Senior Accountant / Client Manager

Salary

Market rate and above, depending on experience

Type

Full time / permanent

Location

South Auckland / Christchurch / Napier / Nelson

Applications close

Open

We’re looking for a certified Chartered Accountant with a minimum of 5 years quality experience in a reputable firm.

This is an advisory focused role, which also includes delivery of BPS, quarterly reviews and CCRs.

We aren’t simply looking for a numbers person. Your work ethic is excellent, of course, and you are punctual and conscientious. And yes, you have a senior level of tax knowledge – especially around changes in tax law and upcoming impact on clients.

More importantly, you’re a passionate, self-starter with initiative, self-belief and a clear ability to market, sell and deliver professional services, including scoping and selling added value services to new and existing clients.

Abilities and understandings

Your technical prowess includes the ability to understand and implement new systems, programs and technologies. For instance, you’re proficient in use of AI, like ChatGPT, but don’t over-rely on it, and enjoy the challenge of staying up to date with the industry and economy as it develops and changes.

You’re a people-person, confident at developing client relationships and building rapport with their team, clients and intermediaries. You don’t see it as a chore. It’s part of who you are.

You’re also a life-long learner, engaging fully in leadership and team management and training, including taking a keen interest in coaching and mentoring junior team members.

Constantly networking, your little black book is always being checked and filled. That means managing relationships with key stakeholders is a priority, not a backdrop to your working day.

And you’re flexible. When need demands it you can turn on a pin, and flexibly adapt your working day to support colleagues and clients.

We expect you to:

• Work to and surpass SES2 Standards from CAANZ
• Manage workload and establish priorities
• Maintain high standard in presentation of all outputs
• Communicate clearly and in a timely manner with clients
• Fit well into our team culture
• Work effectively under pressure
• Meet deadlines
• Be flexible and agile
• Help and support other team members when appropriate

Building and maintaining alliances

Relationships are crucial. In the role you’ll have deep relationships in place with at least 6 strategic partners at all times, who you’ll regularly reach-out to within the last 6 weeks, developing relationships through meetings and events when appropriate.

And you know how to attract leads, by identifying strategic partners, creating a working list of the ones to nurture, and actively working to convert them into clients.

Values are everything

Finally, but not least, you believe in and support our core values:

• FAMILY FIRST – Flexing to the needs of our home, work and client families.
• INNOVATIVE – Industry leading, setting best practice.
• PASSION – We do what we love and love what we do.
• EMPATHY – We listen, we care, we understand with heart and backbone.
• RESPECT – Awareness of people, their time, differences, beliefs and values.

← Back to all roles