors and Creditors Reports for Senior Management

    • Accountant
      • Dec 2011 - Oct 2014

      - Preparation of Income Tax returns and Financial Statements for Companies, Trusts and Individuals.- Preparation of Interim Financial Reports for external stakeholders.- Tax Planning with clients as required.- Processing BAS returns for clients of various businesses- Bookkeeping for clients, accounting for GST, Asset purchases, bank reconciliation and payroll reconciliation. - Preparation of Income Tax returns and Financial Statements for Companies, Trusts and Individuals.- Preparation of Interim Financial Reports for external stakeholders.- Tax Planning with clients as required.- Processing BAS returns for clients of various businesses- Bookkeeping for clients, accounting for GST, Asset purchases, bank reconciliation and payroll reconciliation.

    • Bookkeeping & Adminstration
      • Feb 2010 - Jul 2011

      Responsibilities:- Assisting in preparation for monthly IAS, quarterly BAS and end of financial year accounts.- Weekly reconciliation of multiple bank accounts, fortnightly payroll, accounts receivable and payable records.- Answering the telephone, being the first contact for customers and giving a positive impression of the company to current and potential clients. Responsibilities:- Assisting in preparation for monthly IAS, quarterly BAS and end of financial year accounts.- Weekly reconciliation of multiple bank accounts, fortnightly payroll, accounts receivable and payable records.- Answering the telephone, being the first contact for customers and giving a positive impression of the company to current and potential clients.

    • Accounting
    • 1 - 100 Employee
    • Bookkeeping & Administration
      • Jan 2003 - Oct 2004

      Responsibilities:- Assisting the tax accountants with bookkeeping and file maintenance. Responsibilities:- Assisting the tax accountants with bookkeeping and file maintenance.

Education

  • Chartered Accountants Australia and New Zealand
    Chartered Accountant
    2010 - 2012
  • Deakin University
    Bachelor of Commerce, Accounting
    2010 - 2011
  • University of Melbourne
    Bachelor of Music Performance (Honours), Classical voice
    2006 - 2009
  • Monash University
    Bachelor of Accounting, successfully completed 16 units
    2003 - 2004

Community

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