Jonathon Wilkes


Registered Tax Agent

Principal

Jonathon specialises in providing commercial and tax-efficient advice and compliance and has experience servicing some of the wealthiest individuals, families and household-name brands in Australia. Jonathon aims to understand the big picture, simplify accounting and taxes as much as possible, and then take clients on a journey to tax efficiency..
With over 12+ years experience in business services and tax consulting, he is able to draw on a broad range of experiences to provide clear and commercial advice.
Jonathon’s client focus is investors, high-growth businesses and small-cap listed companies.

Experience / Focus Area of Practice

  • Providing post-deal tax advisory and compliance integration services to private equity investee companies
  • Delivery of tax-effect accounting and reporting assistance to a large multinational client and ASX listed financial institution
  • Preparation of export market development grants (EMDG) applications for a high-growth Australian brand
  • providing a full range of tax and accounting compliance services
  • Tax Office dispute resolutions and debt management
  • Managing a client portfolio of ~$1m in fees and mentoring 2 staff

Education & Qualifications

  • Bachelor of Commerce (BCom)
  • Masters of Taxation
  • Registered Tax Agent
  • Member, Institute of Chartered Accountants in Australia

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