Tax Administration Assistant

Assist with administration duties for our tax clients. Duties include:

- Using ATOMate to automate the correspondences received from the ATO for our clients.
- Prepare information requests for tax clients based on last years’ return and information provided by the client last year. Includes review of AdviserLogic and FYI Docs for any larger events which may have occurred and will impact the tax return preparation (i.e. new investment property, refinance of loans etc).
- Prepare the letter of engagement, using the templates on FYI Docs, from information provided by manager/director.
- Attend to ASIC company secretarial work, including annual company statements, change to company details, new formations and wind ups.
- Saving documents signed electronically to FYI and ADL.