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Accountant - Client Manager - Private Wealth Services Location: London Type: Full Time - Office Base Salary: Up to £70K Client Profile: Gurler Mae is proud to announce, that we are searching for an Accountant - Client Manager on behalf of our client. This opportunity is offered on a full-time and permanent basis. As an Accountant - Client Manager, the role involves managing a portfolio of clients/structures across various jurisdictions in direct contact with clients regularly: this includes responsibility for all aspects of the day-to-day management of a portfolio of clients/structures and maintaining relationships with clients while providing them high levels of services. Primary Duties: ● To support the company accounting department including the preparation of accounts for trusts and overseas entities. ● To maintain client financial records. ● To research tax requirements and to advise clients on the results. ● To carry out statutory and governance work (including the production of minutes) for companies across various jurisdictions within filing deadline. ● To assist the Managing Director with key clients ● Involvement with the set-up and management of trusts under common law and in foreign jurisdictions, including drafting of statutory documentation and overseeing preparation of financial statements for the underlying companies. ● To ensure clients’ compliance files are adequately maintained. ● To correspond with HMRC on a variety of matters. ● To interact with business partners and providers in Europe and worldwide. ● To build and maintain the high standard and development of the company and to contribute to winning new clients and managing the successful delivery of projects ensuring technical excellence. ● Strong involvement with business development, participation in marketing the business, and taking on the process of any new business. Personal Specification: ● At least 5/10 years’ experience in a Trust Company or a Multifamily Office or International Chartered Accountancy. ● Accountancy firm experience. ● Strong technical knowledge in international tax matters, trust, wealth management, and experience within the private client field. ● A wealth of experience as a Manager in an international environment or as a solicitor/accountant specialised in international tax. ● Fully conversant with profit and loss statements and budgeting. ● Experience in administration services for high net-worth clients, including advanced knowledge and experience with in-house trust accounting. ● Advanced knowledge and understanding of trust transaction coding, fiduciary income tax, principal and income accounting, and interpretation of trust documents. ● Demonstrable high-level understanding of the trust administration business, industry trends, and best practices. ● Excellent knowledge of accounting and VAT. ● Excellent technical and working knowledge of complex Fiduciary Structures. ● Excellent working knowledge of Company and Trust law and statutory and regulatory obligations. ● Ability to consider tax and legal implications of transactions. ● Technical knowledge of statutory filing requirements. ● Fluency in English is essential, fluency in other languages is desirable (French and/or Italian especially). Qualifications: ● Master's degree in Economics, Finance, Law, or professional equivalent ● Relevant qualification, i.e. ICSA/Governance Institute, STEP, ACA, ACCA is desirable. Benefits: ● Competitive salary ● Discretionary bonus. ● Company pension ● Free or subsidised travel ● Private dental insurance ● Private medical insurance Schedule: ● Monday to Friday To apply: Interested? If so, please send your full CV by clicking “apply”
Future Connect is a dynamic Training and Recruitment company dedicated to delivering exceptional service and innovative solutions to our clients. We are currently seeking a highly motivated and detail-oriented individual to join our team as an Accounts Assistant Apprentice. This role offers an exciting opportunity for professional growth and development in the field of accounting. Job Description: The Accounts Assistant Apprentice will play a crucial role in supporting the finance department with various accounting tasks and ensuring the smooth operation of financial processes. The ideal candidate will have a strong aptitude for numbers, excellent organizational skills, and a proactive approach to problem-solving. Responsibilities: - Assist with day-to-day accounting tasks such as accounts payable, accounts receivable, and general ledger entries. - Process invoices, expense reports, and other financial documents accurately and in a timely manner. - Reconcile bank statements and credit card transactions to ensure accuracy and completeness. - Assist in preparing financial reports, including balance sheets, income statements, and cash flow statements. - Maintain accurate and up-to-date financial records and documentation. - Assist with payroll processing and related tasks as needed. - Respond to inquiries from vendors, clients, and internal stakeholders regarding billing and payment issues. - Collaborate with team members to streamline processes and improve efficiency within the finance department. - Support month-end and year-end close processes by preparing journal entries and performing reconciliations. - Assist with ad hoc projects and tasks as assigned by management.
We are currently seeking a seasoned and results-driven Investment Banking Manager to lead our investment banking team. As the Investment Banking Manager, you will play a pivotal role in managing client relationships, executing transactions, and driving business growth in the investment banking sector. Responsibilities: Lead and manage a team of investment bankers, analysts, and support staff to deliver high-quality advisory services to clients. Develop and execute strategic initiatives to expand the firm's investment banking business and enhance market presence. Cultivate and maintain relationships with corporate clients, institutional investors, and other key stakeholders. Oversee the origination, structuring, and execution of mergers and acquisitions (M&A), capital raising, and other corporate finance transactions. Conduct comprehensive financial analysis, due diligence, and valuation assessments to support transaction execution. Prepare and present pitch materials, transaction documents, and presentations for client meetings and negotiations. Collaborate with cross-functional teams, including legal, compliance, and finance, to ensure seamless execution of transactions and regulatory compliance. Stay abreast of industry trends, market dynamics, and regulatory developments to inform strategic decision-making and client advisory. Requirements: Bachelor's degree in finance, business, or a related field; MBA or advanced degree is preferred. Proven track record of success in investment banking, with a focus on M&A, corporate finance, or capital markets transactions. Strong leadership and managerial skills, with the ability to motivate and develop a team of professionals. Excellent analytical, financial modeling, and presentation skills. Demonstrated ability to cultivate and maintain client relationships and drive business development efforts. Sound understanding of financial markets, valuation techniques, and transaction structuring. Proficiency in financial analysis tools and software (e.g., Excel, Bloomberg, Capital IQ). Exceptional communication, negotiation, and interpersonal skills. Series 7 and 63 licenses, or willingness to obtain within a specified timeframe. Joining our team offers the opportunity to lead and grow within a dynamic and collaborative environment. If you are a seasoned investment banking professional with a passion for excellence and a track record of success, we invite you to apply for the Investment Banking Manager position. Please submit your resume and cover letter outlining your relevant experience and why you would be an ideal candidate for this role. We look forward to hearing from you!
Job Overview: As the Dance Studio Manager, you'll oversee administrative tasks vital to the studio's smooth operation. This includes managing staff, coordinating schedules, handling finances, and ensuring excellent customer service. Explore opportunities to maximise revenue. Key Responsibilities: Administrative Management: Maintain records like student registrations and finances. Coordinate schedules for classes, rehearsals, and rentals. Handle inquiries and maintain studio cleanliness. Expect to be on call incase of any emergencies. Staff Management: Organise and lead quarterly staff meetings to pass on any updates regarding the studio Schedule shifts, manage payroll, and conduct evaluations. Foster a positive work culture and teamwork. Financial Management: Manage budget, invoicing, and expenses. Monitor revenue and develop pricing strategies. Analyze financial reports for growth opportunities. Customer Service: Provide exceptional service to clients. Assist with registrations and resolve conflicts. Build positive relationships and ensure client retention. Marketing and Promotion: Develop and implement marketing strategies. Create promotional materials and coordinate events. Collaborate with staff to enhance class offerings. Qualifications: Bachelor's degree preferred. Previous administrative management experience, preferably in dance or related field. Strong organizational, communication, and leadership skills. Proficiency in Microsoft Office and studio management software. Knowledge of dance preferred. Flexible availability, including evenings and weekends. Working Conditions: Primarily office-based within the studio, occasional participation in events may be required. Standing and lifting may be involved.