Job Description
The leads are already flowing. We need the tax agent.
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Most accountants spend years building a client base. Ours is queuing up.
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The True Wealth business group generates hundreds of leads every week through its marketing engine — everyday Australians who need this year's return done, overdue lodgements sorted, and someone reliable in their corner. What we don't have is the right accountant to turn them into clients.
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We're looking for a registered tax agent to take accountability for a standalone accounting function within our established business group. You'll hold the practice's tax agent registration, own the tax return engine end to end, and run it with genuine autonomy — with the leads, systems, and support of the wider business behind you.
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What makes this role different
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The pipeline is real. Plenty of leads a week, already generated and already warm. Your job is converting and serving them well — not hunting for work.
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Accountability without the blank page. This is a standalone role with real autonomy — you're the registered agent, and how the work runs is up to you. But you're stepping into an established group with leads, infrastructure, and a director backing you, not starting a business from scratch.
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A transparent roadmap. Start by converting the lead flow into a profitable tax return practice. Then take on SMSF administration for our existing SMSF clients, extend tax services to True Wealth's advice clients, and help build a specialised, systemised SMSF accounting offering over time.
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Variety that keeps you sharp. Individual returns at volume, plus companies, trusts, partnerships, SMSF work, BAS/IAS, and bookkeeping — no two days the same.
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What you'll be doing
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Converting inbound tax return leads into clients — prompt follow-up, document and receipt collection, and onboarding.
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Preparing and lodging individual income tax returns at volume, including overdue and catch-up returns.
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Preparing returns and financial statements for companies, trusts, and partnerships.
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Assisting with BAS and IAS preparation and lodgement, and liaising with the ATO where required.
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Providing SMSF administration, financial statements, tax returns, and audit coordination for our existing SMSF clients.
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Providing bookkeeping support for clients and across the broader business group.
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Building the systems, workflows, and quality standards for the practice as its responsible registered agent.
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What you'll bring
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Registration as a tax agent with the Tax Practitioners Board — or confirmed eligibility, with registration in place before you start.
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Experience preparing and lodging Australian individual income tax returns, ideally at volume in a tax or public practice environment.
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Experience with compliance work across a range of entity types.
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Strong phone confidence — you can engage a stranger, win their trust, and bring them on board as a client.
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Strong organisational skills, attention to detail, and the ability to carry professional responsibility independently.
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A commercial, practical mindset and the drive to make a high-volume practice run smoothly.
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Bonus points for overdue/catch-up return experience, SMSF administration and audit coordination, bookkeeping experience, and familiarity with public practice tax software.
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Why True Wealth
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We're a values-driven business group — integrity, expertise, professionalism, responsiveness, transparency, and innovation — with a marketing engine that delivers, an established advice client base, and a leadership team investing seriously in this function. You get the upside of ownership-level accountability without the risk of going out on your own.
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Applicants must have the right to work in Australia.
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📌 Accountant (Gold Coast)
🏢 True Wealth
📍 Gold Coast