Accountant

Aldrich & Company Limited; London; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading boutique wealth manager in London's financial district is seeking a qualified Accountant to manage finance and accounting advisory services. The successful candidate will prepare tax returns, liaise with HMRC, and ensure compliance with accounting regulations. This role demands attention to detail, strong analytical skills, and the ability to handle multiple clients effectively.

Qualifications

• Qualified accountant with proven experience in financial services.
• Strong knowledge of accounting principles and regulations.
• Ability to prepare financial records and tax returns.

Responsibilities

• Prepare tax and VAT returns for various clients.
• Assist in maintaining financial records and account reconciliations.
• Advise clients and liaise with HMRC on tax matters.

Skills

Analytical skills

Problem-solving skills

Communication skills

Interpersonal skills

Attention to detail

Education

Professional accounting qualification (e.g., ACA, ACCA, CTA, ATT)

Tools

Accounting software

MS Office

Job description

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