Assisting Client Managers in the management of a portfolio of clients typically SMEs and high net worth individuals
Preparing tax compliance for all entities
Providing input into strategies around budgeting, cash flow planning, tax structuring, tax planning, business structuring
Ability to process SMSF to audit stage using Class
Maintaining an ongoing awareness of the industry, including legislation changes
The ability to process an accurate set of financial statements from start to finish with minimal input after an initial job plan has been provided
Awareness of ATO obligations and the timing...