Registered Tax Agent — High-Volume Returns & SMSF Lead

True Wealth; Gold Coast City; On-site; AUD 70,000 - 110,000; Full time

Job summary

True Wealth is seeking a registered tax agent to lead a standalone tax practice within its established group on the Gold Coast. You’ll own the tax return engine end to end, act with autonomy, and rely on the leads, systems, and support of the wider team.

The role starts with converting and lodging individual returns at volume, expanding into SMSF administration and advisory services, and building systematic processes.

Qualifications

• Registration with the Tax Practitioners Board (or eligible, with registration before starting).
• Experience preparing and lodging Australian individual income tax returns, ideally in high volume.
• Experience with compliance work across various entity types.

Responsibilities

• Convert inbound tax return leads into clients with prompt follow‑up and onboarding.
• Prepare and lodge individual income tax returns at volume, incl. overdue/catch‑up returns.
• Prepare returns and financial statements for companies, trusts and partnerships.

Skills

Tax agent registration

Individual tax returns

Compliance work

Phone communication

Organisational skills

Independent responsibility

SMSF administration

Job description

True Wealth is seeking a registered tax agent to lead a standalone tax practice within its established group on the Gold Coast. You’ll own the tax return engine end to end, act with autonomy, and rely on the leads, systems, and support of the wider team.

The role starts with converting and lodging individual returns at volume, expanding into SMSF administration and advisory services, and building systematic processes.