Workflow Manager - Auckland CBD

Only for registered members Auckland CBD, New Zealand

1 month ago

Default job background
Think of this role as the glue between new clients the accounting team and the systems that hold everything together. You'll be managing the full onboarding process collecting info guiding clients through setup keeping everything clean and compliant Owning client data across XPM FYI Practice Ignition and IRD Setting up jobs managing workflows and keeping the workflow running smoothly Sending engagement letters and proposals Helping clients feel supported and looked after Spotting gaps improving processes as you go Driving continuous improvements offering additional service to clients Benefits Flexible hours CBD office with stunning views Down to earth genuine partners team culture Start ASAP or in the new year close to cafes ferry public transport To be successful We are on ,the lookout for someone who has worked inside an Accounting Practice gets the rhythm deadlines data accuracy important touch points tidy systems You enjoy structure problem solving making processes more efficient Organised friendly confident talking both clients wider team Will love this role if take pride in keeping workflows tidy track Enjoy supporting both clients internal teams Naturally detail focused proactive Want part of genuinely supportive modern practice values continuous improvement The Company My client is well established people first accounting practice that prides itself delivering seamless experience for clients from day one If ready join firm appreciates your experience gives space make role own I d love chat If sounds like kind role environment team at Fred would love hear from you please apply get confidential chat today
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