Intermediate or Senior Accountant

Ko wai mātou | About us

At Public Trust we're all about empowering New Zealanders to build and protect their legacies and we do that through our incredible team of people.

As New Zealand's largest and most experienced trustee services organisation, we've been helping Kiwi to build and protect their legacies since 1873 through specialist advice and care across a range of estate management, trust, charities and investment services.

Take a look at our website and You Tube videos to find out more about us!

Ko te tūranga mahi | About the role

As a Senior Accountant at Public Trust, you will play a pivotal role in safeguarding the legacies of New Zealanders by providing expert accounting and tax services for Estates, Trusts, PA/PPPRs, and Charities. You will collaborate with Trustees to deliver professional services and exceptional customer experiences. Your expertise will also help develop and mentor other accountants within the team. This role involves preparing financial accounts, offering technical tax advice, and ensuring compliance with relevant legislation.

Ko wai koe | About you

You are a self-motivated, detail-oriented professional with extensive experience in handling accounting and tax matters. You thrive on challenges and are a natural problem solver. Your strong communication skills enable you to build effective relationships with stakeholders.

• You hold a tertiary qualification in accountancy, taxation, commerce, or a related field.
• You are possibly a chartered accountant
• It would be great if you had experience in Trust accounting
• You excel at prioritising tasks and meeting targets
• Your interpersonal skills are strong, allowing you to build professional relationships
• You have experience in Tier 3 & above charity accounting.
• Ability to train, mentor, and motivate others.

He aha te ahua o te angitū | What does success look like

Success as a Senior Accountant means providing accurate and understandable technical guidance to Trustees, completing complex accounting calculations for distributions, and meeting or exceeding service level agreements (SLAs). You will respond to queries promptly, build positive relationships with internal and external partners, share your knowledge with colleagues, and deliver efficient services to customers.

• You provide professional accounting and tax advice to Trustees
• You complete complex accounting deficiency calculations for distributions
• You meet or exceed SLA when completing job referrals
• You share knowledge and provide support to accountants
• You deliver efficient and effective services for customers
• You capture learnings to inform improvements in accounting practices
• You achieve or exceed weekly targets
• You are a collaborative and supportive team member

Ngā āhuatanga kei a mātou | What we offer

At Public Trust, we have a strong sense of purpose and shared values that puts people at the heart of everything. We offer an inclusive, flexible and collaborative work environment, underpinned by our culture of care.

Our people love that they're making an impact for our customers, communities and New Zealand. You'll have access to a competitive salary and ongoing development opportunities, and we offer a range of great benefits, including;

• Learning and development You will have opportunities to build your career, access to continuous learning and development, and the option to undertake paid study.
• Leadership development We offer a leadership development programme for those in people leader roles.
• Wellbeing Our award-winning wellbeing programme provides access to a variety of wellbeing experiences
• Birthday Leave Take a paid day off for your birthday!
• Protecting what matters most You can get your will and enduring power of attorney sorted for free.

At Public Trust, you'll have the chance to make a real difference in the lives of New Zealanders by helping them build and protect their legacies. 

How to apply 

If you're interested in joining our team, apply online now!  To be considered for this position, you must have the legal right to live and work in New Zealand.