Assistant Management Accountant

Assistant Management Accountant
Based in Chard
Paying £30,000 – £35,000
Hybrid (first 6 months on site during probation period)

An established professional services business in Chard is looking to recruit an Assistant Management Accountant to support the day-to-day financial operations of the organisation.

This is a varied, hands-on role offering the opportunity to work closely with senior leadership and contribute to both operational finance activities and wider financial planning. The successful candidate will play an important part in ensuring the smooth running of the finance function while supporting the business through month-end, year-end and budgeting processes.

Key Responsibilities

• Processing client payments through the client relationship management system
• Processing client disbursements and working closely with colleagues across the business
• Completing weekend and month-end reconciliations
• Maintaining Sage purchase and sales ledgers
• Sending invoices for approval and processing supplier payments
• Uploading payments to the bank for authorisation
• Carrying out weekly bank reconciliations within Sage
• Managing monthly petty cash reconciliations
• Preparing and maintaining cash flow forecasts
• Producing VAT returns for review and submission
• Preparing monthly management accounts using Sage
• Assisting with annual accounts preparation
• Supporting the annual budgeting process alongside Directors
• Processing quarterly corporation tax payments
• Handling client refunds where required

About You

The ideal candidate will be organised, proactive and confident working with financial data. You will have a strong sense of accountability, excellent attention to detail and a professional approach to your work.

We’re looking for someone who can demonstrate:

• Excellent written and verbal communication skills
• Strong organisational and time management abilities
• A collaborative approach and ability to work well within a team
• A commitment to delivering a high standard of service
• Initiative and the ability to manage responsibilities independently
• Professionalism, discretion and integrity

Previous experience using Sage is essential, along with confidence preparing reconciliations, VAT returns and management accounts. An AAT Level 4 qualification would be highly advantageous.

In return, you’ll join a supportive business offering a stable, professional working environment and the opportunity to develop within a broad finance role.

51660CH

INDFIR

The Portfolio Group are acting on behalf of our client in recruiting for this position.