Director

• Jul 2018 - Present

Manager

• Aug 2016 - Jun 2018

Director

• Feb 2018 - Present

External Advisor

• Jun 2017 - Present

Director

• Dec 2019 - Mar 2022

Senior Accountant

• Feb 2015 - Jul 2016

Senior Business Services Accountant

• Sep 2013 - Feb 2015

• Maintaining regular contact with clients and their Management Accountants/Bookkeepers to manage the relationship on behalf of the partners; • Delegating and reviewing work of Junior Accountants as well as assisting the partners in invoicing of clients; • Managing workflow of Junior Accountant as well as training existing accountants on BGL and reviewing their work papers and audit files; • Providing high level strategic and researched taxation and structuring advice as well as transaction planning for succession and acquisitions; • Meeting and engaging lawyers on behalf of clients as required and regularly liaising with them to achieve a favorable outcome; Show less

Business Services Accountant

• Jan 2013 - Sep 2013

Preparing Annual Accounts and Tax Returns for SME’s ($5 - $10 Million groups)viz. Companies, Family Trusts, Unit Trusts, SMSF’s and Private Ancillary Charitable Trusts as well as High Net Worth Individuals; Reconciling Balance sheet, Bank, Loan, Debtors, Creditors, Tax accounts and the relevant Balance Sheet accounts as and when required; Preparation of the Monthly, Quarterly and Annual BAS along with the necessary working papers and their timely lodgment; Ensuring client’s compliance with various laws both Federal and State viz. Payroll Tax, Land Tax and Work Cover; Ensuring appropriate time is being charged to the clients whilst discussing with the partner and reorganize budgets when required due to change in scope of work and informing the client by providing an updated Job Engagement Letter on prior discussion; Building and maintaining strong relationships with the clients of the firm and especially ones allocated to my portfolio; Preparing tailored advice in relations to issues dealing with Double Tax Avoidance Agreements, Corporate Tax, Superannuation awards and Research & Development Tax Incentives. Providing General Advisory services with respect to Tax and corporate restructuring as well as assisting clients in process of securing Finance; Experienced in preparing accounts with regards to different industries viz. Entertainment, Construction, Primary Production and Hospitality along with Medical Professionals and Private hospitals; Show less

Business Services Accountant

• Apr 2012 - Dec 2012

• Preparing Annual Accounts and Tax Returns for Companies, Trusts, Partnerships, Individuals, SMSF’s; • Reconciling Balance Sheet, Bank and Loan accounts and querying clients where required; • Preparing End of year entries for clients to pass in their books or passing the entries and rolling the balances over for them to start a new year; • Ensure the accuracy and compliance of SMSF financials with Accounting Standards, Taxation Legislation and Superannuation Industry Supervisory Legislation; • Providing assistance to clients whilst dealing with ATO with regards to ICA, SGC, FBT debts; Show less

Finance

• Apr 2010 - Apr 2012

Tax Associate

• Aug 2006 - Nov 2008