Location: Auckland - Central/City fringe
Work Type: Permanent Full Time
Reference: SC13185
Are you an experienced public practice accountant who enjoys partnering with clients, providing commercial advice, and helping businesses succeed? Looking for a progressive firm that makes good use of modern technology and strong systems in a supportive team environment? Would you benefit from spending less time on data processing and more time delivering value through advice, strategic thinking, and trusted client partnerships?
This is an opportunity to join a modern Auckland-based CA firm that is embracing the future of accounting. Supported by strong systems, modern technology, and dedicated processing resources, you'll have more time to focus on what matters most: building trusted client relationships and delivering meaningful business advice.
This role will suit a Senior Accountant ready to take greater ownership of a portfolio or an established Client Manager seeking a high-quality environment where advisory work is genuinely valued.
The opportunity
You will manage your own portfolio of clients, becoming their trusted adviser across accounting, tax, and business matters. While maintaining oversight of compliance obligations, your focus will increasingly be on delivering insights, identifying opportunities, and helping clients make better business decisions.
You'll enjoy significant autonomy, direct client interaction, and the opportunity to play an important role in the firm's ongoing growth.
Key responsibilities
Client Relationship Management
- Act as the primary adviser for a portfolio of SME clients.
- Build strong, long-term relationships through proactive communication.
- Lead client meetings and provide practical commercial advice.
- Manage scope, expectations, and engagement profitability.
Compliance Review & Quality Control
- Review and sign off financial statements, tax returns, GST returns, and related compliance work.
- Ensure accuracy, quality, and timely delivery of client work.
- Provide clear guidance and feedback on workflow and technical matters.
Business Advisory
- Assist clients with budgeting, forecasting, cashflow planning, and management reporting.
- Identify risks, opportunities, and strategies for business improvement.
- Translate financial information into meaningful commercial insights.
- Work closely with senior leadership on more complex advisory engagements.
Workflow & portfolio management
- Manage multiple client priorities and deadlines effectively.
- Coordinate work across internal and external resources.
- Maintain visibility across workflow, client deliverables, and billing.
About you
You are technically strong, commercially minded, and genuinely enjoy working with clients. You take ownership, communicate confidently, and are motivated by helping businesses achieve their goals.
To be successful in this role you will likely possess:
- CA ANZ or CPA qualification (or be nearing completion).
- 4+ years' experience within a Chartered Accounting environment.
- Strong knowledge of financial reporting, income tax, GST, PAYE, and related compliance obligations.
- Experience reviewing and managing client work to a high standard.
- Exposure to advisory services including forecasting, budgeting, and business planning.
- Advanced knowledge of Xero and cloud-based accounting systems.
- Excellent interpersonal and relationship-building skills.
- A proactive, solutions-focused approach.
What's on offer?
- Genuine client ownership and autonomy.
- Exposure to interesting SMEs across a diverse range of industries.
- Increasing involvement in higher-value advisory work.
- Supportive and collaborative leadership team.
- Modern, technology-enabled environment.
- Ongoing professional development and career progression opportunities.
- Flexible working arrangements after an initial onboarding period.
- Convenient Central Auckland/city fringe location.
Why consider this role?
If you're looking for more than just compliance work and want the opportunity to become a trusted business adviser, this role offers the platform to do so. You'll join a forward-thinking firm where relationships, quality, and client outcomes sit at the centre of everything they do.
Apply now
For a confidential discussion, contact Steve in the first instance on 021 286 1114 or email your CV and brief cover note to steve@scirecruitment.co.nz quoting reference number sc13185.
Alternatively, you can apply via the APPLY NOW button on this page.
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