Natalia Pitt

· Prepare, review, and lodge company, trust, partnership, and individual tax returns, BAS, and IAS with strict compliance to ATO regulations.

· Prepare and review year-end financial statements, ensuring accuracy and adherence to accounting standards.

· Lead technical review and quality assurance of complex tax returns and financial reports prepared by tax accountants.

· Manage payroll tax obligations across multiple states, ensuring timely reporting and compliance.

· Advise on Division 7A compliance, preparing calculations and documentation to mitigate shareholder loan risks.

· Review and prepare Fringe Benefits Tax (FBT) returns, ensuring accurate reporting and minimisation of liabilities.

· Provide expert tax advice and tailored strategies, resulting in measurable client tax savings and improved financial planning outcomes.

· Conduct in-depth research into complex tax issues to prepare accurate submissions and reduce client exposure risks.

· Communicate effectively with clients, explaining complex tax issues, providing strategic advice, and resolving queries to ensure satisfaction and compliance.

· Mentor, train, and supervise junior and offshore accountants, strengthening technical expertise and improving review accuracy by 30%+.

· Liaise directly with the ATO to resolve compliance issues, negotiate outcomes, and support clients during audits and inquiries.

· Evaluate potential tax credit opportunities and incentives, maximising client savings through strategic applications.

· Recommend financial solutions with consideration of taxation impacts and long-term compliance obligations.

· Stay current on legislative and regulatory changes, ensuring all lodgements and reports remain compliant with ATO requirements.

· Successfully manage multiple priorities autonomously in a 100% remote setting, delivering consistent, high-quality results.

• Prepared, reviewed, and lodged individual and sole trader tax returns with strict adherence to ATO regulations.
• Conducted reviews to ensure accuracy of client financial data and compliance with tax legislation.
• Communicated directly with clients to explain tax obligations, provide strategic advice, and resolve queries efficiently.
• Provided clients with tax planning strategies to optimise refunds and minimise liabilities.
• Conducted research into tax issues affecting individual and small business clients to prepare accurate submissions and reduce exposure risks.
• Provided guidance on Fringe Benefits Tax (FBT) implications and basic Division 7A matters.
• Evaluated client eligibility for tax offsets and credits to maximise savings opportunities.
• Trained and mentored junior staff on tax return preparation, client communication, and compliance processes.
• Utilised accounting software to streamline tax preparation, reporting, and client correspondence.
• Maintained up-to-date records and documentation in compliance with internal and regulatory requirements.
• Managed multiple client engagements simultaneously, ensuring timely lodgements and high-quality outcomes.

• Managed full-cycle accounting independently for the company, including accounts payable, accounts receivable, and general ledger maintenance.
• Prepared and reviewed monthly, quarterly, and year-end financial statements, ensuring compliance with accounting standards.
• Prepared and lodged BAS, IAS, Payroll tax and other statutory reports, ensuring timely and accurate submission.
• Processed and reconciled payroll, ensuring accurate employee payments and compliance with relevant legislation.
• Conducted internal reporting, budgeting, and variance analysis to support management decision-making.
• Maintained all accounting records and documentation to facilitate audits and ensure compliance.
• Implemented process improvements to streamline internal accounting workflows and enhance operational efficiency.