Our client
Our client is a dynamic and high growth financial services organisation with a keen focus on wealth management and financial advice. Founded in 2014, our client has seen significant growth over this time and continues to have some punchy plans for 2025 – it’s an exciting time to join!
What we love about this client, is that they’re wanting to break the mold and do something different – with trickles down from their progressive and action-oriented leaders. Their current team of approx. 40 people are passionate about empowering everyday Kiwis with the financial literacy they need to success and reach their financial goals.
With a WFH on a Wednesday, a busy social calendar and slick offices in CBD Auckland – this business services clients across NZ, many with a keen property interest and background.
The role
- Fostering client relationships – identifying opportunities to help our clients and providing the exceptional service every step of the way.
- Fostering client relationships – identifying opportunities to help our clients and providing the exceptional service every step of the way.
- The usual nuts and bolts providing tax consulting and advice, preparation of financial statements, GST and income tax returns, monthly management accounts for your portfolio of clients.
- Assisting clients with Xero setup and training and providing business advice for your clients too
- A lot of your clients will have investments or interest in property, so ideally this will be something you’re interested in or have previous experience in too!
- You’ll collaborate with the other functions of the business which include a Mortgage and Wealth team – there are plenty of opportunities to support your clients with other services, all under one roof!
- If you’re wanting a more senior position – in addition to the day-to-day management, you’ll liaise, guide and coach more junior accountants in your team to continuously improve delivery to our clients.
- You’re comfortable being the “go to” for more junior accountants, will support them with quirky or complex scenarios on their desk
- You’ll seek opportunities for process improvement, working closely with your directors to prioritise key initiatives and roll them out as appropriate
About you
- Ideally, you’ll be CA or CPA qualified, with at least a year or two of corporate or firm experience (for the more senior role, you’ll need 3+ years please!)
- Bonus points for an interest in property and trust structures, but aren’t essential
- You’ll be excited to join a high performing team where you’ll be provided with training, support and professional development to fast track your career.
- You’re ambitious and want a fast growth environment, OR maybe you’re very happy contributing to a great team – you just want to do it in a fun and relaxed environment!
About HOME Recruitment
Great to meet you! We’re a boutique agency specialising in corporate service and business support opportunities for a diverse portfolio of clients across temporary, contract and permanent positions.
We are committed to creating a diverse and inclusive recruitment process where all individuals feel valued, respected, and empowered. We encourage candidates from all backgrounds, identities, and experiences to apply! If you require any accommodations during the application process, please don’t hesitate to let us know.
To apply for this job please visit apply.jobadder.com.