[Hiring] Intermediate Accountant @D2B

Role Description

As an Intermediate Accountant, you will manage vital New Zealand compliance work, annual financial statements, and periodic tax returns for a diverse portfolio of clients. This is an exceptional opportunity to take ownership of complex workflows, receive high-quality coaching, and directly contribute to the financial success of scaling businesses and progressive investors.

• Scenario Analysis: Evaluate complex residential lending scenarios across a diverse range of client portfolios, including PAYG, self-employed, company, trust, and SMSF applications.
• Financial Assessment: Review and verify tax returns, financial statements, Business Activity Statements (BAS), payslips, and comprehensive supporting documentation.
• Serviceability & Risk Evaluation: Analyze borrowing capacity (servicing), outstanding liabilities, living expenses, and credit histories to identify policy issues, lender risks, and potential submission challenges.
• Strategic Lender Recommendations: Research lender policies and liaise with Business Development Managers (BDMs) to recommend the most suitable lenders based on policy compliance, serviceability, and client goals.
• Loan Structuring & Summaries: Prepare clear, high-quality credit recommendations and scenario summaries for brokers while assisting with structural design and overall submission strategy.
• Quality Assurance: Conduct meticulous pre-submission quality assurance checks, collaborating with the processing team to ensure all files are complete, accurate, and completely submission-ready.

Qualifications

• Experience: A minimum of 4-6 years of accounting experience, ideally gained within a public practice environment focused on New Zealand or Australian compliance.
• Technical Proficiency: Strong working knowledge of annual compliance workflows and confidence in performing complex reconciliations.
• Software Skills: Proven proficiency in Xero, Xero Practice Manager, Microsoft Word, and Excel.
• Education: Undergraduate/Bachelor’s degree in Accounting or actively working toward a professional accounting qualification.

Requirements

• Previous experience working with CCH and FYI software platforms.
• A strong client-service mindset with the ability to build and maintain professional, positive relationships.
• High level of accountability, including the ability to manage workload effectively to meet strict deadlines.

Benefits

• Salary range: PHP 80,000 - 110,000
• Working Hours: Following NZ business hours (Full-time); 5am-2pm PHT
• Work set-up: 100% Remote work under Independent Contractor Agreement
• Holidays: TBD
• Target Start Date: November