Overview
This role supports a Chartered Accounting and Advisory firm based in New Zealand by producing accurate, review-ready accounting and compliance work for a portfolio of clients. Work will be delivered within an offshore accounting pod, collaborating closely with Senior Accountants and Accounting Managers to enable onshore teams to focus on client advice and strategic support.
Responsibilities
Compliance Production
- Prepare GST returns accurately and on time for designated clients, including supporting reconciliations and GST workpapers.
- Maintain client ledgers accurately, including bank reconciliations, balance sheet reconciliations, coding integrity, journals, and preparation to trial balance.
- Prepare interim and annual accounts/workpapers to a review-ready standard (including all schedules, reconciliations, fixed asset support, accruals/prepayments, etc.).
- Support income tax return preparation by compiling supporting schedules and required information (companies, individuals, trusts, partnerships) as directed by the Senior Accountant.
- Record, verify, consolidate, and enter financial transactions to maintain the integrity of accounting information.
- Work within RightWay templates and checklists to ensure files can be reviewed quickly and consistently.
Pod Support & Communication
- Escalate issues early, including missing data, unclear treatment, time budget risk, or technical uncertainty.
- Ask for help when needed and provide clear summaries of what’s been done and where you’re stuck.
- Draft concise queries for clients (where requested) and assist with follow-ups through approved channels and templates.
- Maintain clear notes for the reviewer, including assumptions, judgement calls, items to confirm, and next steps.
Internal Processes, Controls, and Information Security
- Follow client workflows, naming conventions, workpaper standards, and quality checklists.
- Maintain accurate and up-to-date timesheets and job/time records.
- Protect confidentiality and comply with security requirements (client data handling, access control, secure storage, approved tools only).
- Participate in team meetings, training, and continuous improvement initiatives.
Personal and Professional Development
- Take ownership of learning New Zealand compliance work (GST, financial statement preparation, workpaper standards, and basic NZ tax concepts as relevant to the role).
- Apply feedback from Seniors/Managers and demonstrate month-on-month improvement.
- Build efficiency by learning recurring client patterns, using templates effectively, and developing shortcuts that improve turnaround without reducing quality.
Requirements
- Bachelor’s degree in accountancy, Accounting Technology, or equivalent.
- 2+ years’ experience in public practice, shared services, or outsourcing/BPO accounting.
- Experience with cloud accounting software (Xero preferred) and Excel (intermediate).
- Exposure to NZ accounting or tax compliance.
- Willingness to work required NZ business-hour overlap as agreed (for pod collaboration and handovers).
- Strong accounting fundamentals, including reconciliations, trial balance preparation, and financial statement basics.
- High attention to detail and commitment to accuracy.
- Able to work at pace while maintaining quality (production mindset).
- Motivated to learn and contribute; coachable and receptive to feedback.
- Comfortable escalating early and asking questions when unsure.
- Clear written communication (internal; and some external/client communication where required).
- Reliable time management; able to meet deadlines and time budgets.
- Team-oriented approach and ability to work effectively in a remote/offshore collaboration model with NZ teams.
Preferred Qualifications
- Experience preparing GST returns, interim/annual accounts/workpapers, and supporting schedules for income tax returns.
- Familiarity with RightWay templates and checklists.
Compensation & Benefits
Location
- Open to Philippine citizens currently based in the Philippines.