Project Accountant

Project Accountant & Technology Lead £40,000 - £50,000 per annum Office based (Near Dorset / Somerset border) Our client based near Gillingham is recruiting a Qualified accountant who can combine traditional finance and compliance responsibilities with technology, AI implementation, and process improvement leadership . Main Purpose of the Role You will work alongside the Finance Accountant and Tax Accountant, supporting the financial and compliance functions of the Family Office while leading projects to improve efficiency, automation, and scalability through technology and artificial intelligence.

Key Responsibilities Technology & AI Identify opportunities to automate and improve processes. Lead AI and technology initiatives across the business. Manage software implementation projects and system improvements. Train colleagues on new technologies and processes. Act as the organisation's AI champion. Wealth Reporting Support and review wealth reporting and investment information. Prepare loan summaries, schedules, asset statements, and reporting packs. Monitor loan and mortgage repayments.

Maintain investment databases and filing systems. Company Secretarial & Compliance Prepare and submit Companies House filings and statutory returns. Maintain company records and registers. Ensure compliance with corporate governance and regulatory requirements. Finance Support accounting activities for pension schemes and property investment companies. Review management accounts, VAT returns, financial statements, and audit files. Assist with tax and governance compliance across various entities.

Requirement Qualified Accountant (ACA/ACCA/CIMA) 3 years post-qualified experience Strong Microsoft 365 skills Hands-on AI experience Process improvement/project management capability High levels of discretion and professionalism Benefits Competitive salary with annual bonus review 10% employer pension contribution BUPA healthcare Life insurance (4x salary) 25 days holiday plus bank holidays Paid professional subscriptions Ongoing CPD and training Hybrid working after probation Cycle-to-work and electric car schemes No timesheets