Megan Kelly

• Initial contact for all external customers, providing thorough and effective communication via telephone and email
• Data entry for all Notice of Assessments, deducing any issues or reason for discrepancy between tax agent record and ATO record
• Liaise with bank contacts on behalf of client, providing details and records as required
• Handle Trust Account and ensure compliancy with legislation
• Set-up and liaise with new individual clients within the Practice Manager System
• Set-up and liaise with new business clients, assisting with the client linking process introduced by the ATO and:

- Organise payment plans for pre or post payment

- Liaised with the ATO to address client matters and resolve staff queries

• Prepare and finalise ethical procedure including letters and client authority sent to tax agents to ensure compliance.
• Liaise with executive to coordinate audit insurance for clients.
• Support Executive team and discover, create and implement process improvements within the organisation
• Handle petty cash and general office purchasing
• Pull client files, set-up jobs in Xero, and download relevant reports for appointments
• Liaise with staff to organise and send out Trust Distribution Resolutions
• Provide technological support to clients and staff. Liaise with third party IT provider as required

• Operate farm equipment such as tractors and forklifts with extreme care and precision.
• Perform regular maintenance to keep farm equipment in safe working condition
• Supervised work activities of farm laborers and provided instruction and guidance.

• 4+ years customer service
• Taking bookings for functions and storing through diary kept records
• Resolved customer complaints in person and via phone call
• Worked and operated according to set procedures and upheld obligations
• Monetary and funds handling
• Worked flexible hours; night, weekend, and holiday shifts.
• Supervision of kitchen and waiting staff
• Began work at entry level, which progressed to kitchen supervising, and management of the business for short periods of time whilst bosses travelled overseas
• Communications with external providers (surrounding businesses and stock supply companies)
• Stock management and ordering
• Arrangement of displays and advertising
• Worked within a tight-knit group to develop and implement business focused strategies
• Maintained energy and enthusiasm in a fast-paced environment.
• Opened and closed the store, ensuring set procedures are followed
• Food preparation and organisation

• Work at Cinema during busy periods as it operates alongside Char-Belas
• Maintained lobby and theatre cleanliness using various sanitation practices
• Customer service, including answering phone calls, selling tickets, selling food at the candy bar and answering general enquiries
• Managing computer based programs to run movies and hold ticket records
• Effectively dealing with technical issues in a calm manner
• Opened store and followed procedures, in order for movies to run efficiently for remainder of the day