• Prepare and file various tax returns (corporate, individual, and sales tax)
• Manage accounts payable and receivable
• Reconcile bank and credit card statements
• Prepare financial statements (income statements, balance sheets, and cash flow statements)
• Assist with budgeting and forecasting
• Utilize accounting software (Xero, QuickBooks) and Microsoft Excel to perform data analysis and financial modeling

CPA Assistant

• Manage accounts receivable, including billing, collections, payments, and reconciliations for a portfolio of properties
• Oversee accounts payable, invoice processing, and check batches
• Prepare and deliver accurate monthly financial reports and variance analysis
• Complete bank reconciliations
• Complete annual CAM reconciliations
• Process owner distributions and ensure timely, accurate reporting to ownership groups.
• Participate in budgeting and forecasting using Yardi Forecast Manager
• Activate leases and ensure recovery setups align with lease terms
• Support onboarding of new properties and financial processes
• Mentor junior accountants and collaborate across teams

Property CPA

• Help, manage and oversee full-cycle accounting operations, including general ledger, financial statements, and month/year-end close.
• Lead the preparation and review of tax returns (individual, corporate, partnership) ensuring accuracy and compliance with relevant laws.
• Provide strategic financial advice to stakeholders and clients based on thorough analysis and reporting.
• Conduct financial audits, risk assessments, and internal controls evaluations.
• Supervise and mentor junior accountants and staff, providing guidance, training, and performance feedback.

Senior CPA

• Maintain personal books, reconciliations, and financial records across multiple accounts, including international holdings
• Track and administer investment holdings, income streams, and personal expenses with accuracy and consistency
• Manage personal tax administration, trust distributions, and entity-level record keeping in line with Australian obligations
• Coordinate with the principal’s Australian accountant, lawyers, and other advisors as the central financial liaison
• Handle confidential correspondence and ensure administrative follow-through on every delegated matter
• Prepare clean, decision-ready financial summaries and briefing materials for the principal on request
• Manage document storage, filing, and compliance-deadline tracking across all personal accounts and entities
• Run end-to-end bookkeeping across a small portfolio of businesses, including a supplement company and a coffee roaster
• Maintain accurate, up-to-date Profit & Loss statements, balance sheets, and cash flow reports for each entity
• Manage accounts payable and receivable across all businesses in the portfolio
• Process payroll or liaise with the payroll provider as required for each entity
• Prepare BAS submissions and GST reconciliations, and coordinate with Australian tax advisors on compliance
• Track inventory, COGS, and margin performance for the product-based businesses and flag anomalies proactively
• Deliver a clean, actionable monthly reporting package for each business, written for a founder-level audience
• Serve as the single point of contact across all entities — the principal should never have to chase for an update
• Proactively flag cash flow issues, deadline risks, discrepancies, and anomalies before they become problems
• Keep every entity audit-ready and organised at all times, not just at year-end
• Coordinate between external advisors so all parties have what they need, when they need it
• Take full ownership of delegated administrative tasks and follow through completely without prompting

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Senior CPA, AU Client