About Us
Purple Lime seeks to change the way businesses use and interact with their financial data. We are the outsourced accounting and finance service for ambitious businesses, providing expertise from day-to-day bookkeeping to strategic board-level accounting and financial advice.
Our mission is to deliver valued accountancy services to ambitious, growing businesses, using a blend of highly capable people and the latest technology within accounting and finance.
Our proposition is based on utilising the latest cloud technology available within the accounting sector to efficiently capture and report the financial data and performance of our clients. We use a suite of technologies based around Xero Accounting Software.
Purpose of the Role
The role requires a qualified accountant with sound technical knowledge, the ability to manage their own workload, good commercial awareness, and the ability to effectively communicate and form trusted relationships with clients and fellow team members.
The position will initially line-manage one to two Assistant Management Accountants. We are a growing team of fun, yet professional individuals who place an emphasis on teamwork and adding true value to our clients' businesses.
Skills & Experience
Experience as a qualified accountant in industry and/or practice is required. Experience in preparing management and year-end statutory accounts and liaising with clients on the results is essential. The successful candidate will be ACCA/ACA/CIMA qualified.
Most importantly, we look for individuals with a desire to further their career in accountancy/finance, evidence of the technical aptitude required to perform the role, and the attitude required to add value to, and succeed within our team.
Key Objectives
1. Managing a portfolio of clients with lead accounting and finance input.
2. Preparing business plans & forecasts with clients using Excel and/or dedicated forecasting software.
3. Being responsible for the production, review, and submission of annual statutory accounts, confirmation statements, and all other compliance, including Research & Development tax claims.
4. Conducting pre-year end checks with clients to identify risks and opportunities available to individuals and companies in terms of financial reporting and tax planning.
5. Identifying tax-efficient planning opportunities for clients and delivering through to completion (e.g., EIS investment, EMI share incentive plans, etc.).
6. Producing monthly management information, tailored to clients' requirements, and debriefing this to the management team of the client. Reports generally take the form of one of the following:
* Management accounts pack and presentations
* KPI Dashboards
* Operational & financial briefing reports
1. Attending client board meetings to present, review financial performance, and set strategic goals for the upcoming period.
2. Reconciling balance sheet accounts periodically and maintaining clear supporting schedules, including posting month-end accounting journals such as prepayments and accruals.
3. Identifying potential opportunities for providing additional services to existing clients and services to new clients.
4. Overseeing Assistant Management Accountants with their responsibilities, prioritising workload (bookkeeping, payrolls, VAT Returns, accounts, etc.) and supporting them with their personal development plans.
Location
Purple Lime is moving offices to a newly refurbished office in Callow Park, Brinkworth. Having a cloud-based platform allows for flexible working, and we currently operate a hybrid working model between office and remote.
Our clients are largely based in and around Wiltshire, Bath, Bristol, Cardiff, and London. Our clients range from gastropubs to innovators in the medical sector.
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