Accounts Assistant (Charities)

At Henderson Loggie, our people are at the very heart of what makes us stand out from our competitors. We provide a wide range of services and work collaboratively across the Firm to ensure that our clients receive the very best advice. 

We are proud of our approachable, straightforward, and collaborative style of working and are always keen to meet with people who share our values and commitment to providing outstanding client service.   

We have an opportunity for a Charity Accounts Assistant to join our supportive Accounting and Business Solutions team in Dundee.  You will provide support to the Partners and Directors in respect of charitable companies, SCIO’s and trust accounts for a wide variety of clients, including c15 trusts where we act as their in-house finance function.

What does the role include?

The role is varied and responsibilities include:

• Book-keeping on a monthly basis, including bank and investment reconciliations, setting up bank payments, for a number of charitable and family trusts
• Managing the day-to-day administrative duties including the management and actioning of charity mail, filtering funding applications and enquiries
• Liaising with banks, investments managers, external auditors and independent examiners where required
• Collating Trustee papers in advance of Trustee meetings including investment reports, reconciliations and funding applications
• Preparation of annual financial statements and independent examinations for a wide variety of Charitable organisations
• Establishing a professional and confident working relationship with clients, dealing with their queries, and escalating these as appropriate, in order to enhance the Firm’s reputation and business opportunities

What we are looking for:

• Previous accountancy experience or practical experience and sound knowledge of bookkeeping within the charity sector.  
• Experienced in meeting deadlines in a busy department and must be able to work on your own initiative.   Good IT skills are essential and previous experience in Cloud accounting packages is desirable.  
• A strong team player who possesses excellent communication and client interfacing skills, numerate with excellent attention to detail

Why develop your career with us?

Our team say that we are a medium-sized firm, with a small-firm feel, that puts you in charge of your career and its development.   Apart from being an award-winning employer, our team say they value our commitment to their development, personally and professionally. In fact, we’re so committed to training that we have set up our very own Training Academy which supports staff in their development.

What you can expect:

• A competitive salary 
• 31 days holiday per year & Holiday buy/sell scheme
• Hybrid/Flexible Working Policy
• Generous pension contribution and life insurance scheme
• Continuous training and support via The Henderson Loggie Training Academy
• Birthday gift and Perkbox – discounts on supermarket, travel, retail, leisure and much more
• Professional Subscriptions Team and office-wide social activities

As an equal opportunities employer, Henderson Loggie is committed to the equal treatment of all current and prospective employees and does not condone discrimination on the basis of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership.

We aspire to have a diverse and inclusive workplace and strongly encourage suitably qualified applicants from a wide range of backgrounds to apply and join our Firm.