Simon McFadyen

Client Services Manager at Karaco Accountants
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Contact Information
us****@****om
(386) 825-5501
Location
Australia, AU

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Credentials

  • Certified Advisor
    Xero

Experience

    • Australia
    • Accounting
    • 1 - 100 Employee
    • Client Services Manager
      • Mar 2014 - Present

      Key responsibilities include: - Preparation of financial accounts & taxation returns for trusts, deceased estates, companies & individuals - Preparation of management accounts in SAP, Xero & MYOB including analysis of financial performance of clients - Representing clients, presenting cases & advising clients with Australian Taxation Office audits & reviews - Provision of taxation advice & solutions for clients including taxation planning - Providing guidance, training & mentorship to junior staff including reviewing work - Preparing taxation returns for individuals & Business Activity Statements - Preparation of Fringe Benefits Tax returns & Pay As You Go Income tax variations - Managing workflow to ensure the timely completion of tasks - Meeting required billing & performance targets - Preparing of all relevant work papers & file notes - Providing in depth client training & on going assistance to clients using the Xero Accounting software - Completion of business registrations such as Tax File Numbers, Australian Business Numbers & Goods & Services Tax - Development & implementation of accounting procedures & checklists to improve the efficiency of accounting tasks

    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Accountant
      • Jun 2011 - Jul 2013

      Key responsibilities include: - Preparing taxation returns for individuals & Business Activity Statements - Preparation of Fringe Benefits Tax returns & Pay As You Go Income tax variations - Provision of taxation advice & solutions for clients - Managing workflow to ensure the timely completion of tasks - Meeting required billing & performance targets - Preparing of all relevant work papers & file notes - Liaising with clients and The Australian Taxation Office in resolving accounting matters & disputes - Providing in depth client training & on going assistance to clients using the Xero Accounting software - Completion of business registrations such as Tax File Numbers, Australian Business Numbers & Goods & Services Tax - Development & implementation of accounting procedures & checklists to improve the efficiency of accounting tasks

Education

  • CPA Australia Program
    2013 - 2016
  • Swinburne University of Technology
    Bachelor of Commerce - BCom, Accounting
    2007 - 2010
  • The Tax Institute
    Foundation course
    2011 -

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