Job Description

Position: INTERMEDIATE ACCOUNTANT

Salary range TBD (The final amount will be at the client's discretion based on the candidate’s skills and experience)

Working Hours: Following NZ business hours (Full-time); 5am-2pm PHT

Work set-up: 100% Remote work under Independent Contractor Agreement

Holidays TBD

Target Start Date: ASAP

About the Company

This company is a Certified B Corp accounting, tax, and business growth advisory firm based in New Zealand, with locations in Auckland, Wānaka, and Queenstown. Founded in 2015, the firm caters to a diverse range of clients, including scaling businesses, non-profits, funded startups, property investors, and high-net-worth individuals. They specialize in bridging the gap between corporate-level financial strategy and everyday business needs across sectors like tech, construction, and consumer goods.

As an Intermediate Accountant, you will manage vital New Zealand compliance work, annual financial statements, and periodic tax returns for a diverse portfolio of clients. This is an exceptional opportunity to take ownership of complex workflows, receive high-quality coaching, and directly contribute to the financial success of scaling businesses and progressive investors.

Responsibilities:

• Scenario Analysis: Evaluate complex residential lending scenarios across a diverse range of client portfolios, including PAYG, self-employed, company, trust, and SMSF applications.
• Financial Assessment Review and verify tax returns, financial statements, Business Activity Statements (BAS), payslips, and comprehensive supporting documentation.
• Serviceability & Risk Evaluation: Analyze borrowing capacity (servicing), outstanding liabilities, living expenses, and credit histories to identify policy issues, lender risks, and potential submission challenges.
• Strategic Lender Recommendations: Research lender policies and liaise with Business Development Managers (BDMs) to recommend the most suitable lenders based on policy compliance, serviceability, and client goals.
• Loan Structuring & Summaries: Prepare clear, high-quality credit recommendations and scenario summaries for brokers while assisting with structural design and overall submission strategy.
• Quality Assurance: Conduct meticulous pre-submission quality assurance checks, collaborating with the processing team to ensure all files are complete, accurate, and completely submission-ready.

Requirements

Qualifications (Must-Haves)

• Experience: A minimum of 2–3 years of accounting experience, ideally gained within a public practice environment focused on New Zealand or Australian compliance.

• Technical Proficiency: Strong working knowledge of annual compliance workflows and confidence in performing complex reconciliations.
• Software Skills: Proven proficiency in Xero, Xero Practice Manager, Microsoft Word, and Excel.
• Education: Undergraduate/Bachelor’s degree in Accounting or actively working toward a professional accounting qualification

Preferred Skills & Technologies (Nice-to-Haves)

• Previous experience working with CCH and FYI software platforms.
• A strong client-service mindset with the ability to build and maintain professional, positive relationships.
• High level of accountability, including the ability to manage workload effectively to meet strict deadlines.