About the Company: Our client is a dynamic and thriving Independent Financial Adviser (IFA) Practice with a strong commitment to providing top-tier financial services. We are currently seeking a motivated and detail-oriented individual to join our finance department as a Tax Accountant Assistant.
Role Overview: As a Tax Accountant Assistant, you will work alongside the existing accounts team, playing a crucial role in our client's finance department, focusing on the preparation of financial documents such as Self-Assessment tax returns for individuals and companies, Management Accounts, and other related procedures. You will receive comprehensive training and study support, with the ultimate goal of becoming a Chartered Tax Adviser.
Key Responsibilities:
Preparation of monthly management accounts
Compilation of statutory accounts
Completion of Self-Assessment tax returns
Submission of Limited Company Tax Returns
Reconciliation of commission statements
Invoicing and Credit Control activities
Administration of long lease properties (preparing accounts, issuing maintenance and ground rent invoices)
Analysis and reconciliation of expenses and receipts
Generation of Key Performance Indicators (KPIs) for the company and advisers
Production of documents/KPIs for regulatory returns
Provision of treasurer services to local charities
Qualifications and Skills:
Qualified or part-qualified accountant
Part ACCA/ACA
Experience in dealing with Personal Tax
Highly organized with efficient time management and the ability to prioritize workloads.
Excellent communication skills, both verbal and written
Ability to work independently and collaboratively as part of a team.
Computer literate, with advanced proficiency in Excel, Word, and Outlook
Strong attention to detail
Previous experience with Xero is preferred but not essential.
Benefits:
Competitive salary
Comprehensive training and study support
Opportunities for career development
Positive and collaborative working environment
This is an excellent opportunity for a Tax Accountant Assistant who is looking to progress their career in an Accounts role, with the full support both financially and professional to become a Chartered Tax Accountant. Please submit your resume and cover letter to bm@bdmrecruitment.co.uk.