Partner

• Jan 2020 - Present

Senior Client Manager

• Jun 2019 - Jan 2020

Practice Manager

• 2016 - 2019

Management and supervision of professional accounting staff. Overseeing achievement of firm fee budgets. Liason with clients and statutory authorities and management of client portfolio. Management and supervision of professional accounting staff. Overseeing achievement of firm fee budgets. Liason with clients and statutory authorities and management of client portfolio.

Owner/Partner

• 2005 - 2015

I was a partner in a two partner accounting practice working with clients in meeting their reporting and lodgement obligations with the Australian Taxation Office. My clients included individuals, partnerships, companies, trusts and self managed superannuation funds. My client base consisted of simple enterprises through to multi-entity, multi-level business operations requiring assistance both with their statutory obligations as well as their own internal business improvement and growth strategies. Show less

Senior Accountant

• 1997 - 2005

My responsibilities included the preparation of financial statements and income tax returns for individuals, partnerships, companies and trusts. I was also responsible for managing the clients' lodgement obligations with the Australian Taxation Office. My responsibilities included the preparation of financial statements and income tax returns for individuals, partnerships, companies and trusts. I was also responsible for managing the clients' lodgement obligations with the Australian Taxation Office.