Outsourced Staff

• Call leads daily using Close.io dialer (or similar calling software) • Engage prospects in a polite, friendly, respectful, and welcoming manner. • Clearly introduce MacroActive and guide conversations naturally and confidently. • Identify prospects who are open to discussing their business goals and online growth opportunities. • Use Gong (or similar call-recording software) for call recording, coaching, and performance tracking. • Secure 45-minute appointments for the sales team. • Match each prospect with an available Sales Team calendar slot. • Confirm appointments and ensure prospects know who they’ll be speaking with and why. • Send reminders and follow-up messages on the day of the call. • Follow up with engaged but unbooked prospects. Conduct outbound calls to re-engage warm leads from the 40,000-contact database and secure appointments. • Maintain accurate daily records and call disposition tracking.

• Prepare Estimates & Tenders - Develop accurate cost estimates, tender submissions and pricing based on specifications, drawings and client requirements. • Build Bills of Materials & Pricing - Create detailed BoMs, source supplier pricing and estimate labour to ensure accurate and competitive project costing. • Support Design & Quotations - Assist with system design, equipment selection and translating client scope into clear, compliant and complete quotations. • Manage Quoting Across Projects - Prepare quotes for tenders, D&C projects, minor works and ad hoc requests while managing multiple deadlines. • Collaborate with Stakeholders - Work closely with Sales, Design, Project Delivery, suppliers and clients to gather information and ensure alignment. • Maintain Processes & Documentation - Follow tender processes, manage RFIs and documentation, update systems (e.g. ConnectWise) and contribute to improving workflows.

• Perform end-to-end audit engagements in accordance with Australian Auditing Standards (ASA). • Prepare audit planning documentation, including risk assessments, materiality calculations, and audit programs. • Conduct substantive testing, analytical procedures, and internal control testing. • Identify and assess audit issues and their impact on financial statements. • Prepare audit working papers and supporting documentation. • Complete audit completion procedures, including subsequent events reviews and going concern assessments. • Draft management letters and communicate audit findings to engagement teams. • Prepare audit clearance files for manager and partner review. • Prepare general purpose financial statements in accordance with Australian Accounting Standards (AASB). • Prepare consolidated financial statements where applicable. • Draft accounting policies, disclosures, notes to the financial statements, and supporting schedules. • Prepare cash flow statements and financial statement reconciliations. • Ensure compliance with Australian financial reporting and disclosure requirements. • Research and document technical accounting treatments. • Apply AASB and ASA requirements across audit and financial reporting engagements. • Research and interpret complex accounting and auditing matters. • Assess disclosure requirements and ensure compliance with applicable standards. • Maintain current knowledge of Australian accounting, auditing, and regulatory developments. • Exercise professional judgment in accordance with ethical and professional standards. • Communicate professionally with Australian managers, partners, and client finance teams. • Manage multiple audit and reporting engagements simultaneously. • Review work completed by junior team members where required. • Escalate technical issues and engagement risks appropriately. • Contribute to audit quality improvements and process efficiencies.

• Prepare income tax returns for individuals, trusts, companies, partnerships, and family group structures. • Prepare annual trust distribution minutes and resolutions. • Assist with Div 7A loan calculations, agreements, and compliance requirements. • Prepare BAS, IAS, and GST workpapers. • Support FBT return preparation and compliance reporting. • Assist with STP reconciliations, PAYG withholding, and payroll-related tax compliance. • Prepare payroll tax and land tax compliance workpapers where required. • Support ASIC annual review requirements and company register maintenance. • Prepare tax planning workpapers and year-end planning schedules. • Assist with trust distribution modelling and income allocation analysis. • Support CGT calculations, cost base adjustments, and concession assessments. • Prepare workpapers relating to small business concessions and restructuring transactions. • Identify potential tax risks and technical issues for review by senior accountants. • Assist with Div 7A, UPE, and trust compliance reviews. • Work closely with Australian accountants, managers, and advisors to deliver client outcomes. • Prepare clear, accurate, and well-documented workpapers. • Communicate proactively regarding missing information, queries, and technical matters. • Participate in workflow planning and team collaboration activities. • Review and support work completed by junior team members where required. • Maintain accurate job tracking and workflow records. • Work within practice management systems and tax lodgement platforms. • Ensure compliance with internal quality control procedures and documentation standards. • Contribute to process improvements and knowledge-sharing initiatives.

• Tax Compliance — Family Group Structures • Preparation of income tax returns across all entity types within family group structures, including individuals, discretionary trusts, unit trusts, companies, and partnerships under the ITAA 1997 and ITAA 1936 • Preparation of annual trust distribution minutes and resolutions prior to 30 June, with consideration of Section 100A risk, trust streaming rules, and Div 7A implications • Div 7A loan agreement preparation, minimum yearly repayment (MYR) calculations, and Reviewing and providing feedback on work prepared by junior outsource team members across family group compliance files • Maintaining current knowledge of ATO rulings, Tax Determinations, Law Companion Rulings (LCRs), and legislative changes relevant to family group and SME clients • Contributing to internal outsource team checklists, precedent workpapers, and quality control proceduresWorking within structured workflows and turnaround timeframes set by onshore practice clients, ensuring deliverables are completed accurately and on schedule • Communicating proactively with onshore accountants and client managers regarding missing information, queries, or technical issues identified during file preparation • Preparing clear and well-documented workpapers that enable efficient onshore review, sign-off, and lodgement • Participating in onshore team video calls, briefings, and workflow planning sessions as required • Adhering to data security protocols and confidentiality obligations applicable to outsourced client information • Maintaining accurate time records and job tracking within practice management systems (e.g. CCH iFirm, Karbon, or Xero Practice Manager)

• Support the broker with end-to-end loan processing for residential and commercial mortgages. • Manage the loan pipeline from initial application through to settlement. • Liaise directly with clients to collect required documentation and provide updates. • Communicate with lenders, solicitors, and other third parties to ensure smooth processing. • Maintain accurate records in CRM systems, including MyCrm, Infinity, Mercury or Similar • Experience with Apply Online • Experience with Trello or similar project management tools • Assist in workflow management and task tracking. • Contribute to process improvements and help establish best practices as the team grows. • Train and mentor future loan processing staff members as the business expands.

• Policy Analysis: Thoroughly understand and stay updated on various lenders' policies and criteria to accurately assess loan applications. • Pricing Requests: Conduct pricing requests and comparisons to ensure clients receive competitive loan offers. • Borrowing Power Assessment: Evaluate clients' financial situations to determine their borrowing capacity and provide detailed borrowing power assessments. • Scenario Discussions: Engage in discussions with lender BDMs to present and discuss various loan scenarios, seeking the best outcomes for clients. • Document Verification: Verify all relevant documents provided by clients, including identification, payslips, and bank statements. • Income Determination: Assess clients' income based on payslips and tax returns to ensure accurate loan assessments. • Application Lodgement: Prepare and lodge loan applications with lenders, ensuring all necessary information and documentation is included. • Client Interaction: Communicate with mortgage brokers and clients to gather necessary financial information and clarify any discrepancies. • Facilitating the loan process up to settlement, including communication with solicitors, lenders, clients, and other related parties • Post-settlement tasks such as pricing and rate reviews • Handling complex and/or urgent requests • Admin tasks like email monitoring, chasing lenders for updates on applications and communicating with various lenders

• Coordinate end-to-end onboarding and offboarding processes. • Prepare and distribute employment contracts, policies, handbooks, and onboarding documentation. • Set up employee profiles across HR, payroll, and operational systems. • Ensure all onboarding requirements are completed prior to employee commencement. • Manage employee exits, system deactivations, and record retention processes. • Collect, verify, and maintain employee compliance documentation. • Monitor compliance expiry dates and proactively follow up on renewals. • Maintain compliance trackers and ensure records remain current. • Escalate outstanding compliance issues when required. • Maintain employee records across HRIS, payroll, and document management systems. • Update employee details including pay rates, employment status, leave entitlements, and contractual changes. • Ensure data accuracy across all systems and platforms. • Generate reports and maintain HR administration records. • Support payroll onboarding and employee setup processes. • Coordinate employment contract amendments and employment status changes. • Assist with leave, entitlement, and employment record administration. • Liaise with payroll and finance teams to ensure accurate employee information. • Maintain digital employee files and HR documentation. • Upload and organise contracts, certifications, policies, and employment records. • Ensure documentation is stored securely and complies with company requirements. • Respond to employee queries relating to onboarding, compliance, and HR administration. • Coordinate training assignments and monitor completion requirements. • Support managers with HR administration and employee record requests. • Follow up proactively on outstanding documentation and approvals.

• Serve as the senior escalation point for all L1 and L2 engineers • Design, deploy, and administer on-premises and hybrid server environments — Windows Server 2016 through 2025, HyperV. • Lead Microsoft 365 migrations end-to-end — mail, data, identity, and licensing — from scoping through cutover • Migrate file servers to SharePoint and OneDrive, including permissions structure design and configuration • Design and deploy Microsoft Azure environments — Entra ID, Intune, Defender • Configure and troubleshoot complex switching environments — VLANs, inter-VLAN routing, trunk and access ports • Build and manage Fortinet and Unifi firewall policies, VPN tunnels, NAT rules, and security profiles from scratch • Own patch management and vulnerability review — assess weekly updates, lead emergency change processes through CAB when needed • Maintain and enforce security standards — firewall rule audits, VLAN segmentation, endpoint security, backup systems • Communicate directly with Australian clients in clear, professional English — own technical updates and expectation management throughout project delivery • Maintain thorough documentation in the team knowledge base — if you fix it, you document it

• Design and build visually engaging EDMs using Klaviyo. • Create campaign graphics, promotional banners, and email assets. • Ensure emails are mobile-responsive and aligned with brand guidelines. • Assist with campaign scheduling, testing, and optimisation. • Create website banners, promotional graphics, and digital assets. • Design creative materials for product launches, promotions, and seasonal campaigns. • Ensure consistency across all digital touchpoints. • Assist with creating graphics and content for social media platforms. • Design engaging visual assets for Facebook, Instagram, and other marketing channels. • Support campaign rollouts across multiple platforms. • Maintain consistency with brand guidelines and visual identity. • Collaborate with internal stakeholders on marketing campaigns and promotions. • Manage multiple design projects and deadlines effectively.