New Zealand Job Openings
Perpetual Guardian
Client Accounting and Tax Administrator
Auckland
FULL TIME
December 1, 2024
Description
You will be responsible for providing administrative support to the Client Accounting & Taxation team and wider business to help manage the day to day requirements for the team and our clients.
Key Responsibilities
Working closely with accounting staff on day to day tax compliance requirements for our clients, including:
- Liaising with branch staff & IRD involving administration matters
- Maintaining our tax management and workflow systems
- Providing administration support and assistance to the Client Accountants within the team as required
- Key point of contact within and outside of Accounting and Tax Team
- Invoicing clients and producing month end reports
- Arranging taxation payments and receipting of refunds as required
- Contributing to team effort by accomplishing related results as required
- Maintaining client details in our CRM
- Facilitating team meetings
Skills, Knowledge & Expertise
- A positive, self-starter who is capable of working independently
- Previous administration experience
- Strong computer skills, including Microsoft Office, and experience working with Client Relationship Management (CRM) systems is advantageous
- Proven written and verbal skills along with an ability to work within and across teams
- A strong sense of client focus and an attention to detail
- Exposure to accounting software packages such as Xero is preferred, but not essential
- Ability to plan and prioritise work
Job Benefits
We strive to be one of New Zealand's best work places. You will join an organisation that is passionate about its vision, purpose and values and a team of professionals who proactively provide excellence to our clients.
If you have any questions regarding the role, please email HRSupport@pgtrust.co.nz.
About Perpetual Guardian
We are specialists in providing Wills, Trusts and Enduring Powers of Attorney. We understand the sensitive nature of Wills, supporting grieving families, helping to plan estates and achieve financial goals.
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