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 chance employer. All applicants will be treated with respect and confidentiality throughout the recruitment process.

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📌 Registered tax agent (Bankstown)
🏢 Investment Plus Accounting Group
📍 Bankstown