Tax Agent (Registered Tax Practitioner)

About the role

The True Wealth business group is looking for a registered tax agent to run a standalone accounting function within its established group. The business generates hundreds of leads each week through its marketing engine, so the role focuses on converting those leads into clients rather than hunting for work. You will hold the practice's tax agent registration, own the tax return engine end to end and run it with autonomy, supported by the group's leads, systems and a director.

Key responsibilities

• Convert inbound tax return leads into clients through prompt follow-up, document and receipt collection and onboarding.
• Prepare and lodge individual income tax returns at volume, including overdue and catch-up returns.
• Prepare returns and financial statements for companies, trusts and partnerships.
• Assist with BAS and IAS preparation and lodgement, and liaise with the ATO where required.
• Provide SMSF administration, financial statements, tax returns and audit coordination for existing SMSF clients.
• Provide bookkeeping support for clients and across the business group.
• Build the systems, workflows and quality standards of the practice as its responsible registered agent.

Required profile

• Registration as a tax agent with the Tax Practitioners Board, or confirmed eligibility with registration in place before starting.
• Experience preparing and lodging Australian individual income tax returns, ideally at volume in a tax or public practice.
• Experience with compliance work across a range of entity types.
• Strong phone confidence and the ability to win strangers' trust and onboard them as clients.
• Strong organisational skills, attention to detail and the ability to carry professional responsibility independently.
• Commercial, practical mindset and drive to run a high-volume practice smoothly.
• Right to work in Australia; only shortlisted candidates will be contacted.

Required skills

• Bonus points for overdue/catch-up return experience, SMSF administration and audit coordination, bookkeeping experience and familiarity with public practice tax software.