This is an 8-month Fixed Term opportunity. The role is responsible for delivering accounting and tax services across the wide range of clients at Perpetual Guardian.
This is an Intermediate Accountant role and involves working closely with others in the business to prepare financial statements and tax returns as well as provide tax advisory support to the front line of our Private Client Services business.
You will be expected to provide advice to clients that may be of a technical nature, particularly as it relates to Will, Estates, Trusts, and estate planning.
About You: Our clients include Estates, Trusts, Charities and individuals, so experience providing accounting and tax services to these types of clients is preferred.
You will be well versed in New Zealand Tax Law with a detailed knowledge of accounting and taxation operations. You will also be a positive and proactive team member with a "can do" attitude.
Application DeadlineJuly 24, 2026DepartmentClient Accounting and TaxEmployment TypeFixed Term - Full TimeLocationAuckland Head OfficeWorkplace typeOnsiteReporting ToAnnie Yang
Key Responsibilities
- Preparation of financial statements and tax returns
- Providing accurate and timely client service
- Building strong relationships
- Managing and answering client queries
- Ensuring compliance with legislation, regulations and company policy
Skills, Knowledge and Expertise
- Knowledge of the New Zealand Tax Accounting practices
- Tertiary qualification in Bachelor of Business/Commerce in Accounting (or equivalent studies)
- 2-4 years’ experience in an accounting role
- Ability to read and interpret financial data
- A positive, self-starter who is capable of working independently and with others
- Ability to communicate clearly and meet tight deadlines
- Ability to pick up new accounting software packages
- A strong sense of client focus with an attention to detail along with an ability to plan and prioritise work
Benefits
- Health and Life Insurance Cover*
- Discounts on company products – including free will!
- Discounts on products and services through commercial business partners
*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 24 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.