Accounting Administrator

Description

We are seeking a highly organised and proactive Accounting Administrator, known internally as a Client Accounting \& Tax Administrator, to provide administrative support to the Client Accounting \& Taxation team and the wider business. This role plays a key part in supporting the day-to-day operations of the team, ensuring client and compliance requirements are met efficiently and accurately.

This is a varied and fast-paced position that offers the opportunity to become involved in all aspects of the team's activities, contribute to process improvements, and support the delivery of exceptional service to our clients.

The successful candidate will be systems-savvy, detail-oriented, great with data, and able to manage multiple priorities while working to strict deadlines. They will enjoy working collaboratively within a team while also being confident working independently.

Key Responsibilities

Working closely with the Client Accounting \& Taxation team on day-to-day administration and tax compliance requirements, including:* Liaising with branch staff, clients, IRD, and other external parties regarding administrative and taxation matters. * Maintaining tax management, workflow, CRM, and other business systems to ensure information is accurate and up to date. * Providing administrative support and assistance to Client Accountants and the wider team as required. * Acting as a key point of contact for internal and external stakeholders. * Preparing client invoices and producing month-end reporting. * Arranging taxation payments and receipting tax refunds as required. * Monitoring workflow queues and ensuring tasks are completed within required timeframes. * Maintaining accurate client records and ensuring data integrity across multiple systems. * Coordinating and following up outstanding information requests from clients and stakeholders. * Assisting with the preparation and processing of tax-related documentation and correspondence. * Identifying opportunities to improve administrative processes and team efficiencies. * Supporting the team in meeting key compliance obligations and deadlines. * Contributing to team objectives and assisting with additional administrative tasks as required.

Skills, Knowledge \& Expertise

• Previous administration experience, preferably within a professional services, accounting, legal, financial services, or similar environment.
• Confidence working with data and maintaining accurate records across multiple systems.
• Proven ability to work effectively in a deadline-driven environment.
• Strong computer literacy, including Microsoft Office applications.
• Experience using CRM, workflow, or practice management systems is advantageous.
• Exposure to accounting software such as Xero is preferred but not essential.
• Excellent written and verbal communication skills.
• Strong attention to detail and commitment to maintaining accuracy.
• Ability to prioritise, organise, and manage multiple tasks simultaneously.
• Strong problem-solving skills and a proactive approach to work.
• Ability to work both independently and collaboratively within a team.
• A continuous improvement mindset and willingness to identify and implement process improvements.

Personal Attributes* Highly organised and dependable. * Systems and data savvy, with the ability to quickly learn new technologies and processes. * Positive, motivated, and self-managing. * Client-focused with a commitment to delivering excellent service. * Adaptable and comfortable working in a dynamic environment. * Professional, approachable, and able to build strong working relationships.

Job Benefits

• Opportunity to work with Wealth Management Experts in New Zealand – career growth and training opportunities.
• Health and Life Insurance Cover*
• Discounts on company products – including free will!
• Discounts on products and services through commercial business partners such as gym membership discounts etc.

*eligibility criteria apply.

Next Steps

Applications must include an up to date CV as well as a Cover Letter addressing the selection criteria above and why this role interests you.

We will accept applications up until 12 July 2026, though we will commence interviews as we see suitable candidates coming through.

Please note that we will not be providing feedback on applications before the interview stage.

Note: Only candidates who are legally entitled to work in New Zealand will be considered. Previous applicants need not apply.### 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.