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 strong 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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Strong 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, team-oriented 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