About Finmo
Finmo is a female-led, modern accountancy practice specialising in supporting sole traders, landlords and small business owners. We combine technology with a personal service to make tax straightforward for our clients.
We are ambitious, continually improving and committed to delivering an exceptional client experience. Every member of our team has played an important part in building Finmo into the business it is today. We work hard, challenge ourselves, celebrate each other's successes and are always looking for better ways of working.
Our team shares a growth mindset. We embrace change, are resilient when things don't go to plan and believe that feedback and continuous learning make us stronger.
We're looking for someone who wants to contribute to that journey, not simply complete a list of tasks.
The Role
You will be responsible for preparing and filing Self Assessment tax returns from start to finish while providing excellent support to your portfolio of clients.
This is not a traditional practice role. At Finmo, Self Assessment season lasts all year. We prepare tax returns continuously rather than waiting for the January deadline, which means the pace remains consistently high throughout the year.
You'll spend as much time speaking to clients as you do preparing tax returns, so enjoying conversations and building relationships is just as important as your technical ability.
We're looking for someone who can hit the ground running, enjoys working at pace and takes pride in producing accurate work efficiently. You'll manage a high volume of client conversations and Self Assessment tax returns every day, balancing speed, quality and excellent client service.
You'll also have a commercial mindset, recognising opportunities where clients could benefit from additional services and referring these to the wider team.
Although this is an individual contributor role, nobody succeeds at Finmo alone. We take ownership of our own work, but we're always ready to help a colleague, share knowledge or step in when the team needs us. Our success comes from working together.
Responsibilities
- Prepare and submit Self Assessment tax returns accurately and efficiently.
- Manage a high-volume portfolio of Self Assessment clients, balancing speed, accuracy and excellent client service.
- Review client records and identify any missing information.
- Contact clients by telephone and email to obtain outstanding information.
- Explain tax matters to clients in a clear and straightforward way.
- Review bookkeeping records where required to ensure figures are suitable for tax preparation.
- Identify tax planning opportunities where appropriate.
- Spot opportunities where clients would benefit from additional services and generate additional revenue for the business.
- Ensure work is completed within HMRC deadlines.
- Manage your own workload whilst maintaining high levels of accuracy.
- Share knowledge, support colleagues and contribute to continually improving our processes and client experience.
About You
You will:
- Have experience preparing Self Assessment tax returns, ideally within an accountancy practice.
- Be confident speaking with clients over the phone.
- Be able to work quickly without compromising accuracy.
- Enjoy managing a busy workload and working to deadlines.
- Be organised and able to prioritise effectively.
- Be proactive and comfortable making decisions independently.
- Have excellent written and verbal communication skills.
- Be comfortable working on a computer throughout the day.
- Have strong attention to detail.
- Enjoy identifying opportunities to add value for clients.
- Have a positive attitude and be resilient when workloads are busy.
- Want to be part of a team that works hard, supports one another and celebrates success together.
Essential Experience
- Have experience preparing Self Assessment tax returns, ideally within an accountancy practice.
- Experience preparing high volumes of Self Assessment tax returns.
- Good understanding of UK personal tax.
- Experience communicating directly with clients.
Desirable
- AAT qualified or studying, or qualified by experience.
- Experience using IRIS or TaxCalc.
What Success Looks Like
The successful candidate will:
- Become productive quickly with minimal supervision.
- Confidently manage a busy portfolio of clients.
- Deliver accurate work within deadlines.
- Build positive relationships with clients.
- Be comfortable handling a high volume of client calls and emails.
- Identify opportunities to expand the services clients receive.
- Take ownership of problems and see them through to completion.
- Be a dependable team member who contributes to the culture and values that have helped build Finmo.
Why Join Finmo?
- Join a business where every member of the team makes a genuine difference.
- Work alongside motivated colleagues who are committed to helping both clients and each other succeed.
- Be part of a modern, technology-led practice that is continually evolving.
- Play an important role in a growing business where initiative and good ideas are recognised.
- Hybrid working from our office in RM15, Essex.
- Build your career in a business that values ownership, teamwork, resilience and continuous improvement.
If you're looking for a role where you'll be trusted, challenged and valued as part of an ambitious team, we'd love to hear from you.
Pay: £28,000.00-£32,000.00 per year
Benefits:
- Company pension
- Free parking
- On-site parking
- Transport links
Work Location: Hybrid remote in South Ockendon RM15
