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Accountant, Wealth Management
Aldrich & Co.
City Of London
On-site
GBP 50,000 - 70,000
Full time
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Job summary
An established industry player in wealth management seeks a reliable accounting professional to oversee their Finance and Accounting advisory service. This role involves preparing tax returns, managing VAT submissions, and ensuring compliance with accounting regulations. The ideal candidate will possess a professional accounting qualification and have proven experience in the financial services sector. With a proactive approach and excellent communication skills, you will work closely with clients to provide tailored advice and support. Join a dynamic team in a boutique environment where your expertise will make a significant impact on client success and satisfaction.
Benefits
Qualifications
- Qualified accountant with experience in financial services.
- Strong knowledge of accounting regulations and principles.
Responsibilities
- Prepare tax and VAT returns for clients.
- Assist in maintaining financial records and account reconciliations.
- Liaise with HMRC and advise clients on investigations.
Skills
Education
Tools
Job description
Salary: £50,000 - £70,000
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.
- 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 resolving 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
- 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
+ benefits
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