Graduate Client Accountant

The Graduate Client Accountant contributes to the delivery of high‑quality accounting and taxation services to our clients within the Client Accounting and Tax team. The role supports Client Managers, Estate Managers, and other internal stakeholders by preparing financial statements, taxation returns, and providing technical information related to trust and estate accounting.

This position offers the opportunity to develop specialist knowledge in trust structures, personal client accounting, and compliance frameworks while working alongside experienced professionals in a supportive environment.

DepartmentClient Accounting and TaxEmployment TypePermanent - Full TimeLocationAuckland Head OfficeWorkplace typeOnsiteReporting ToMichael Walker

Key Responsibilities

The primary responsibilities of the role include:

• Preparing financial statements and tax returns for allocated clients
• Managing personal workflow using the team scheduling system to ensure agreed timeframes are met
• Interpreting trust deeds, Wills, agency agreements, and other documentation to ensure accurate accounting treatment
• Applying relevant legislation, including the Trustees Act, Administration Act, and Income Tax Act, during the preparation of accounts
• Assessing beneficiary entitlements and distinguishing between capital and income distributions
• Supporting the administration of charitable trusts, including compliance with Charities Services requirements
• Understanding investment structures such as equities, financial arrangements, PIEs, and the FIF regime
• Assisting Client Managers by providing clear, accurate information for client queries
• Responding to accounting and tax‑related enquiries in a professional and timely manner

Skills, Knowledge & Expertise

• Bachelor of Business/Commerce majoring in Accounting, or equivalent qualification
• Strong attention to detail and the ability to interpret financial information
• Proficiency in Microsoft Word and Excel (intermediate to advanced)
• Ability to learn new accounting software systems, experience using Xero preferred
• Strong written and verbal communication skills
• Ability to manage deadlines and work independently
• Sound financial acumen and the ability to apply technical knowledge
• Strong problem‑solving skills and the ability to manage complexity
• Collaboration and interpersonal effectiveness across diverse teams

Job 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.

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.