Accountant
- Employer
- Aldrich & Co
- Location
- City of London
- Salary
- £50,000- £70,000 + benefits
- Closing date
- 13 Feb 2025
View more categoriesView less categories
- Category
- Banking and Financial Services
- Contract Type
- Permanent
- Hours
- Full Time
- Job Title
- Accountant
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
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