Job Description

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

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- CA or CPA qualified (essential)
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- Registered tax agent with the Tax Practitioners Board, or clearly eligible for registration (desirable)
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- 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
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- Experience preparing and reviewing individual, company, trust and partnership returns, BAS/IAS, working papers and financial statements
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- Experience reviewing other people's work and maintaining quality standards
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- Strong command of Australian tax law, including income tax, GST, FBT, Division 7A, CGT concessions and trust distributions
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- Fluent in Xero, MYOB and/or QBO, and comfortable with ATO portals
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- Solid grounding in special purpose and general purpose financial reporting for SMEs
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- Curious about AI and interested in changing how compliance work is done; prior AI product experience is not required
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- Ability to turn professional judgement into explicit, teachable rules and standards
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- Comfortable with ambiguity, iteration and fast feedback loops in an early-stage product team
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Core Competencies

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

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Highest-signal resume keywords

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

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Hard Skills

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

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

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- CA
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- CPA
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- Registered Tax Agent
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Industry Keywords

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

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- Xero
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- MYOB
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- QBO
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- ATO Portals
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📌 Tax Lead (Victoria)
🏢 Jobtailor
📍 Victoria