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 Qualified 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.
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📌 Registered Tax Agent (Sydney)
🏢 Investment Plus Accounting Group
📍 Sydney