Wealth Management Accountant — Tax & Client Advisory

Aldrich & Co.; City Of London; On-site; GBP 50,000 - 70,000; Full time

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

Flexible working hours

Professional development opportunities

Health insurance

Pension scheme

Annual bonus

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

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

Proven experience as an Accountant

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

Experience with financial reporting and analysis

Education

Professional accounting qualification

Tools

Accounting software

MS Office

Job description

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.