Aaron Max
Assistant Manager at Sutton Partners Pty Ltd- Claim this Profile
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Bio
Experience
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Sutton Partners Pty Ltd
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Australia
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Financial Services
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1 - 100 Employee
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Assistant Manager
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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.
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Choir Conductor of the Caulfield Chevra
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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
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Pitcher Partners
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Australia
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Accounting
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700 & Above Employee
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Senior Analyst
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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.
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Senior Financial Accountant
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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
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Black & Krantz | Accounting | Taxation | Financial Planning
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Australia
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Accounting
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1 - 100 Employee
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Accountant
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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.
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Bookkeeping & Adminstration
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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.
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Green & Sternfeld
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Accounting
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1 - 100 Employee
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Bookkeeping & Administration
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Jan 2003 - Oct 2004
Responsibilities:- Assisting the tax accountants with bookkeeping and file maintenance. Responsibilities:- Assisting the tax accountants with bookkeeping and file maintenance.
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Education
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Chartered Accountants Australia and New Zealand
Chartered Accountant -
Deakin University
Bachelor of Commerce, Accounting -
University of Melbourne
Bachelor of Music Performance (Honours), Classical voice -
Monash University
Bachelor of Accounting, successfully completed 16 units