Tk Bookkeepers

Director

TK Bookkeepers • Autônomo

Jul 2025 - Present • 1 yr 2 mos

Prepare and lodge income tax returns for individuals and business entities. Prepare and lodge SMSF annual returns and associated compliance documentation. Prepare, review and lodge Business Activity Statements (BAS) and Instalment Activity Statements (IAS). Prepare and review financial statements for companies, trusts, partnerships and sole traders. Perform bookkeeping, bank reconciliations, payroll, STP and superannuation compliance. Provide taxation and accounting advice and liaise with the ATO on behalf of clients. Manage client relationships, workflow, deadlines and overall practice operations.

Tax Consultant

Accountant Brisbane • Período integral

Mar 2023 - Jun 2025 • 2 yrs 3 mos

Prepare and review financial statements and tax returns for individuals, companies, trusts, partnerships and SMSFs. Prepare and review BAS, IAS, FBT and other compliance obligations. Manage a portfolio of clients and provide taxation, accounting and business advice. Perform tax planning, CGT, Div 7A, GST, payroll and superannuation calculations. Liaise with the ATO and clients regarding tax, compliance and payment matters. Review reconciliations, bookkeeping and accounting records and resolve discrepancies. Review work prepared by junior accountants and provide technical guidance and mentoring. Manage jobs, budgets, WIP, deadlines and statutory lodgement requirements. Use accounting and practice software including Xero, MYOB, QuickBooks, XPM, Class and FYI.

Tax Associate

Maxtax • Período integral

Jul 2020 - Feb 2023 • 2 yrs 7 mos

• Liaising with clients, and external revenue authorities including ATO to ensure clients tax affairs are proactively dealt with. • Annual Tax Compliance - Assist with accurate and timely preparation of tax returns for individuals, trusts, companies and SMSF and Financial Statements • Preparation of IAS/BAS, advice on GST and Income Tax compliance matters • Build relationships with clients to ensure our suite of services are actively utilized by our clients. Tax work is the platform for discussion for clients reaching their broader financial outcomes. • Engaging with clients and prospects to provide strategic taxation advice to avoid Tax payable. • Administration of Client appointment, Calls and fees control.