Looking to step away from the Big 4 or Mid-tier environment and into a role with more autonomy, client contact and meaningful advisory work?
This is a unique opportunity to join a smaller Accounting firm where you'll manage a portfolio of commercial businesses and private clients across a range of industries. With a flatter structure, no time-sheets and a high level of autonomy, you'll have the freedom to manage your clients and get involved in complex advisory work without the layers of red tape and politics often found in larger firms.
The Role
You'll take ownership of a portfolio of SME's, as well as HNWI and UHNWI individuals, acting as a trusted advisor and key point of contact. The role offers a strong blend of client management/engagement and advisory work, with plenty of opportunity to get involved in the commercial side of your clients' businesses and investments.
You'll work directly with clients to understand their goals, provide practical advice and help them navigate more complex accounting and commercial matters. You'll have the autonomy to manage your workload, make decisions and build relationships without constant management oversight (in short, you'll be treated as an adult).
Key Responsibilities
Manage a portfolio of commercial businesses, HNWI and UHNWI clients across a variety of industries
Build strong, long-term client relationships and act as a trusted advisor
Provide clients with practical accounting, tax and commercial advice
Work on complex advisory matters including business structuring, planning, forecasting and other commercial projects
Oversee financial statements, tax returns and other compliance requirements
Identify opportunities to add value across your client portfolio and become involved in broader advisory work
Take ownership of your clients and workload with a high level of autonomy
About You
5+ years of experience within a New Zealand CA firm
CA qualified, or close to completing your qualification
Strong technical accounting and tax knowledge with experience managing a client portfolio
Experience in a Big 4 or mid-tier firm would be highly regarded
Strong client management and communication skills, with the confidence to deal directly with business owners and HNW clients
Commercially minded with an interest in advisory work beyond traditional compliance
Self-motivated and comfortable working autonomously without layers of management
What's on Offer
A genuine opportunity to step away from the Big 4 or mid-tier environment
No time-sheets, giving you more freedom to focus on your clients and the work that actually adds value
Significant exposure to complex advisory and high-value businesses/clients
A flat structure with genuine autonomy and trust, no one will be breathing down your neck
Direct access to very experienced senior leaders without layers of management
Strong client contact and ownership of your portfolio
Clear room to progress your career