• Prepare and review U.S. federal and state tax returns for individuals (Form 1040). • Prepare and review U.S. federal and state tax returns for businesses, including C-Corporations (Form 1120), S-Corporations (Form 1120-S), and Partnerships (Form 1065). • Prepare tax returns for trusts and estates (Form 1041). • Manage client bookkeeping, clean-up, and adjustments using QuickBooks Online. • Assist in generating financial reports from QBO to support tax preparation. • Maintain accurate, organized client files and documentation. • Communicate effectively with team members to ensure deadlines are met.

• Obtain and maintain a thorough understanding of the financial reporting and general ledger structure • Provide support to ensure an accurate and timely monthly, quarterly, and year-end close • Responsible for supporting the day-to-day operations of the General Ledger including, but not limited to: entering journal entries, posting cash, and account reconciliations • Ensure the timely reporting of all monthly financial information and inter-company reporting/tracking • Assist the Controller with daily banking requirements • Ensure the accurate and timely processing of payables and collection of receivables • Collaborate with others in Finance to support overall department goals and objectives • Responds to inquiries from the VP Finance and Controller regarding financial results, special reporting requests and ad hoc analyses • Assist in development and implementation of new procedures and features to enhance the workflow and internal controls

• Obtain and maintain a thorough understanding of the financial reporting and general ledger structure • Provide support to ensure an accurate and timely monthly, quarterly, and year-end close • Responsible for supporting the day-to-day operations of the General Ledger including, but not limited to: entering journal entries, posting cash, and account reconciliations • Ensure the timely reporting of all monthly financial information and inter-company reporting/tracking • Assist the Controller with daily banking requirements • Ensure the accurate and timely processing of payables and collection of receivables • Collaborate with others in Finance to support overall department goals and objectives • Responds to inquiries from the VP Finance and Controller regarding financial results, special reporting requests and ad hoc analyses • Assist in development and implementation of new procedures and features to enhance the workflow and internal controls

• Responsible primarily for completing the working papers and assisting the onshore team of client’s tax compliance reports. • Preparation and lodgement of individual income tax returns • Preparation and lodgement of business activity statements • Preparation and lodgement of installment activity statements • Preparation and lodgement of fringe benefits tax returns • Bookkeeping in client accounting files including Xero, MYOB and occasionally Quickbooks • Payroll processing in client accounting files including Xero and MYOB • Uploading invoice payments for clients • Processing quarterly superannuation payments • Preparation of monthly management reports (i.e., P&L and balance sheet) for clients from their accounting platforms • Ad hoc tasks • Accounting for Division 7a loans • Tax planning • Trust distribution minutes • Reviewing work prepared by junior accountants including individual tax returns, BAS’s, IAS’s, payroll etc. as needed • Any task deemed necessary by the Account Manager involving client management • Perform training in downtime to improve own skills and share knowledge with team • Preparation of financial statements and income tax returns for businesses operating through companies and trusts, including groups with inter-entity transactions.