Senior Accountant / Client Manager

Ready to take the next step in your accounting career?

We are looking for a Senior Accountant / Client Manager to take ownership of an established client portfolio and play an integral role in helping our clients and team thrive.

This opportunity has arisen as one of our valued team members moves on to the next chapter in their career, creating the chance for a new team member to step into a well-established role within our growing firm.

At Copilot Accounting , we’re not your traditional accounting firm. We’re a forward‑thinking, people‑first team based in Cambridge , combining modern cloud‑based technology with genuine care for our clients and our people.

About the role

You will step into a well‑supported position with long‑standing client relationships already in place, managing a premium portfolio of clients.

As part of a collaborative, high‑performing team, you will manage the full range of accounting, compliance, and tax responsibilities, while being trusted to manage your workflow, build strong relationships, and deliver outstanding results for clients.

Day to day, you will :

• Prepare and review financial statements, GST and tax returns
• Oversee client compliance and reporting deadlines
• Provide practical accounting support and guidance
• Manage a portfolio of clients and build lasting relationships
• Work closely with your team to maintain high‑quality service standards

This role suits an experienced accountant with at least 5+ years’ experience in a New Zealand CA environment.

If you enjoy taking ownership, working with purpose, and being part of a team that genuinely supports one another, this is for you.

Why Copilot Accounting?

Our purpose is simple, to create mind, time, and financial freedom for business owners and their families.

But we extend that same philosophy to our people. We want you to feel supported, valued, and confident that your career is moving forward in the right environment.

At Copilot, our culture is built on five core values :

Lead. Team. Balance. Passion. Grow.

They shape the way we work, support each other, and make a difference for our clients every day.

What’s in it for you

We offer a modern, flexible workplace where your experience is recognised, your input matters, and your wellbeing is a priority.

Here’s what you can expect :

We are proud to have built a workplace where people genuinely enjoy coming to work, a team that’s friendly, grounded, and motivated by helping each other succeed.

What you’ll bring

To apply

To express interest in this opportunity, please include your current resume along with a covering letter detailing why this position appeals, and what Copilot Accounting core value resonates most with you. Alternatively, please contact us directly for more information.

All applications will be treated as highly confidential.

We look forward to receiving your application.

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Sales and Business Development

Industries

Accounting

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