Technical Reviewer - Tax - CPA

About Visory

At Visory, we're rebuilding how SMBs run their financial back-office. By combining an agent-first workflow platform, frontier AI, and the judgment of world-class finance experts, we turn financial operations into insight, strategy, and confident decision-making.

Agents sit at the core of every workflow; our experts focus on what only humans do best - judgment, relationships, and quality.

Visory is VC-backed and scaling fast, with a global team across Australia, New Zealand, the United States and the Philippines.

Role Overview

You'll be a technical reviewer of Australian tax and compliance work. Returns, working papers and financial statements arrive prepared and ready for review - your job is to make the call on whether they're right.

This is a role for someone who knows Australian tax deeply and takes pride in holding the line on quality. You'll be based in the Philippines and work Australian business hours alongside our Melbourne team.

The Responsibilities

Review

• Review Australian tax returns across individuals, companies, trusts and partnerships, along with BAS/IAS, working papers and financial statements.

• Tick completed workpapers back to source and make the call: is this review-ready, or does it go back?

• Diagnose the cause of errors - wrong instruction, wrong source data, or a judgement call that was missed - and give clear, specific review notes so the same error doesn't recur.

• Make sure work is review-ready before it reaches our Australian registered tax agent for sign-off and lodgement.

Technical Expertise

• Be a go-to authority on Australian tax and compliance across the company.

• Apply technical judgement to the messy, unusual and half-documented client situations that don't fit the standard pattern.

• Keep us current - track legislative, ATO and accounting-standard changes and flag what they mean for our work.

• Make sure everything meets Australian professional and regulatory standards - ATO requirements, professional obligations and applicable accounting standards.

• Help define and document our review standards and checklists.

Skills & Experience

Qualifications & Experience

• CPA or CA qualified (essential).

• 5+ years working on Australian tax and business services, for an Australian public practice firm or an offshore team servicing one.

• Hands-on experience reviewing Australian tax returns (essential) - individual, company, trust and partnership - plus BAS/IAS, working papers and financial statements.

• You've reviewed other people's work and held the line on quality.

Technical Knowledge

• Strong command of Australian tax law - income tax, GST, FBT, Division 7A, CGT concessions, trust distributions.

• Fluent in Xero, MYOB and/or QBO, and familiar with ATO portals and lodgement processes.

• Solid grounding in special purpose and general purpose financial reporting for SMEs.

• Sharp attention to detail and clear written English for review notes.

Our Culture & Values

Visory team members are gritty, humble, optimistic and curious.

• Flock to problems: We run toward issues, not away from them.

• Give energy: We aim to be the people others want in the room - prepared, constructive, and generous with our knowledge and time.

• Think customer first: We care about customer outcomes, not just our internal process.

• Step into the arena: We value people who take ownership, show agency, make calls with imperfect information, and are willing to be accountable.