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J0010 : Executive / Sr. Executive / TL / Asst / Manager / - Australia
Reviewer
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J0009 : Canada - Reviewer
•Provides financial information to management by researching and analyzing accounting data; preparing reports.
•Prepare Tax returns for the various types of Entities.
•Prepare Projections for the client to be submitted to various types of Lender
•Review the accounting work completed by the team/client and finalise the books
•Prepare NTR/Review Engagemetns
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J0006 : Mortgage Executive
Determines whether clients are eligible for mortgage loans.
Reviews clients’ financial information to decide the amount they can borrow.
Files mortgage loan applications and keeps detailed client records.
Manages the contract and closing process.
Builds strong working relations with clients.
Advises clients on mortgage loan options and refinancing.
Follows all national, state, and local financial rules and regulations.
Maintains client confidentiality.
Uses common mortgage loan software.
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J0005 : Paraplanning Australia
Preparing Statement of Advice/ Record of Advice – This requires completion of SoAs as per licensee compliance and clients' requirements.
This will include Projections and Cost Comparisons etc Administration Work - Conducting Super & Insurance Research, Updating data in software.
Preparing Annual Review Pack, Fee Disclosure Statements, Filling Forms for Implementation Process etc.
Financial Planners and enabling them to focus on and build relationships with clients.
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J0004 : Sr Accounts Executive - Australia
Preparation, review and analysis of financial statements and taxation summaries
Financial statements and income tax returns primarily for SMSF’s but also for companies, trusts, partnerships and individuals
Consider and implement taxation planning for tax minimisation
Preparation of BAS, IAS and TBAR returns
Liaise with clients and advise on technical matters as they arise
Build and maintain client relationships over time
Work with a small team of accountants and manage workflow
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J0001 : Accounts Executive - Australia
Finalisation of Year End Accounting
Preparation and Review of Tax Returns (Companies, Trust, Partnerships and Individuals)
Maintenance of Depreciation Schedules & Asset Registers
Team lead and management - Client Communication.
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