Tax Accountant - Immediatly Available

We are looking for an Onboarding Specialist to set new clients up for success from the moment they join our Accounting-as-a-Service product. This person will take ownership of the onboarding process, helping startup founders and small business owners understand their responsibilities, configure essential tools like Xero, and transition smoothly into our long-term service model.   About 1st Formations At 1st Formations, we empower entrepreneurs to start, run, and grow their businesses with confidence. Running a business shouldn’t be slowed down by company formation, statutory compliance, accounting, or payroll. From day one, these essentials should be seamless, reliable, and intelligently handled — freeing founders to focus on building and scaling. We’re a leading UK provider of company formation and compliance services, building a modern, fully integrated technology platform that supports founders at every stage of their journey. Our platform brings together formation, compliance, accounting, payroll, and ongoing business support in one cohesive experience. No stitched-together services. No legacy workflows disguised as software. Just a single, scalable platform built for ambitious founders who want to move fast, stay compliant, and grow with confidence. Why Join Us Now? You’ll be joining a business with strong momentum, clear direction, and real opportunity for progression. * £18m annual revenue, including £9m ARR * Over 1 million companies formed * Certified B Corp and Carbon Neutral Business * Forecast to grow 5x–10x over the next three years The Role We're looking for a people-first, client-focused Onboarding Specialist to set new clients up for success from the moment they join our Accounting-as-a-Service product. You'll own the onboarding experience - running structured welcome calls with new clients, walking them through what we do, what to expect from our team, and what their key obligations are as a business. This is a client-facing role at its core: you'll spend the majority of your time on video calls, building rapport with startup founders and small business owners and making a complex topic feel simple and reassuring.   Key Responsibilities * Lead 30–45 minute structured onboarding video calls with new clients using a prepared script, covering our services, their statutory obligations, and what they can expect from us * Walk clients through their key responsibilities in a clear, jargon-free way, including relevant compliance milestones like filing deadlines, VAT and PAYE registration, and Corporation Tax * Give clients a guided orientation of their accounting tools (e.g. Xero), so they feel confident from day one * Identify additional services a client may need (e.g. payroll, VAT) and flag these internally for follow-up * Ensure all client details are accurately captured in internal systems * Document and hand over all relevant information to the Customer Service and Retention teams at the close of onboarding * Spot early risks (e.g. clients who seem disengaged or behind on setup) and escalate to relevant stakeholders * Contribute to refining the onboarding process and improving the client experience over time What We're Looking For * Proven experience running client-facing onboarding calls, welcome calls, or structured video-based client sessions - this is the most important thing we're hiring for * A natural communicator: warm, structured, and able to put people at ease on a call * Comfortable following and adapting a prepared script while keeping the conversation feeling natural * Confident explaining processes and obligations to clients who are new to accounting and business admin * Basic familiarity with UK statutory requirements for small businesses (e.g. Corporation Tax, Self-Assessment, VAT thresholds, PAYE) - you don't need to be an accountant, but you should be able to explain these clearly to a first-time founder * Any experience with cloud accounting platforms like Xero or QuickBooks is a bonus. We will provide full training * Strong documentation habits and the ability to prepare clean handovers for internal teams * Comfortable managing several active onboarding processes simultaneously   What We Offer * £32,000–£35,000 salary and comprehensive benefits package * Hybrid working model (3 days in office; 2 days from home) * A genuine opportunity to shape and build processes from scratch * Clear progression pathways as the practice scales * A culture that values ownership, impact, and continuous improvement   Equal Opportunities 1st Formations is an equal opportunity employer and is committed to creating a diverse and inclusive workplace. We consider all applicants for employment without regard to race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, criminal history, disability, or gender identity. We encourage individuals from all backgrounds to apply. If you have a disability or special need that requires accommodation, please let us know.

ABOUT TIDE At Tide, we help SMEs save time and money in the running of their businesses by not only offering business accounts and related banking services, but also a comprehensive set of highly usable and connected administrative solutions, from invoicing to accounting. Tide is transforming the small business banking market and now supports over 2 million members globally across the UK, India, Germany and France. Using advanced technology, all solutions are designed with SMEs in mind. With quick onboarding, low fees and innovative features, we thrive on making data driven decisions to serve our mission: to help SMEs save time and money so they can get back to doing what they love. Tide facts: * Tide is available for UK, Indian, German and French SMEs * Over 2 million members: 900,000 UK and 1,100,000 in India and growing rapidly * Over $300 million raised in funding * Over 2,800 Tideans globally * Recognised with Great Place to Work certification three years in a row, and among India’s Top 50 Best Workplaces in Banking, Financial Services, and Insurance in 2026 * We have offices in Central London, with a member support and technology centre in Sofia, Bulgaria, technology centres in Serbia, Romania, Lithuania and Hyderabad and offices in Gurugram, New Delhi, Berlin, Paris and Luxembourg ABOUT YOU As a Field Sales Events Executive (Business Development Event Executive), you’re entrepreneurial, target-driven, and passionate about helping small businesses succeed. You thrive in the fast-paced buzz of live events and have a genuine interest in the FinTech sector. You are highly effective in networking environments, with a natural ability to break the ice, handle objections, and build trust quickly. You are motivated by targets, comfortable with face-to-face outreach, and enjoy taking full ownership of your assigned events. With outstanding communication skills and sharp commercial awareness, you can confidently pitch to business owners, negotiate with event organizers, and convert casual conversations into active Tide members. Passion, drive, and resilience are a must. WHAT YOU’LL BE DOING 1) LEAD GENERATION & CONVERSION * Proactive Event Sourcing: Identify, secure attendance, and actively look for new business opportunities at a minimum of one high-potential external B2B event, expo, or local networking session per week across the UK. * On-the-Floor Pitching: Actively approach business owners at trade shows and exhibitions to promote Tide’s platform, demonstrate our specialized accounting tools, and close sales. * Streamlined Onboarding: Guide prospects smoothly through the signup process on-site, ensuring high-quality conversion in collaboration with our KYC/FinCrime teams. * Pipeline Follow-Up: Aggressively follow up on event-generated leads using CRM tools to maximize final conversion rates and drive paid plan adoption. 2) EVENT EXECUTION & PARTNERSHIP BUILDING * HQ Event Hosting: Co-host and manage logistics for internal events at Tide HQ, including monthly Accountant Society sessions and bi-monthly partner events. * Digital Outreach: Launch and host Tide Educational Online Events to scale our reach beyond physical locations. * Strategic Partnerships: Identify, negotiate, and manage strategic growth partnerships with event organizers, local business hubs, and SME networks to secure deal pipelines and referrals. * Cross-Functional Collaboration: Work closely with Marketing, Affiliates, and Product teams to align event content with new campaigns, features, and MTD (Making Tax Digital) updates. 3) FIELD REPRESENTATION & DATA MASTERY * National Expansion: Represent Tide across the UK, traveling regularly to support regional event footprints (including Manchester and Birmingham). * Data & Analytics: Maintain 100% accurate pipeline tracking in Pipedrive. Support the Team Lead in updating our Live Event Looker Dashboard to evaluate event ROI. * Event Storytelling: Capture data and photography from every event to create compelling post-event "Recaps," showcasing wins across PCM leadership and team channels. * Flexible Execution: Work flexible hours as required—including occasional evenings or weekends—to match event schedules and meet business owners on their time. YOU’LL BE A GREAT FIT IF YOU: * Have proven face-to-face B2B or field sales experience, with a solid background in event coordination, experiential marketing, or financial products. * Are target-driven, proactive, and highly motivated by performance bonuses and commission. * Are comfortable with cold face-to-face outreach—introducing yourself to strangers at busy exhibitions and turning cold interactions into warm leads. * Possess outstanding verbal and written communication skills, with the confidence to pitch to an individual founder, negotiate with a corporate partner, or present to a large group. * Have strong time management, organization, and self-motivation to manage your own travel schedules and event deadlines. * Are tech-savvy—confident using CRM tools (Pipedrive), Looker, and Google Workspace (Sheets/Slides). * Hold a full UK driving licence (preferred) and are willing to travel regularly. * Are energetic, resilient, and love celebrating wins via team channels. WHAT YOU’LL GET IN RETURN * Competitive salary with uncapped commission and performance bonuses. * Vitality Health Insurance with mental and physical wellbeing benefits. * 25 days holiday with the ability to buy extra days. * Dedicated Learning & Development budget to scale your career. * Access to Cycle to Work scheme, pension contributions, and other flexible benefits. * Monthly team socials, volunteering time, and access to an inclusive, collaborative team culture. * Hybrid and flexible working options—field and event-based with support from our London HQ. OUR COMMITMENT TO DIVERSITY & INCLUSION At Tide, we’re building services for all small business owners — so diversity is at the heart of everything we do. We welcome people from all backgrounds, cultures, and perspectives. Every voice matters, and everyone has the chance to make an impact. #LI-NZ1 TIDE IS A PLACE FOR EVERYONE At Tide, we believe that we can only succeed if we let our differences enrich our culture. Our Tideans come from a variety of backgrounds and experience levels. We consider everyone irrespective of their ethnicity, religion, sexual orientation, gender identity, family or parental status, national origin, veteran, neurodiversity or differently-abled status. We celebrate diversity in our workforce as a cornerstone of our success. Our commitment to a broad spectrum of ideas and backgrounds is what enables us to build products that resonate with our members’ diverse needs and lives.  We are One Team and foster a transparent and inclusive environment, where everyone’s voice is heard.   At Tide, we thrive on diversity, embracing various backgrounds and experiences. We welcome all individuals regardless of ethnicity, religion, sexual orientation, gender identity, or disability. Our inclusive culture is key to our success, helping us build products that meet our members' diverse needs. We are One Team, committed to transparency and ensuring everyone’s voice is heard.   Disclaimer   It has come to our attention that individuals or agencies are falsely claiming to represent Tide and are reaching out to candidates regarding job opportunities. Please be aware that: * Tide does not charge any fees at any stage of the recruitment process. * All official Tide job opportunities are listed exclusively on our Careers Page and applications should be submitted through this channel. * Communication from Tide will only come from an official @tide.co email address. * Tide does not work with agencies or recruiters without prior formal engagement, and we do not authorize third parties to make job offers on our behalf. If you are contacted by anyone misrepresenting Tide or requesting payment, please treat it as fraudulent and report it to us immediately at talent@tide.co Your safety and trust are important to us, and we are committed to ensuring a fair and transparent recruitment process.   Tide leverages AI to enhance our hiring experience. You can read more about how we use AI in our recruitment process in our AI Policy. Your personal data will be processed by Tide for recruitment purposes and in accordance with Tide's Recruitment Privacy Notice.