Jyothi Madhavan

Experience

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  H&R Block

  Feb 2014 - Apr 2018

  Tax Consultant

  Preparing BAS, individual and Partnership returns (Specialising in ESS, Non resident CGT, Investment income and Sole trader/Personal service income). Liaising with the ATO and other regulatory bodies as required. Assist clients while being audited by working with the ATO to resolve it. Lodging objection. Engaging regularly with clients to maintain strong relationships.

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  CST Tax Advisors

  May 2018 - Sept 2023

  Client Services Supervisor

  To ensure clients' entities comply with its statutory obligations, necessary registers are established and properly maintained there by ensuring requirements of ASIC. Company and Trust registration, set up documents essential for legal compliance and good governance. ASIC Annual review. Assist directors with various ASIC, ATO matters, new client onboarding and entity establishment. ATO lodgement program. Client work flow.

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  BridgePoint Group

  Jan 2024 - Jun 2024

  Client Services Manager

  -Entity formations & tax registrations including overseeing the set up of new entities, ABN, TFN & GST Registration. Organising stamping of trust deeds. -Managing Client work flow. -ATO Management including preparation of lodgment reports on Agent assessed and ATO assessed deferrals, coordinate tax lodgments through Xero Tax.- Corporate Secretarial work including managing the ASIC compliance program for clients, maintaining member register for clients, preparation of various ASIC forms in relation to share issue and restructures, appointment and resignation of directors and correction of previously lodged Forms etc. Ensuring entity is compliant with ASIC requrements. -Client relationship management including coordinating the onboarding and offboarding process for clients, Client support on ASIC, ATO and billing matters, managing our client database.-Debtor Management including preparation of weekly debtor reports, managing the process of monthly billing of invoices-Various Internal reports including Staff productivity report, Xero lodgment report, docusign report etc Show less

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  Modoras Financial Performance Solutions

  Jul 2024 - now

  Client Service Supervisor

  Client & Compliance Management:• Collaborate with ASIC for registrations, transfers, changes, and company statements.• Engage with ATO for lodgement deferrals, payment plans, GIC remissions / Engage with client identity support centre ATO on complex matters• Oversee ASIC annual statements, company searches, and address changes. Preparation of various ASIC forms in relation to share issue and restructures, appointment and resignation of directors and correction of previously lodged Forms etc. Ensuring entity is compliant with ASIC requrements. • Apply for ASIC reinstatement of companies and handle cancellations/deregistrations.Company/Trust Setup: • Create new entities and process all ASIC lodgements.• Establishing discretionay and unit trustsWorkflow & Team Support:• Assist Partners with various tasks and direct workflow management for a remote team.• Facilitate new client setup across platforms (XPM, FYI, Ignition, ACIS, ATO, ASIC (BGL CAS)• Oversee the application processes for ABN, TFN, GST, and PAYG.• Maintain and optimize workflows and ensure the team is aligned with targets.Miscellaneous Tasks:• Assist with super guarantee forms, binding death benefit nomination forms, Division 7A loans and other documentation.• Register business names and handle renewals.• Developing and executing a strategy for the overall management and streamlining of corporate services / Identifying opportunities to improve and streamline processes including through better use of technology• Managing client onboarding including Tax Agent nomination assistance Show less