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Perpetual Guardian

Client Accounting And Tax Administrator

Posted on Dec. 2, 2024

Auckland City, New Zealand
0 - 0 USD (yearly)

Full Time

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.

This role will provide you an opportunity to get involved in all aspects of the team’s activities and to identify and implement improvements. The successful applicant will be able to hit the ground running, have the ability to work well within a team and will understand the importance of delivering good service to 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.

In return for your efforts, you will be connected to a strong team of like-minded professionals and be provided with training and career development avenues for you to continually develop and grow with us.

In addition, you will have access to perks associated with being part of Perpetual Guardian, including medical and life insurance cover, discounts on company products, and other products through our commercial business partners.

If you have any questions regarding the role, please email HRSupport@pgtrust.co.nz.

Note: Candidates with eligibility to be employed in New Zealand immediately will be strongly preferred.

About Perpetual Guardian

Perpetual Guardian Group is the largest non-Government philanthropic entity in Aotearoa and the leading provider of fiduciary services in New Zealand. Through the provision of expert trust, asset planning and investment management across generations of New Zealanders, we've become leaders in the industry and, most importantly, trusted partners with our clients.

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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