Job Description

Investment Plus Accounting Group – Bankstown NSW

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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 solid focus on accuracy, deadlines, and client communication.

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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.

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Key Responsibilities

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- Prepare and lodge individual, sole trader, partnership, trust, and company tax returns
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- Manage BAS/IAS preparation and lodgement for self‐employed and small business clients
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- Maintain client records and workflows within MYOB Accountants Office
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- Liaise directly with clients to gather information, explain obligations, and resolve queries
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- Review financial statements and working papers prior to lodgement
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- Identify tax planning opportunities and deduction eligibility for self‐employed clients
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- Ensure compliance with ATO requirements and TPB Code of Professional Conduct
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- Liaise with the ATO on client matters as required (payment plans, audits, queries)
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- Support senior accountants/partners with more complex advisory matters as needed
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About You

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- Registered Tax Agent (TPB) — current and in good standing
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- Demonstrated proficiency in MYOB Accountants Office (essential)
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- Solid experience preparing returns for self‐employed / sole trader clients
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- Solid understanding of GST, BAS, PAYG, and small business tax concessions
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- CA/CPA qualified or working towards (highly regarded, not essential)
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- Excellent attention to detail and time management across a busy client portfolio
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- Clear, confident communicator — comfortable explaining tax matters to non‐technical clients
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- Experience with trust structures and small business CGT concessions is a plus
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What We Offer

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- Competitive salary based on experience
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- Flexible working arrangements [hybrid/remote/in‐office — adjust as needed]
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- Ongoing professional development and CPD support
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- Supportive, collaborative team environment
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- Established client base — no cold client acquisition required
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Applications close [date].

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[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 (New South Wales)
🏢 Investment Plus Accounting Group
📍 New South Wales