Accountant

Accountant, Wealth Management – City

£50,000- £70,000 + benefits

927449

Do you have qualified accountancy experience within financial services? 

Do you hold a professional accounting qualification and have excellent knowledge of accounting regulations, principles and procedures within the investment space?

Are you familiar with preparing tax returns and Personal Self-Assessments for a range of clients?

Do you have a forward thinking, proactive approach and are you comfortable liaising with and advising clients?
Our client is a boutique wealth manager in the heart of the City, looking for a reliable and experienced accounting professional to oversee the Finance and Accounting advisory service for their client base.

What you’ll be doing day to day:

• Preparing tax and VAT returns
• Ad hoc administrative jobs, including registration for HMRC services like PAYE, self-assessment, VAT and company registration
• Assisting with the preparation and maintenance of financial records
• Performing account reconciliations and resolve discrepancies
• Assisting in completing Year-end financial accounts for most business types, including sole proprietors and limited companies
• Assisting in preparing tax returns, including Personal Self-Assessment, Partnership, and CT600 returns
• Liaising with HMRC on clients' behalf and advising clients on any investigations
• Ensuring that all deadlines are met
• Direct client advisory on payroll and VAT matters

The skills you need to bring:

• Professional accounting qualification (e.g., ACA, ACCA, CTA, ATT)
• Proven experience as an Accountant or in a similar role
• Knowledge of accounting principles and regulations
• Strong analytical and problem-solving skills
• Proficiency in accounting software and MS Office
• High level of accuracy and attention to detail
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Ability to manage multiple clients and deadlines
• Proactive approach to improving client services and processes
• Experience with financial reporting and analysis