Charity Accountant

TPF Recruitment; Leatherhead; On-site; GBP 42,000 - 58,000; Full time

Benefits offered by this job

Full study support

Technical training

Career progression

Comprehensive benefits

Job summary

TPF Recruitment is seeking a Charity Accountant for a growing Surrey-based accountancy practice. The role covers accounts preparation, bookkeeping, tax compliance, financial administration and advisory work for charities, foundations, and charitable trusts.

You will work closely with charity trustees, finance teams and advisers, gaining exposure to governance and regulatory compliance while developing specialist charity accounting knowledge. AAT/ACA/ACCA pathways supported with study options.

Qualifications

• AAT qualified or studying towards ACA/ACCA; relevant practical experience will be considered
• Experience in an accountancy practice, finance or bookkeeping environment
• Good understanding of double-entry bookkeeping and accounts preparation
• Experience using Xero and cloud accounting software
• Good Excel and Microsoft 365 skills
• Strong attention to detail and accuracy
• Excellent organisational skills and ability to manage multiple deadlines
• Confident communicator with good written and verbal communication skills
• Charity accounting experience advantageous but not essential
• Knowledge of FRS 102 and Charity SORP beneficial
• Experience with charity tax returns and Gift Aid claims advantageous
• Genuine interest in developing specialist knowledge within charity and not-for-profit sector

Responsibilities

• Preparing statutory accounts for charities and charitable companies under FRS 102 and Charity SORP
• Assisting with accounts for charitable trusts and associated entities
• Supporting independent examinations and external audits
• Preparing management accounts and financial reports for trustees
• Managing day-to-day financial administration for a portfolio of charity clients
• Liaising with trustees, finance teams, professional advisers and regulators
• Assisting with Charity Commission filings and annual returns
• Preparing charity tax returns and Gift Aid claims
• Assisting with HMRC correspondence, VAT and other charity tax matters
• Maintaining accounting records using Xero and other cloud accounting software
• Bank, investment and control account reconciliations
• Bookkeeping, transaction processing and general financial administration
• Assisting with ad hoc projects and technical research
• Building strong client relationships and delivering high standard of client service

Skills

Attention to detail

Organisational skills

Communication skills

Problem solving

Education

AAT qualified or ACA/ACCA in progress

Tools

Xero

Excel

Microsoft 365

Job description

Job Opportunity: Charity Accountant

Location: Surrey

Employment Type: Permanent, Full Time

Sector: Accountancy Practice / Charity Services

TPF Recruitment, the leading accountancy practice recruiters in the South, are delighted to be supporting a growing and well established accountancy practice with the recruitment of a Charity Accountant to join their expanding specialist Charity Services team.

This is an excellent opportunity for an experienced accounts or bookkeeping professional who is looking to develop a specialist career working with charities, foundations, charitable trusts and philanthropic organisations.

You will work closely with charity trustees, finance teams, investment managers and professional advisers, gaining exposure to a diverse portfolio of clients while developing specialist knowledge across charity accounting, governance and regulatory compliance.

Role

As a Charity Accountant, you will support a varied portfolio of charity clients across accounts preparation, bookkeeping, tax compliance, financial administration and advisory work.

Key Responsibilities

• Preparing statutory accounts for charities and charitable companies under FRS 102 and the Charity SORP
• Assisting with accounts for charitable trusts and associated entities
• Supporting independent examinations and external audits
• Preparing management accounts and financial reports for trustees
• Managing day to day financial administration for a portfolio of charity clients
• Liaising with trustees, finance teams, professional advisers and regulators
• Assisting with Charity Commission filings and annual returns
• Preparing charity tax returns and Gift Aid claims
• Assisting with HMRC correspondence, VAT and other charity tax matters
• Maintaining accounting records using Xero and other cloud accounting software
• Bank, investment and control account reconciliations
• Bookkeeping, transaction processing and general financial administration
• Assisting with ad hoc projects and technical research
• Building strong client relationships and delivering a high standard of client service

Requirements

The Ideal Candidate

• AAT qualified or studying towards ACA/ACCA, although relevant practical experience will also be considered
• Previous experience within an accountancy practice, finance or bookkeeping environment
• Good understanding of double entry bookkeeping and accounts preparation
• Experience using Xero and cloud accounting software
• Good Excel and Microsoft 365 skills
• Strong attention to detail and accuracy
• Excellent organisational skills and ability to manage multiple deadlines
• Confident communicator with good written and verbal communication skills
• Previous charity accounting experience would be advantageous but is not essential
• Knowledge of FRS 102 and the Charity SORP would be beneficial
• Experience with charity tax returns and Gift Aid claims would be advantageous
• Genuine interest in developing specialist knowledge within the charity and not for profit sector

Benefits

• Competitive salary based on experience
• Full study support towards professional qualifications
• Ongoing technical training and mentoring
• Exposure to a diverse portfolio of charities, foundations and trusts
• Opportunity to develop specialist expertise within the charity sector
• Clear career development and progression opportunities
• Comprehensive benefits package
• Supportive and collaborative working environment
• Opportunity to contribute to the growth of a specialist Charity Services team

If you are an ambitious accounts professional looking to develop a career within a specialist area of accountancy, this could be an excellent opportunity to join a growing team and build valuable sector expertise.