Investment Plus Accounting Group – Bankstown NSW
We're looking for a registered Tax Agent to join our team, working closely with a portfolio of self-employed clients — sole traders, contractors, and small business owners across a range of industries. You'll be responsible for end-to-end tax compliance and advisory work, with a strong focus on accuracy, deadlines, and client communication.
This role requires hands‐on proficiency in MYOB Accountants Office (AO) and confidence handling the complexities that come with self‐employed income — variable earnings, deductions, GST/BAS obligations, and structuring considerations.
Key Responsibilities
- Prepare and lodge individual, sole trader, partnership, trust, and company tax returns
- Manage BAS/IAS preparation and lodgement for self‐employed and small business clients
- Maintain client records and workflows within MYOB Accountants Office
- Liaise directly with clients to gather information, explain obligations, and resolve queries
- Review financial statements and working papers prior to lodgement
- Identify tax planning opportunities and deduction eligibility for self‐employed clients
- Ensure compliance with ATO requirements and TPB Code of Professional Conduct
- Liaise with the ATO on client matters as required (payment plans, audits, queries)
- Support senior accountants/partners with more complex advisory matters as needed
About You
- Registered Tax Agent (TPB) — current and in good standing
- Demonstrated proficiency in MYOB Accountants Office (essential)
- Solid experience preparing returns for self‐employed / sole trader clients
- Strong understanding of GST, BAS, PAYG, and small business tax concessions
- CA/CPA qualified or working towards (highly regarded, not essential)
- Excellent attention to detail and time management across a busy client portfolio
- Clear, confident communicator — comfortable explaining tax matters to non‐technical clients
- Experience with trust structures and small business CGT concessions is a plus
What We Offer
- Competitive salary based on experience
- Flexible working arrangements [hybrid/remote/in‐office — adjust as needed]
- Ongoing professional development and CPD support
- Supportive, collaborative team environment
- Established client base — no cold client acquisition required
Applications close [date].
[Company Name] is an equal opportunity employer. All applicants will be treated with respect and confidentiality throughout the recruitment process.
Contact Details:
Investment Plus Accounting Group Recruitment Team
