Client Engagement Officer
Australian Taxation Office
Moonee Ponds, VIC
10.2022 - Current
- Knowledge and Experience in Tax and Superannuation Laws:
- Researched, interpreted, and applied superannuation law, policies, and legislation to make informed decisions on SMSF ABN applications
- For example, I successfully processed over 500 SMSF ABN applications, ensuring compliance with current superannuation laws, including resolving complex cases such as first-year non-lodger projects
- Client-Focused Communication:
- Provided clear, empathetic advice to trustees regarding SMSF compliance requirements
- I helped guide a trustee through conducting ID fraud checks and facilitated an audit interview, ensuring compliance and minimizing taxpayer concerns
- Collaboration with Stakeholders:
- Collaborated with internal teams and external stakeholders to educate and resolve issues
- For instance, I built relationships with trustees to overcome barriers, delivering accurate advice through an education program, which improved overall compliance
- Financial Reporting, Tax Structures, and Governance Knowledge:
- Applied knowledge of superannuation and tax structures while reviewing SMSF ABN applications
- I ensured all applications adhered to corporate governance standards and financial reporting guidelines
- Evidence-Based Decision Making:
- Analysed and interpreted legislative changes and made informed decisions based on superannuation law, particularly during a major policy update on SMSF regulations
- This resulted in more accurate applications and better client outcomes
- Mentorship and Knowledge Sharing:
- Entrusted with mentoring junior team members and facilitating their onboarding process
- Additionally, I was given the responsibility of upskilling the team at the Parramatta office in the Education Outstanding Obligation process and providing hands-on training to APS 5 and APS 6 officers in ID fraud procedures to help clear the backlog caused by the shutdown period
- This initiative led to a significant reduction in the backlog and improved the team’s overall efficiency.