Senior Accountant

Role Overview

• Prepare annual financial statements for a range of entities, including:
• Companies
• Trusts
• Partnerships
• Charities (Tiers 2–4)
• Ensure compliance with:
• NZ IFRS (where applicable)
• Special Purpose Financial Reporting (SPFR)
• NZ Charities Services reporting requirements
• Prepare detailed and well-structured workpapers to support all balances and disclosures
• Prepare and file income tax returns across multiple entity types
• Prepare and review:
• GST returns
• FBT returns (where applicable)
• Calculate and advise on:
• Provisional tax (standard, estimation, AIM methods)
• Terminal tax obligations
• Ensure all tax filings are accurate and submitted within statutory deadlines
• Prepare complete, audit-ready digital workpapers using internal systems and document management tools (e.g., FYI Docs)
• Maintain clear audit trails and proper supporting documentation
• Ensure all files meet internal practice review standards and professional expectations
• Work within core accounting platforms such as Xero and cloud-based tools
• Review client financial data for completeness and accuracy
• Recommend improvements to client accounting systems and internal processes where appropriate
• Deliver outputs that are review-ready for Director/Partner sign-off
• Respond to review queries promptly and accurately
• Apply strong professional judgement while maintaining high documentation standards
• Completed annual financial statements (review-ready)
• Timely and compliant tax return filings
• Fully documented and well-structured workpapers
• Clear communication of issues, risks, and recommendations

Requirements

• CA ANZ qualified (or equivalent)
• Minimum 5+ years’ experience in public practice or accounting advisory
• Strong knowledge of:
• New Zealand tax legislation
• Financial reporting frameworks
• Advanced proficiency in:
• Xero
• Cloud-based accounting tools
• Experience handling multi-entity client portfolios

Desirable Experience working with not-for-profit organisations

Familiarity with NZ Charities Services reporting (Tiers 2–4)

Tech Stack

• Cloud