At a Glance
- Tasks: Lead and oversee tax-related tasks while ensuring quality management and staff training.
- Company: Kaizen Finance Solutions, a dynamic finance firm in North Sydney.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Join a team that values innovation and continuous improvement.
- Why this job: Make a real difference in clients' financial lives while growing your career.
- Qualifications: Experience in tax matters and strong leadership skills required.
Kaizen Finance Solutions – North Sydney NSW
Direct, Oversee, and Check
Agents must actively direct, oversee, and check the work performed by employees, contractors, or unregistered staff—there does not need to be a formal employer-employee relationship for supervision responsibilities to apply.
Substantial Involvement
Oversight must be "substantial," meaning direct involvement, guidance, and review of tasks rather than casual or occasional checking.
The level of oversight scales with the complexity of the tax matters and the staff member's experience.
Quality Management Systems
Agents must establish and maintain a documented system of quality management that covers governance, leadership, monitoring performance, Code compliance, client engagement, recordkeeping, and staff training.
Training and Competency
Agents must ensure staff possess sufficient knowledge and skills relevant to the services they perform, providing adequate formal and informal training.
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Tax Agent in North Sydney employer: Kaizen Finance Solutions
Kaizen Finance Solutions offers a dynamic work environment that emphasizes active supervision and quality management, ensuring employees are well-trained and knowledgeable in their roles. The company fosters professional growth through ongoing training and development opportunities, making it an attractive employer for those seeking to advance their careers in finance. With a focus on governance and compliance, employees can expect a stable and supportive workplace culture.
