Aat Finance Manager

3 weeks ago


Poole, Poole, United Kingdom RIF Investments Limited Full time

Finance Manager (Part-Time, Hybrid)

Location: Flexible (ideally minimum 2 days in office)
Hours: 25 hours per week, Flexible, with scope to increase if desired.

Salary: £50,000 - £70,000 (pro rata) depending on experience
Reports to: CEO

Overview

We are seeking a detail-oriented and proactive Finance Manager to support a high net worth individual (UHNWI) with multiple businesses. This hybrid role offers the flexibility of working from home while requiring a minimum of two days per week in the office. The ideal candidate will have AAT and ATT accounting qualifications, as well as expertise in personal and corporate tax planning and optimization (ACA/ACCA/CIMA/CTA desired but not essential).

This is an opportunity to work closely with a high net worth individual and their businesses. As a Finance Manager, you will be responsible for maintaining smaller and embryonic businesses and supporting their transition to a dedicated team as appropriate. You may also be involved in due diligence in potential corporate transactions/acquisitions.

Responsibilities

Tax Compliance and Reporting

  • Act as the internal expert on tax planning, compliance, and administration, continuously exploring tax optimisation strategies against on-going business operations.
  • Prepare VAT returns and ensure compliance with tax regulations.
  • Arrange payments for PAYE, NEST, and other obligations.

Embryonic/Small Business Accounting:

  • Check and update bank records and payments.
  • Process supplier payments and handle supplier queries.
  • Post invoices and manage customer queries.
  • Create sales orders and prepare commercial invoices and shipment documents.
  • Complete month-end tasks including bank reconciliations, asset management, prepayments, and expense tracking.
  • Provide year-end support as needed.
  • Conduct stock takes
  • Arrange shipments and address related queries.
  • Preparing commercial invoices and shipment documents

Requirements

  • AAT and ATT accounting qualifications (essential) ACA/ACCA/CIMA/CTA (desirable).
  • Strong knowledge of tax planning and tax optimisation (essential).
  • Experience in managing finances for multiple businesses is preferred.
  • Proficiency in accounting software and tools, ideally Netsuite.
  • Excellent organisational and communication skills.
  • Ability to work independently and as part of a larger accounting team.


  • Poole, Poole, United Kingdom Hays Senior Finance Full time

    Job Overview:A forward-thinking accountancy practice in Poole seeks a skilled Senior Accountant to manage and service a portfolio of clients to an excellent standard. Key responsibilities include handling inbound queries, delivering great client service, and providing advice and support in corporate and personal tax planning.Requirements:ACCA/ACA/AAT...


  • Poole, Poole, United Kingdom Hays Senior Finance Full time

    A forward-thinking accountancy practice in Poole is seeking a cornerstone hire to manage and service a portfolio of clients to an excellent standard.Key Responsibilities:Managing a portfolio of clients to an excellent standardHandling inbound queries from clients and delivering great client serviceProviding advice and support to clients in relation to...

  • Senior Accountant

    4 weeks ago


    Poole, Poole, United Kingdom Hays Senior Finance Full time

    Job SummaryHays Senior Finance is seeking a qualified accountant to manage a portfolio of Limited Company clients from various industries. The ideal candidate will have a strong background in accountancy practice and be able to train and nurture junior staff.Key ResponsibilitiesManage the day-to-day affairs of a varied portfolio of Limited Company...


  • Poole, Poole, United Kingdom Hays Senior Finance Full time

    Hays Senior Finance is seeking a highly skilled and experienced Financial Portfolio Manager to join their accounts team. As a qualified accountant, you will be responsible for managing the day-to-day affairs of a diverse portfolio of Limited Company clients across various industries.This role offers an exciting opportunity to develop your skills and...

  • Finance Graduate

    4 days ago


    Poole, Poole, United Kingdom Yunex Traffic Full time

    About the RoleWe are seeking a highly motivated and ambitious Graduate Accountant to join our Finance team at Yunex Traffic. As a Graduate Accountant, you will be responsible for supporting the day-to-day financial activities of the business, including financial reporting, budgeting, and forecasting.Key ResponsibilitiesProvide financial support to the...


  • Poole, Poole, United Kingdom beBee Professionals Full time £45,000 - £65,000

    beBee Professionals is seeking a Corporate Finance Director to lead our finance team in the UK. The ideal candidate will have a strong background in corporate finance, with excellent leadership and communication skills.Key Responsibilities:Develop and implement financial strategies to drive business growth and improve financial performance.Oversee financial...


  • Poole, Poole, United Kingdom Hays Senior Finance Full time

    About the Role:Hays Senior Finance is looking for an experienced Audit Senior to join our team. As an Audit Senior, you will be responsible for planning and completing audit assignments, ensuring audit files have appropriate documentation, and preparing statutory financial statements.Responsibilities:Complete audit fieldwork and substantive and analytical...

  • Finance Director

    2 weeks ago


    Poole, Poole, United Kingdom Compleat Food Group Full time

    About the Role:The Compleat Food Group is seeking an experienced Finance Manager to join our site leadership team, providing support during the next phase of growth. This is a key role within our site, driving sustainable margin improvement and cost reduction projects.Responsibilities:Manage and oversee the site financial performance, while continuously...


  • Poole, Poole, United Kingdom Yunex Traffic Full time

    Unlock Your Potential in Finance with Yunex TrafficAre you an ambitious and forward-thinking undergraduate looking to take your career to the next level? We are seeking a talented individual to join our Finance team as a 12-month intern on our Intern Development Programme.At Yunex Traffic, we design, market, manufacture, install, and maintain international...

  • Business Analyst

    6 days ago


    Poole, Poole, United Kingdom Yunex Traffic Full time

    Unlock Your Potential with Yunex TrafficWe are seeking a highly motivated and detail-oriented Business Analyst - Finance to join our dynamic team in Poole, Dorset.About the Role:Assist in financial planning and performance data analysis using Microsoft Applications (Excel) and SAP.Support key business teams, including Credit Control, Sales Management,...


  • Poole, Poole, United Kingdom Michael Page UK Full time

    Senior Finance Business PartnerDeliver a comprehensive senior finance business partnering service to various stakeholders across the organisation. Foster collaboration with departments to enhance the impact and understanding of financial reporting and analysis on organisational performance. Drive analysis and deliver insight that links financial reports to...


  • Poole, Poole, United Kingdom Hays Senior Finance Full time

    At Hays Senior Finance, we are seeking a highly motivated Tax Senior to join our team. As a Tax Senior, you will be responsible for delivering high-quality tax services to our clients, including reviewing tax returns and computations, and ensuring the efficient and risk-managed delivery of these services.Key responsibilities include:Providing expert tax...

  • Graduate Accountant

    3 weeks ago


    Poole, Poole, United Kingdom Yunex Traffic Full time

    Unlock Your Potential in Finance at Yunex TrafficAre you an ambitious and inquisitive individual looking to launch your career in finance? Our Graduate Accountant role offers a unique opportunity to develop your skills and knowledge in a dynamic and forward-thinking company like Yunex Traffic. As a Graduate Accountant, you will be part of our Finance team,...


  • Poole, Poole, United Kingdom St Barts Finance Full time

    Join St Barts FinanceAbout Us:We are a leading Financial Advice business, established in 2009. With offices in various locations and a client base across the country, we pride ourselves on high street branches and agency branches of a national Building Society.We are part of The Openwork Partnership, one of the largest financial services networks in the UK....


  • Poole, Poole, United Kingdom Yunex Traffic Full time

    Unlock Your Potential as a Finance Intern at Yunex TrafficAre you a forward-thinking and aspiring undergraduate eager to take your next steps in your career? Yunex Traffic is seeking talented individuals to join our Finance team on a 12-month internship contract as part of our Intern Development Programme.As our cities become increasingly complex, Yunex...


  • Poole, Poole, United Kingdom Tricuro Full time

    About This RoleTricuro is seeking an accomplished Executive Finance Director to drive financial excellence and strategic growth.Key ResponsibilitiesDevelop and implement long-term financial strategies that align with Tricuro's goalsProvide financial guidance to the Board and senior management, ensuring informed decision-makingLead the budgeting and financial...


  • Poole, Poole, United Kingdom Codestone Full time

    About CodestoneCodestone is a leading provider of modern ERP, EPM, BI & Analytics and cloud IT solutions. With over 25 years of experience, we have pioneered innovative technologies that drive business success.We are recognised as the #1 SAP ERP partner in the UK and EMEA North, and Platinum CCH Tagetik partner and Gold Microsoft partner. Our team of experts...


  • Poole, Poole, United Kingdom RNLI Full time

    About the RoleWe are seeking a Senior Finance Business Partner to join our team at the RNLI, working as part of the business partnering community. As a key member of our team, you will collaborate with departments across the RNLI to provide financial management, decision support, and analysis services.Our Senior Finance Business Partner community plays a...


  • Poole, Poole, United Kingdom Michael Page Full time

    As a Senior Financial Partner at Michael Page, you will provide a financial management and decision support service to enable informed decision making by the Senior Leadership and their teams.Key ResponsibilitiesProvide a senior finance business partnering service for the activities and stakeholders you are partnering with.Collaborate with departments across...

  • Finance Director

    4 days ago


    Poole, Poole, United Kingdom Codestone Full time

    About CodestoneCodestone is a leading provider of modern ERP, EPM, BI & Analytics and cloud IT solutions. With over 25 years of experience, we have pioneered innovative technologies that drive business success.We are recognised as the #1 SAP ERP partner in the UK and EMEA North, and Platinum CCH Tagetik partner and Gold Microsoft partner. Our team of experts...