At a Glance
- Tasks: Manage finance operations, including reporting, tax, and cash management in a dynamic environment.
- Company: Respected private investment office in Edinburgh with a strong track record.
- Benefits: Competitive salary, discretionary bonus, pension contribution, and hands-on experience.
- Other info: Opportunity for broad exposure across finance and investment sectors.
- Why this job: Join a small team where your contributions are valued and visible.
- Qualifications: CA or ACCA qualified with strong Excel skills and attention to detail.
The predicted salary is between 55000 - 65000 £ per year.
WA is working with a highly regarded private investment office based in Edinburgh to appoint a Finance Manager to join a small, high-quality finance team. This is a broad and hands-on role suited to a qualified accountant who enjoys variety, detail and working close to the heart of a business. The organisation invests across a wide range of asset classes, with a particular focus on private equity and direct investments in privately owned trading businesses. The portfolio is varied, complex and commercially interesting, offering exposure well beyond a standard finance role.
The Role
Reporting to the Head of Finance, you will support a broad mix of quarterly and annual compliance activity, statutory reporting, tax, cash management, investment reporting and ad hoc project work. The role would suit someone who is comfortable operating in a smaller finance environment where everyone is expected to take ownership, get involved and contribute across a broad range of tasks.
Key Responsibilities
- Preparing year-end accounts for a range of entities, including corporates, partnerships and trusts
- Supporting the preparation of statutory accounts information and liaising with auditors
- Preparing corporation tax and personal tax information for external advisers
- Reviewing tax returns and supporting internal sign-off processes
- Managing day-to-day cashflow, payments and banking controls
- Preparing VAT returns, including group and partial exemption returns
- Liaising with banks and supporting quarterly reporting requirements
- Gathering, reporting and interpreting investment-related data
- Supporting company secretarial work, KYC requirements and CRS reporting
- Contributing to ad hoc finance, reporting and project work
About You
You will likely be a CA or ACCA qualified accountant with strong technical grounding and a genuine interest in working across a varied, hands-on finance role. You should bring:
- Experience gained in a small to medium-sized accountancy firm and/or a broad finance role in industry
- Strong Excel skills
- Excellent attention to detail and a strong understanding of double entry bookkeeping
- The ability to manage competing demands from different stakeholders
- A self-sufficient, organised and proactive working style
- Confidence working to deadlines and taking ownership of your work
- Experience with Microsoft Business Central would be advantageous
This role would particularly suit someone who enjoys technical variety, likes understanding how things work, and wants to be part of a small team where their contribution is visible.
Why Apply?
This is an excellent opportunity to join a respected investment business with a strong track record, a varied portfolio and a highly experienced team across finance and investment. The role offers:
- Broad exposure across finance, tax, reporting, investments and compliance
- The chance to work closely with experienced finance and investment professionals
- A small-team environment with real ownership and visibility
- A competitive salary, discretionary bonus and pension contribution
For more information, please contact Jack Ramage at WA.
