Position: INTERMEDIATE ACCOUNTANT Salary range: $2000-2200 NZD (The final amount will be at the client's discretion based on the candidate’s skills and experience) Working Hours: Following NZ business hours (Full-time); 5am-2pm PHT Work set-up: 100% Remote work under Independent Contractor Agreement Holidays: TBD Target Start Date: ASAP ### About the Company This company is a Certified B Corp accounting, tax, and business growth advisory firm based in New Zealand, with locations in Auckland, Wānaka, and Queenstown. Founded in 2015, the firm caters to a diverse range of clients, including scaling businesses, non-profits, funded startups, property investors, and high-net-worth individuals. They specialize in bridging the gap between corporate-level financial strategy and everyday business needs across sectors like tech, construction, and consumer goods. ### Role Overview As an Intermediate Accountant, you will manage vital New Zealand compliance work, annual financial statements, and periodic tax returns for a diverse portfolio of clients. This is an exceptional opportunity to take ownership of complex workflows, receive high-quality coaching, and directly contribute to the financial success of scaling businesses and progressive investors. ### Responsibilities: - Scenario Analysis: Evaluate complex residential lending scenarios across a diverse range of client portfolios, including PAYG, self-employed, company, trust, and SMSF applications. - Financial Assessment: Review and verify tax returns, financial statements, Business Activity Statements (BAS), payslips, and comprehensive supporting documentation. - Serviceability & Risk Evaluation: Analyze borrowing capacity (servicing), outstanding liabilities, living expenses, and credit histories to identify policy issues, lender risks, and potential submission challenges. - Strategic Lender Recommendations: Research lender policies and liaise with Business Development Managers (BDMs) to recommend the most suitable lenders based on policy compliance, serviceability, and client goals. - Loan Structuring & Summaries: Prepare clear, high-quality credit recommendations and scenario summaries for brokers while assisting with structural design and overall submission strategy. - Quality Assurance: Conduct meticulous pre-submission quality assurance checks, collaborating with the processing team to ensure all files are complete, accurate, and completely submission-ready. ### Qualifications (Must-Haves) - Experience: A minimum of 2–3 years of accounting experience, ideally gained within a public practice environment focused on New Zealand or Australian compliance. - Technical Proficiency: Strong working knowledge of annual compliance workflows and confidence in performing complex reconciliations. - Software Skills: Proven proficiency in Xero, Xero Practice Manager, Microsoft Word, and Excel. - Education: Undergraduate/Bachelor’s degree in Accounting or actively working toward a professional accounting qualification ### Preferred Skills & Technologies (Nice-to-Haves) - Previous experience working with CCH and FYI software platforms. - A strong client-service mindset with the ability to build and maintain professional, positive relationships. - High level of accountability, including the ability to manage workload effectively to meet strict deadlines.