Lead Financial Consultant

3 weeks ago


Hatfield, Hertfordshire, United Kingdom WH Finance Ltd Full time
About the Role

WH Finance Ltd is seeking a Lead Financial Consultant to join our dynamic team. This position offers the opportunity to work within a contemporary financial services firm that provides:

  • Flexible hybrid working arrangements
  • Unlimited paid time off
  • Profit-sharing opportunities
  • Ongoing professional development
Key Responsibilities

In this role, you will:

  • Finalize financial statements and corporate tax submissions.
  • Prepare quarterly financial reports with detailed analysis.
  • Simplify complex financial concepts for client understanding.
  • Onboard new clients and clarify tax regulations and options.
  • Engage in proactive tax strategy discussions and assess higher rate forecasts.
Qualifications

The ideal candidate will possess:

  • Part-Qualified, Qualified, or QBE (ACA, ACCA, ICAEW)
  • Extensive knowledge of VAT, personal taxation, corporate taxation, and limited company financials.
  • Experience with technology and customer relationship management systems.
  • Proficiency in Xero is essential; familiarity with Freeagent and TaxCalc is advantageous.
  • A strong attention to detail, excellent time management skills, and experience mentoring junior team members.
  • A proactive approach to exploring additional services and solutions to enhance client value and support their business growth.


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