Western Australia, Australia
Tax Specialist in the Tax Avoidance Taskforce - Private Wealth which involves ensuring Australia's wealthiest individuals and their private businesses pay the right amount of tax in Australia. Involved in the Top 500 program which applies to high wealth groups that comprise of Australian residents who together with their associates control over $500 million in net assets or over $250 million in turnover. Involved in Next 5,000 program and large Commercial Deal reviews. General tasks: > Tailored one-to-one engagements with the private wealth population aiming to increase willing participation in the tax and superannuation system. > Undertake and manage reviews of complex business and investment structures involving consequential commercial transactions. > Conduct investigations, undertake specialist or technical research and analysis activities. > Interpret and apply law to facts and circumstances on a range of complex matters. > Liaise and provide advice and support to a range of clients and stakeholders on technical issues.
As part of my role as an Operations Manager it encompassed both the roles of the day-to-day management of my team and ensuring the company's operations are running smoothy. General Tasks: - Liaising with the Directors to manage workflow and priorities for Staff Members - Meeting with potential new Financial Advisers and Accountants to demonstrate the services and software IDS Super offers, including detailed training and demonstrations of IDS Software package - Maintaining relationships with Financial Advisers - Provision of general taxation advice regarding SMSF queries from clients - Communicating priorities and workflow to Staff Members - Understanding and implementing complex ASX Corporate Actions to the system - Managing lodgements and ensuring deadlines are meet for over 300 Self-Managed Superannuation Funds, including both Taxation obligations and ASIC Requirements - Liaising with Software Developers in China regarding development of IDS Super software, including detailed ‘bug’ report writing - Preparation and lodgement of Financial Accounts and SMSF Annual Tax Returns - Liaising with Auditors regarding queries and finalisation of client SMSF reports and returns - Preparation and lodgement of Quarterly Business Activity Statements - Communication with the ATO - Use of Tax Agent license to lodge all returns for IDS Super - Training new staff members - Running and administration of email customer support program of IDS Super that is utilised by clients
Preparation of annual financial accounts and tax returns for SMSF clients using SimpleFund software Preparation of quarterly Business Activity Statements Provision of general taxation and estate planning advice regarding SMSF Preparation of pension implementation and commutation meeting minutes and letters Achieving monthly KPI’s as set by management Managing individual workflow Liaising with Auditors regarding queries and finalisation of client SMSF reports and returns Liaising with the Australian Taxation Office, ASIC and other external organisations to solve queries
- Managing client’s corporate affairs including; appointment of Directors, allotment of shares, cancellation of shares, address changes and so on using the Corporate Affairs System (CAS) Database - Creating dividend statements for companies - Liaising with clients - Monthly workflow meetings with Directors - Preparation of companies ASIC annual review statements