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Financial Services Accountant

2 months ago

Weybridge, Surrey, United Kingdom Hays PLC Full time
About the Role

We are seeking a qualified Accountant with portfolio management experience to join our team at Hays PLC. As a key member of our accounting practice, you will be responsible for preparing, sending, and submitting accounts and tax returns for our clients, including sole traders, partnerships, and limited companies.

Key Responsibilities
  1. Prepare and submit accounts and tax returns for clients, ensuring accuracy and compliance with regulatory requirements.
  2. Communicate effectively with clients via phone, email, and in-person, including chasing records and providing updates on their accounts.
  3. Onboard new clients and integrate them into your portfolio, including bookkeeping, compliance, and other administrative tasks.
  4. Manage and review audits, ensuring that all financial records are accurate and up-to-date.
  5. Optimize and plan tax efficiency for clients, identifying opportunities to minimize tax liabilities and maximize returns.
  6. Complete, review, and prepare bookkeeping and VAT returns as required.
Requirements
  1. Previous portfolio management experience within an accountancy practice.
  2. Qualified to either ACA/ACCA.
  3. Accountancy practice experience of at least 2 years.
  4. Comfortable working onsite with clients throughout the accounts process.
  5. Hybrid working, flexible working environment.
  6. Close-knit team, social events twice a year.
  7. Pension scheme, private medical, DIS, 25-day holidays + bank hols.