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Client Reporting Accountant

Equiniti Trust Company, LLC

Crawley

Hybrid

GBP 35,000 - 45,000

Full time

30+ days ago

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Job summary

A leading financial services firm in Crawley is seeking a Client Reporting Accountant for a hybrid role. The candidate will draft pension scheme financial statements, facilitate audits, and prepare reports for clients. A strong background in accounting and the ability to communicate effectively are essential. This role offers study support for professional qualifications and various perks such as pension matching and holiday trading.

Benefits

Pension matching up to 10%
Employee Assistance Programme
Life assurance cover
Employee discounts
Flexible benefits
29 days holiday plus bank holidays

Qualifications

  • Capable of applying compliant policies and procedures in accounting situations.
  • Good knowledge of accounting and reporting procedures.
  • Experience in a similar accounting role with knowledge up to trial balance level.

Responsibilities

  • Draft pension scheme financial statements and annual reports.
  • Facilitate audits by pension scheme auditors.
  • Prepare periodic financial reports for clients.
  • Process transactional information and reconciliations.
  • Prepare self-assessment tax return forms for trustees.

Skills

Accounts production skills
Written and verbal communication
Numeric and interpretation skills
Client relationship development

Education

Part-qualified or qualified by experience

Tools

Microsoft PC packages
SunSystems accounting package
Job description
Client Reporting Accountant page is loaded## Client Reporting Accountantlocations: Hybrid - Crawleytime type: Full timeposted on: Posted Todayjob requisition id: R16026Management LevelGEquiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries.EQ’s vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are **TRUSTED** to deliver on our commitments, **COMMERCIAL** in building long term value, **COLLABORATIVE** in our approach and we **IMPROVE** by continually enhancing our skills and services. **There has never been a better time to join EQ.****Role Summary**EQ Retirement Solutions are looking for a Client Reporting Accountant to join their Shared Services Team. As a Client Reporting Accountant you will be joining a team of over 30 Accountancy professionals working together to service in excess of 200 clients. Whilst you will be working as part of one team, you will be responsible for your own client portfolio & will report to the Head of Pension Accounts through a Team Leader.**Core Duties/Responsibilities**The successful candidate will be responsible for the following:* Responsible for drafting pension scheme financial statements and annual reports in accordance with agreed legislation and best practice, in liaison with clients and their professional advisers.* Responsible for facilitating audits by pension scheme auditors to agreed timetables.* Preparing periodic financial reports and financial management information for clients.* Processing transactional information and reconciliations.* Comply with financial control environment and accounting quality standards.* Authorise payments in accordance with mandates.* Prepare trustees self-assessment tax return forms for submission to HMRC within statutory deadlines; prepare quarterly accounting for tax returns for submission to HMRC, prepare ONS Returns.* Share skills and experiences with team members, build relationships with clients as their dedicated Pension Accountant.* Build and maintain an awareness of other EQ Paymaster activities and work flexibly with other teams and departments.* Ad-hoc accounting activities as required by your Team Leader and the Head of Pension Accounts.The duties and responsibilities outlined above are to be regarded as broad areas of responsibility and do not necessarily detail all tasks which the post holder may be required to perform.**Skills, Knowledge & Experience**The successful candidate will demonstrate the following experience, skills and behaviours:* At least part-qualified or qualified by experience.* Excellent accounts production skills, written and verbal communication skills.* Ability to provide reports to client in accordance with agreed time scales.* Good numeric and interpretation skills.* Ability to translate rules, regulations and current legislation into appropriate service delivery.* Ability to develop working relationships.* Sound knowledge of accounting, reconciliation, payment transaction and reporting procedures.* Proficient in Microsoft PC packages; knowledge of accounting packages, EQ Paymaster uses SunSystems.* Previous experience in a similar accounting role, including sound knowledge of accounts production at least to trial balance level.* Capable of applying compliant policies, procedures and processes in accounting situations.* Preferable experience of providing pensions services to external clients.* We provide study support to individuals working towards obtaining professional Accountancy qualifications.**What We Offer*** **Save For Your Future** - Equiniti Pension Plan; Equiniti matches your pension contributions up to 10%* **All Employee Long Term Incentive Plan (LTIP)** – Gives all EQ Colleagues the opportunity to benefit if the current owners successfully sell the company for a profit.* **Health and Wellbeing** – Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary with the ability to purchase enhance cover.* **Employee discounts** – Discounts and cashback at your favourite high street stores through our EQ Wins Platform.* **Flexible Benefits** – The ability to purchase a wide variety of benefits through our flex plan; gadgets, travel insurance, will writing, holiday trading and more.* **Time Off** – Typically 29 days holiday + bank holidays. 2 volunteer days to get involved with a charity of your choosing.* **Winning together** – Equiniti ICON award vouchers; recognising the individuals going above and beyond to help the business succeed.* **Learning & Development**– Investment in LinkedIn Learning for all colleagues.We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships.Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks.Our people and platforms connect businesses with markets, engage customers with their investments and allow organisations to grow and transform. Our vision is to help businesses and individuals succeed, creating positive experiences for the millions of people who rely on us for a sustainable future. We provide share registration, deliver services for reward and benefits and develop solutions for customer management in regulated industries. Our work with some of the most significant organisations in the UK and US means we engage with 29 million of their shareholders, pensioners and employees.
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