Accountant, Wealth Management

  • Salary: £50,000 - £70,000 + benefits
  • Location: City of London
  • Consultant: Philippa Birdwood | 020 7588 8999
  • Reference: 927449
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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

Posted date: 3 Oct 2024

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