Homemax Accounting Services Pty Ltd – Southport QLD
Prepare individual, sole trader, partnership, company and trust income tax returns
Prepare tax workpapers, reconcile ATO pre-fill and Income Statement data
Apply CGT, rental property, Division 7A and trust distribution rules correctly
Calculate tax estimates and PAYG instalment variations for clients
Identify tax planning opportunities and flag them to the senior accountant
Tax compliance (approx. 45%)
- Prepare individual, sole trader, partnership, company and trust income tax returns
- Prepare tax workpapers, reconcile ATO pre-fill and Income Statement data
- Apply CGT, rental property, Division 7A and trust distribution rules correctly
- Calculate tax estimates and PAYG instalment variations for clients
- Identify tax planning opportunities and flag them to the senior accountant
BAS and GST (approx. 20%)
- Prepare and lodge monthly and quarterly BAS and IAS within ATO deadlines
- Reconcile GST, PAYG withholding and fuel tax credits against client ledgers
- Prepare TPAR lodgements for applicable clients
Financial statements (approx. 15%)
- Prepare special purpose financial statements for companies and trusts
- Process year-end journals, depreciation schedules and balance sheet reconciliations
- Review client bookkeeping in Xero/MYOB and correct coding errors
Payroll, super and employer obligations (approx. 5%)
- Support STP finalisation, payroll tax and WorkCover declarations
- Check superannuation guarantee compliance and prepare SGC statements where needed
ATO, ASIC and regulatory (approx. 5%)
- Respond to ATO correspondence, reviews and debt matters, including GIC remission requests
- Deal with all matters related to ATO portal or lodgement matters.
- Maintain ASIC company registers, annual reviews and change notifications
Client service (approx. 10%)
- Manage a client portfolio and act as the main day-to-day contact
- Run client meetings to collect information and explain outcomes
- Communicate clearly in English and, where possible, Mandarin
- Meet agreed turnaround times and keep clients updated on progress
Practice administration
- Record all client activity, notes and documents in Zoho CRM
- Record time accurately and support billing
- Follow firm procedures, engagement letters, AML/CTF and Tax Practitioners Board requirements
- Support junior staff and take part in team training