Supervisory Tax Agent

ABOUT THE COMPANY

Join an innovative fintech that’s transforming the way self‑employed Australians manage their tax and finances. Their all‑in‑one platform automates tax calculations, lodgements, and compliance, giving clients freedom to focus on what they do best. Backed by a mission to make financial admin simple, fair, and transparent, this Sydney‑based team thrives on innovation, trust, and continuous improvement – making it an exciting place to grow your career in tax and tech.

ABOUT THE ROLE

This is a pivotal in‑office role where you’ll act as the Supervisory Agent, maintaining the company’s Tax Practitioners Board (TPB) registration and ensuring the highest standards of compliance, ethics, and quality. You’ll oversee the delivery of tax agent services, guide and mentor staff, implement quality assurance frameworks, and manage TPB audit readiness. This hands‑on leadership role combines governance with commercial agility – ideal for a compliance‑minded Tax Agent who thrives in a fast‑paced, start‑up environment.

RESPONSIBILITIES

- Oversee all tax agent services under the company’s TPB registration, ensuring full compliance.

- Establish, document, and maintain robust quality control systems across tax operations.

- Supervise, mentor, and train a small team of 2.

- Conduct regular reviews, spot checks, and audits to uphold accuracy, integrity, and ethical standards.

- Manage risk and compliance frameworks to support sustainable business growth.

- Collaborate cross‑functionally to implement compliance processes suited for a start‑up.

SKILLS & EXPERIENCE

- Current individual registration as a Tax Agent with the TPB (or working towards).

- Tertiary qualification in Accounting, Finance, or Law (meeting TPB educational requirements).

- Completed Board‑approved courses in Australian Taxation Law and Commercial Law.

- Minimum 12 months of relevant full‑time experience in providing tax agent services.

- 5 years’ experience working in the tax industry.

- Proven ability to supervise, mentor, and ensure compliance within tax operations.

- Strong understanding of tax law, ethics, and professional conduct standards.

- Excellent documentation, communication, and leadership skills.

- Commercial mindset suited to a scaling start‑up environment.

BENEFITS

- Fully in‑office, Sydney CBD role – 5 days a week.

- $50 wellness allowance to support your health and wellbeing.

- Paid parental leave to support family life.

- Birthday off – because your day matters.

- Regular team lunches and a collaborative, values‑driven culture.

- Genuine career development opportunities in a rapidly expanding business.

OUR RECRUITMENT PROCESS

At Lotus People, we are committed to fostering diversity, equity and inclusion. We encourage applicants from all backgrounds to apply and will ensure a fair and equitable recruitment process. Every application we receive is reviewed by a real person, never by AI. If your experience aligns with the requirements of the role, a consultant will be in touch within 2–3 business days for an initial phone screen. Shortlisted candidates will then proceed to a virtual interview with the consultant managing the role. Due to the volume of applications and the specific nature of our briefs, we are unable to take phone enquiries about roles before an application is submitted. We ask that all interested candidates please apply online and wait to hear from us. Rest assured, we respond to every applicant, regardless of the outcome, so you will not be left wondering. Lotus People are proud to have been awarded Best Agency for Candidate Experience for five consecutive years. We look forward to providing you with a positive and respectful experience.

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