Roles and Responsibilities:
The position requires you to report to the Senior Client Manager or the Senior Production Manager.Your major role is to process and complete annual financial statements and prepare income tax returns.You will work with your Senior Manager, help train you in technical knowledge and review your work.
Team Work
From time to time you may be asked to review and check less qualified and experienced team members’ work and this could include accounting and tax work, bookkeeping or payroll tasks.You will be required to work in a team and be willing and able to delegate work when asked to by your Manager.
Technical Requirements
The successful applicant needs a high level of technical knowledge and an ability to apply it to finalise Jobs for clients. The CPA or CA qualification is desirable but not a necessity. Preparing Individual Income Tax Returns with and without Rental PropertiesPreparing Income Tax Variatio
nsPreparing Tax Planning Figures and Analysis Preparing Fringe Benefits income tax returns Preparing Financial Statements for
Sole Traders
Partnerships
Trusts
Companies
Self-Managed Superannuation Funds
Preparing Income Tax Returns for:
Sole Traders
Partnerships
Trusts
Companies
Self-Managed Superannuation FundsUse of the following software
QuickBooks
MYOB Accounting
Xero Accounting (70% of Clients are on Xero)
Xero Practice Manager
Microsoft Products
Class Super
BGL
Detailed Technical Knowledge Requirements:
o Non-commercial loss rules
o Division 7A loans
o Individual Tax claims
o Small Business advice – WorkCover, Stamp Duty, Payroll tax, FBT etc
o Non-Small Business advice
o CGT SBE Business Concessions
o Depreciation rules
o CGT Calculation on Sale of Property
o SGC Obligations
o Franking Accounts and the dividend imputation system
o Family Trust Elections
o Completion of Co-invest administration
o Taxable Payments Annual Reports
o Tax minimisation strategies
Progress CA tax consultants provide accounting services, tax agent services, tax consultant services in the Blue Mountains to local small businesses and high net worth families including tax advisory and tax planning and financial analysis of your business. Our goals for our clients at Progress CA is to progress daily with their business and family wealthy in Blue Mountains areas. At Progress CA, Your business success is our must! At Progress CA tax consultants, you are the part of our family. We will guarantee that you and your business are in good hands. You will get better service than our previous services because we are always progressing the same as your business is.