Finance Accounts Preparer

SUMMARY:

A well-established London-based firm specializing in corporate finance, tax, and accounting is seeking a dynamic Finance Accounts Preparer to manage a portfolio of clients, delivering accounting and compliance services, including VAT returns, management reporting, and financial filings. The role also involves leading a team, ensuring timely delivery, and identifying opportunities to improve internal processes and client communication.

POSITION INFO:

Minimum requirements for the role:

• Must have a relevant Accountancy qualification
• Minimum 2-3 years’ experience within an accounting firm or accounting role
• Experience of producing management accounts and VAT returns is essential
• Must be open to learning new systems and processes
• Proficiency in Xero and Excel is essential
• Must possess strong attention to detail, excellent communication skills, and the ability to work effectively within a team, while managing workloads and meeting deadlines
• Must be articulate, capable of training others, and demonstrate the ability to prioritize tasks to ensure efficient performance

• Delivering accounting and compliance services to a portfolio of clients to allow them to make better decisions and achieve their goals.
• Preparing management accounts and reviewing management accounts prepared by others within the team.
• Managing the delivery of work to a portfolio of clients.
• Preparing/reviewing VAT returns.
• Preparing/reviewing management reporting.
• Preparing/reviewing CIS returns.
• Preparing/reviewing P11D’s.
• Reviewing work within Xero or the relevant accounting system.
• Bookkeeping/data processing.
• Setting up Xero and apps/training.
• Preparing budgets/forecasts.
• Training/managing the Data Processor role.
• Handling ad-hoc projects.
• Managing clients’ expectations and delivering up-to-date financial and compliance filings on time, every time.
• Engaging in CPD and ongoing training.
• Ensuring confidentiality of sensitive client data.
• Working with other team members to meet deadlines.
• Identifying opportunities to improve/streamline internal processes.
• Training others on accounting systems and add-ons.
• Acting in accordance with the business’ values and competency framework.
• Communicating effectively with direct line managers.
• Communicating clearly and concisely with clients.
• Applying strong accounting knowledge, particularly in relation to FRS 102.