- Build AI agents with the Product and Engineering team
- Review self-improving agent edits for technical correctness and best practice
- Audit agent-produced workpapers against source materials and determine whether they are review-ready
- Diagnose whether errors arise from incorrect instructions, source data or unresolved judgement calls
- Test current capabilities against messy, unusual and incomplete client situations
- Prepare and review tax returns, BAS, working papers and financial statements for Visory's customers
- Serve as Visory's registered tax agent and take professional responsibility for client work sign-off and lodgement
- Own the quality-assurance and sign-off framework for agent-produced work
- Ensure work meets Australian professional and regulatory standards, ATO requirements, professional obligations and applicable accounting standards
- Act as the company authority on Australian tax and compliance
- Track legislative, ATO and accounting-standard changes and update agent rules and product behaviour
- Help shape product workflows around accounting-firm ledgers, workpapers, review processes and lodgement cycles
- Represent the practitioner perspective in discussions with accounting-firm customers
- Work directly with founders and the Product and Engineering team
- Shape quality standards, professional processes and the future accounting team

Requirements

- CA or CPA qualified (essential)
- Registered tax agent with the Tax Practitioners Board, or clearly eligible for registration (desirable)
- 5+ years in Australian public practice across business services and tax; applicants with less experience are encouraged to apply if ambitious and willing to learn
- Experience preparing and reviewing individual, company, trust and partnership returns, BAS/IAS,



working papers and financial statements
- Experience reviewing other people's work and maintaining quality standards
- Strong command of Australian tax law, including income tax, GST, FBT, Division 7A, CGT concessions and trust distributions
- Fluent in Xero, MYOB and/or QBO, and comfortable with ATO portals
- Solid grounding in special purpose and general purpose financial reporting for SMEs
- Curious about AI and interested in changing how compliance work is done; prior AI product experience is not required
- Ability to turn professional judgement into explicit, teachable rules and standards
- Comfortable with ambiguity, iteration and fast feedback loops in an early-stage product team

Core Competencies

Demonstrates expertise in Australian tax law and compliance, with a strong ability to prepare and review tax returns, BAS, and financial statements. Proven experience in quality assurance and maintaining professional standards within an accounting context.

Highest-signal resume keywords

- CA Or CPA Qualified
- Registered Tax Agent
- 5+ Years In Australian Public Practice
- Strong Command Of Australian Tax Law
- Fluent In Xero, MYOB And/or QBO

ATS Optimization Keywords

Hard Skills

- Tax Return Preparation
- BAS/IAS Preparation
- Financial Statement Review
- Quality Standards Maintenance
- Audit Workpapers
- Agent Work Review
- Compliance Standards
- Financial Reporting
- AI Product Understanding
- Professional Judgement Application

Soft Skills

- Curiosity About AI
- Comfortable With Ambiguity
- Adaptability To Fast Feedback Loops

Certifications & Qualifications

- CA
- CPA
- Registered Tax Agent

Industry Keywords

- Australian Tax Law
- ATO Requirements
- Accounting Standards
- Public Practice
- Business Services
- Tax Compliance

Tools & Technologies

- Xero
- MYOB
- QBO
- ATO Portals

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📌 Tax Lead (Melbourne)
🏢 Jobtailor
📍 Melbourne