Company Overview

Freedom Finance Australia is an established and well-regarded financial services firm headquartered in Victoria, with offices across Melbourne, Brisbane, Sydney, and regional areas of Victoria and New South Wales. We offer a comprehensive suite of services including investment, superannuation, insurance, taxation, lending, and accounting. Our team is committed to delivering outstanding client experiences and empowering individuals and businesses to achieve lasting financial freedom.

Position Overview

We are seeking a qualified and client-focused Accountant to join our public practice team. You will manage a portfolio of clients, prepare financial statements and tax returns, and provide practical, high-quality advice and compliance services. This is a great opportunity for someone who enjoys variety, values accuracy, and wants to grow within a firm that is investing in its people and systems. This is a full-time role located at our offices in Ballarat, Victoria.

Key Responsibilities The core of the role, requiring technical expertise, professional judgement, and regulatory compliance:

- Manage a client portfolio, building strong rapport through face-to-face, phone, and video consultations.
- Prepare and complete Business Activity Statements (BAS) and Instalment Activity Statements (IAS)
- Prepare and lodge Individual, Company, Trust, and Partnership tax returns
- Prepare Fringe Benefits Tax (FBT) returns
- Prepare end-of-year financial statements
- Complete tax planning and trust distribution resolutions
- Prepare workpapers and spreadsheets in support of clients' source documents




- Perform Xero organisation reconciliations for GST, PAYG Withholding, and PAYG Instalments
- Perform Xero and manual (paper) bank reconciliations
- Set up and maintain asset registers
- Assist with chattel mortgage set-up and new business structure set-up/registration
- Apply for TFNs and ABNs via the Australian Business Register
- Assist clients with compliance matters relating to PAYG, GST, WorkCover, Superannuation, Centrelink, and other tax matters
- Support business development activities
- Maintain relevant certifications (e.g. CPA/CA, Xero) and undertake ongoing CPD and training to stay current with tax law and regulations
- Delegate tasks and provide guidance to administration, bookkeeping, or junior accounting team members as required
- Incidental general and administrative tasks

Qualifications & Experience

- Bachelor's degree in Accounting
- CPA or CA qualification
- Previous experience in a public practice accounting environment
- Sound working knowledge of Australian tax law and compliance obligations
- Proficiency in Xero accounting software
- Robust attention to detail, time management, and organisational skills
- Excellent written and verbal communication skills
- A collaborative, proactive approach and willingness to support junior team members

Benefits

- Market-competitive salary, plus opportunities for performance-based bonuses
- A supportive and collaborative team culture across
- Exposure to a varied client base and ongoing systems investment
- Support for continued professional development
- Opportunities for growth as the firm expands

📌 Accountant & Tax Agent (Ballarat)
🏢 Freedom Finance Australia
📍 Ballarat