Senior Client Manager

About Go Accounting

Go Accounting is a modern, award-winning accounting firm based in Nelson, New Zealand. We operate fully cloud-based, leveraging Xero and innovative technology to deliver advisory and compliance services year-round. Our approach focuses on partnering closely with clients to help build smarter and better businesses through Business Coaching, Planning, Management Accounting, and Mentoring.

Role Overview

We are seeking a Senior Client Manager to manage a portfolio of business clients and foster long-term trusting relationships. This senior position requires someone who understands business beyond the numbers and can engage meaningfully with clients throughout the year. The role includes ownership of client relationships with support from Principals and the team as needed.

Responsibilities

• Manage a portfolio of business clients, guiding them with accounting, compliance, and advisory services.
• Build strong client relationships and act as a trusted business adviser.
• Review annual financial statements, tax returns, and compliance work ensuring accuracy and timeliness.
• Provide proactive advice on accounting and taxation matters.
• Lead client meetings and conduct annual financial reviews.
• Help clients comprehend their financial information and make informed business decisions.
• Identify value-added opportunities beyond basic compliance.
• Manage workflow, meet deadlines, and set client expectations effectively.
• Oversee and support junior and intermediate accountants by reviewing their work.
• Collaborate with Principals on complex client issues and advisory projects.

Candidate Profile

The ideal candidate has at least 5 years of experience in a New Zealand accounting practice and is prepared to take ownership of client engagements. This person may currently be a Senior Client Manager or an experienced Senior Accountant/Assistant Manager ready for progression.

• Strong knowledge of New Zealand accounting standards and taxation.
• Experience in managing business clients directly.
• Exceptional communication and interpersonal skills.
• Confidence in leading client meetings and discussing complex topics clearly.
• Ability to explain accounting and tax issues in accessible language.
• Excellent organizational and time management abilities.
• A proactive mindset, anticipating client needs without prompt.
• Familiarity with Xero and other cloud-based accounting tools.
• Interest in mentoring and growing team members.

Possession or progress towards CA/CPA qualification is advantageous.

Why Join Go Accounting?

• Authentic opportunities for career growth without limits.
• Flexible and modern work environment.
• Autonomy and ownership over your client portfolio.
• Diverse exposure beyond compliance including advisory and business coaching.
• Continuous professional development and training.
• Advanced cloud-based systems and technology.
• Work flexibility in location and methods.
• A collaborative and supportive team culture.
• Chance to influence and shape your role as we grow.

Core Values

• Pro-Active: Going beyond expectations consistently.
• Empathy: Understanding and respecting individual client and team needs.
• Family First: Prioritizing important life commitments.
• Fun-Loving: Enjoying the work we do.
• Congruency: Aligning words with actions.

Additional Information

Applicants must have New Zealand residency or a valid New Zealand work visa. Interested candidates uncertain about the fit are encouraged to have a confidential discussion. All applications and enquiries are handled with strict confidentiality.