Responsibilities include:
- Act as primary client contact for financial and tax reporting matters
- Oversee bookkeeping, management reporting, statutory accounts, audits, and tax compliance
- Liaise with C-suite, board members, and senior finance teams; present updates and provide advisory support
- Review and advise on fund flow documentation for new investments and restructurings
- Coordinate with international offices, auditors, tax advisors, and law firms
- Prepare and present board packs and financial updates at quarterly/semi-annual/annual meetings
- Manage banking administration, including payments and approvals
- Support client onboarding, AML/KYC compliance, and internal finance processes
- ACA/ACCA qualified with 5–7 years’ post-qualification experience (corporate services/SPV experience advantageous)
- Strong knowledge of UK GAAP, IFRS, UK Companies legislation, and UK tax (VAT, CT, audit preparation, consolidation)
- Proficiency in accounting systems (Xero, Praxis, Exact) and MS Excel/Word
- Experience with SPVs and banking platforms (administrator/authoriser level)
- Confident presenting to boards and engaging with senior stakeholders
- Based in the UK (London area preferred)
- Fluent in English, proactive, and entrepreneurial