Client Partner - Senior Accountant

About Yovich Advisory

Yovich Advisory Limited is a boutique accounting and business advisory firm located in central Whangārei, Northland, New Zealand. The practice serves local businesses, trusts, and companies with a focus on combining solid accounting and tax knowledge with commercially minded advice to foster long-term client relationships and growth.

Role Overview

We are seeking an experienced Client Partner who embodies a hands-on approach, strong client engagement skills, and ownership of a client portfolio. This role requires a proactive professional capable of managing tasks efficiently, maintaining clear client communication, and contributing to the firm's ongoing growth and operational efficiency. The position is full-time and based in our Whangārei office with semi-flexible weekday hours.

Responsibilities

• Establish and nurture strong client relationships through timely, professional, and clear communication.
• Prepare and review annual financial statements, tax returns, GST, FBT, and other compliance documentation.
• Manage workflows, budgets, and time tracking to ensure timely project delivery and minimize write-offs.
• Identify and pursue advisory opportunities by engaging clients in practical, commercially insightful discussions.
• Develop management reports, cashflow forecasts, and other advisory materials adhering to agreed scope and quality standards.
• Collaborate efficiently with both internal colleagues and external outsourced resources.
• Support team development by sharing knowledge, improving templates and systems, and driving continuous improvement initiatives.

Candidate Profile

• Minimum three years' experience in public practice accounting roles such as Senior Accountant, Client Manager, or Assistant Manager.
• Strong technical expertise in annual accounts preparation, tax compliance, and management reporting.
• Excellent client communication and relationship management capabilities.
• High degree of accuracy and commitment to delivering quality work.
• Proficiency in Xero accounting software.
• Proactive mindset with a focus on ownership, solutions, and follow-through.
• Ability to spot advisory opportunities and effectively communicate these within the team.
• Preferably holds or is working towards a Chartered Accountant (CA) qualification; eligibility or interest in Certified Practising Accountant (CPP) is advantageous but not mandatory.

Work Environment and Development

The role offers the benefit of working in a supportive, values-driven firm that prioritizes people and client outcomes. The practice employs modern technology, workflow automation, and cloud-based systems to enhance efficiency and advisory services. Professional growth is encouraged through mentoring, learning, technical development, and engagement with project and advisory work. Exceptional performers may explore future leadership or equity partnerships aligned with the firm’s values and business goals.

Additional Information

The position is based in Whangārei with full-time onsite working hours Monday through Friday with some flexibility. This is an excellent opportunity for professionals seeking a vibrant lifestyle balance in Northland combined with advanced accounting and advisory responsibilities.