Accountant, Wealth Management – City£50,000- £70,000 + benefits 927421Do 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 returnsAd hoc administrative jobs, including registration for HMRC services like PAYE, self-assessment, VAT and company registrationAssisting with the preparation and maintenance of financial recordsPerforming account reconciliations and resolve discrepanciesAssisting in completing Year-end financial accounts for most business types, including sole proprietors and limited companiesAssisting in preparing tax returns, including Personal Self-Assessment, Partnership, and CT600 returnsLiaising with HMRC on clients' behalf and advising clients on any investigationsEnsuring that all deadlines are metDirect client advisory on payroll and VAT mattersThe skills you need to bring:Professional accounting qualification (e.g., ACA, ACCA, CTA, ATT)Proven experience as an Accountant or in a similar roleKnowledge of accounting principles and regulationsStrong analytical and problem-solving skillsProficiency in accounting software and MS OfficeHigh level of accuracy and attention to detailExcellent communication and interpersonal skillsAbility to work independently and as part of a teamAbility to manage multiple clients and deadlinesProactive approach to improving client services and processesExperience with financial reporting and analysis