Client Solutions Expert, Auckland
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Robert Half

Client Solutions Expert

  • Posted Today
  • Hybrid
  • Full Time

$90  -  $110 k/yr

Auckland

Job Description

The Company

One of New Zealand's leading fintech companies, Tax Traders' purpose is to improve equity in the tax payment space so that all businesses can access the benefits that a complex tax system can provide. Our expertise is in using technology to innovate how tax is managed and paid. We do this by providing fully flexible tax payment options for businesses and smart provisional tax tools to accountants to radically improve their workflow.


Our dream is to see businesses flourish and grow so they can be a redemptive force in our world, improving outcomes for individuals, families, and their wider communities. We long to see businesses leading with purpose, placing people first and helping solve the problems our world faces. We long to be a place of healing, joy, and deep satisfaction. We seek to lead with purpose, placing people first and contributing what we can to solve the problems our world faces.


As a proud BCorp, every decision we make as a business reflects our commitment to an inclusive, equitable and regenerative economic system. We were founded on the belief that a tax system should be fair, transparent, and accessible where the benefits and opportunities of that tax system are available to every taxpayer, and not just a select few. We want to play our part in an economy that works for all people as well as the planet.


We are looking for a Client Solutions Expert to join our team and become a trusted partner to accountants and corporate clients across New Zealand.


The Opportunity

This is a role for someone who genuinely enjoys helping people.

You will be the person clients turn to when they need answers, guidance, or solutions. One conversation might involve helping a client navigate our platform, while the next could see you working through a complex tax-related query, preparing a quote, or partnering with teams across the business to resolve an issue.

You will combine relationship-building, problem-solving, and commercial thinking to deliver an experience that keeps clients coming back.


What You Will Be Doing

  • Providing exceptional support to accountants and direct taxpayers via phone and email.
  • Resolving client enquiries and delivering practical solutions.
  • Preparing accurate quotes and guiding clients through available options.
  • Building trusted, long-term relationships with clients across New Zealand.
  • Supporting client education, training and platform adoption.
  • Working closely with Technology, Operations and Sale and Marketing teams.
  • Identifying opportunities to improve processes, systems and client experiences.
  • Acting as a strong advocate for our clients and ensuring their voices are heard.

About You

  • Experience in a client-facing role within financial services, fintech, professional services, or a similarly complex environment.
  • The ability to build trust and strong relationships quickly.
  • Confidence explaining complex concepts in a simple and engaging way.
  • Strong problem-solving skills and a solutions-focused mindset.
  • Excellent organisation and attention to detail.
  • Confidence using technology and learning new systems.
  • A genuine desire to help people and contribute to a high-performing team.

Most importantly, you will align with our DNA. You will lead with integrity, put people first, generously share your knowledge and support others, bring a positive attitude to the work you do, and be willing to challenge the status quo in pursuit of better outcomes for our clients and colleagues.


Why Tax Traders?

Because work should be more than just a job.


Here, you'll be trusted to make an impact, encouraged to bring new ideas to the table, and supported by people who genuinely want to see you succeed. You'll tackle meaningful challenges, build strong relationships, and play a part in helping clients achieve better outcomes.


If you're looking for a business where you can grow, contribute, and belong, Tax Traders could be the place for you.

Apply now and help us make tax simpler for everyone.


Apply Today

Please submit your CV in Microsoft Word format by clicking Apply Now.

For a confidential discussion, contact Megan Alexander or Tanya Beets at Robert Half Auckland on 09-915-6700

Reference Number:06900-0013441517

By clicking 'apply', you give your express consent that Robert Half may use your personal information to process your job application and to contact you from time to time for future employment opportunities. For further information on how Robert Half processes your personal information and how to access and correct your information, please read the Robert Half privacy notice: https://www.roberthalf.co.nz/privacy-statement. Please do not submit any sensitive personal data to us in your resume (such as government ID numbers, ethnicity, gender, religion, marital status or trade union membership) as we do not collect your sensitive personal data at this time.

Culture

  • 🌈 Rainbow Tick
  • 📚 Cultural Competency Training
  • 🌿 Indigenous Rights
  • 🧠 Neurodiverse
  • 🏃 Women Leadership
  • 🌏 Sustainability Policy
  • 🤲 Volunteering
  • 💝 Charitable
  • 🙌 Community Focused
  • 🌐 INZ Accredited Employer
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Job Schedule

  • Monday to Friday

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