Intermediate Accountant / Client Manager

• Manage your own client portfolio — real relationships, not just compliance

• Supportive team, flexible hours and a workload that respects your evenings

• 150m from Hagley Park, close to great bars and restaurants, with good parking

About us

Matheson Rae Chartered Accountants is based at Carlton Corner, on the fringe of the central city, looking after a wide range of New Zealand business owners — from trades and professional services through to farming, property, vineyards and wineries, estates and family trusts. We are a CA ANZ firm, and our director, managers and client managers work together as one team.

The role

This is a trust and estate focused role. We are looking for a full-time Intermediate Accountant to join us as a Client Manager, reporting to our director and manager group. You will look after your own portfolio of clients and be their first point of contact.

A large part of the job is working directly with the trust and estate teams at the law firms we act alongside. You will build and hold those relationships.

Your role will include:

• Preparing annual financial statements and income tax returns

• Working alongside law firms' trust and estate teams, and building those relationships

• Preparing and filing GST and FBT returns

• Setting clients up on Xero and providing training and ongoing support

• Analysing accounting information and giving clients practical advice to improve their business

• Answering client queries and building strong, lasting relationships

About you

• Minimum 3 years' experience in a New Zealand chartered accounting firm (essential)

• Experience with trust and estate financial accounting preparation (essential)

• Comfortable dealing directly with solicitors and law firm trust & estate teams

• Solid working knowledge of NZ tax — income tax, GST, FBT and provisional tax

• Strong Xero skills, and confident showing a client how to use it

• AI experience, or a willingness to learn

• Able to take a job from start to review with limited supervision

• A genuine people person — can build relationships easily with clients and colleagues alike

• Accurate, organised and able to keep several jobs moving at once

What we offer

• Competitive salary, negotiable on experience

• Flexible working hours and a sensible approach to work-life balance

• Training and ongoing professional development paid

• Genuine progression as the firm grows

• A friendly, down-to-earth team and a supportive management group

How to apply

Apply through Seek with your CV and a short covering letter. For a confidential chat about the role, contact Samantha on [03 343 3698](tel:03 343 3698) or [email protected]