Accounts Assistant at Evelyn Partners

Company Overview

Evelyn Partners is the UK’s premier integrated wealth management and professional services group, with over 186 years of experience empowering generations of individuals and businesses to thrive. We provide comprehensive financial and professional services for individuals, family trusts, professional intermediaries, charities, and businesses.

Employing the best talent makes our award-winning service possible. Join us on our mission to make quality financial advice accessible to everyone, regardless of their financial journey.

Our impressive track record of growth and innovation is anchored in our core values: personal, providing advice grounded in a proper understanding of our client’s needs; partnership, collaborating closely with clients; and Performance, showcasing extensive expertise to achieve exceptional results.

Learn more about us and explore career opportunities at Evelyn Partners.

Role Purpose

This role’s primary focus is preparing annual financial accounts within agreed timelines and statutory requirements. Additionally, the role may involve:

• Accurately processing clients’ financial data.
• Preparing monthly or quarterly management accounts.
• Handling VAT returns and compliance.

There may be opportunities for AAT/ACCA support for the right candidate.

Also Find This Jobs: Director of Financial Planning at Evelyn Partners

Key Responsibilities:

• Prepare annual financial statements, including statutory accounts, partnership accounts, sole trader accounts, and trust accounts for tax purposes.
• Manage a portfolio of clients effectively.
• Visit client locations to fulfill on-site accounting needs as necessary.
• Occasionally prepare and input client transactions into computerized ledger systems.
• Prepare monthly or quarterly management accounts as required.
• Prepare VAT returns from the financial data provided by clients, including Intrastat and ECC sales lists.
• Complete additional VAT services such as registration, de-registration, and options to tax as needed.

Key Competencies:

• Accuracy: Ensure transactions are handled correctly.
• Judgment: Assess situations and reach suitable conclusions based on available information; effectively communicate with management when unsure.
• Planning and Organization: Ensure deadlines are met, and client portfolios are managed efficiently.
• Customer Focus: Build strong relationships with clients, respond to queries, and maintain flexibility for on-site visits if required.
• IT Skills: Proficient in bookkeeping software, accounts production software, and Excel.
• Teamwork: Collaborate effectively with colleagues within the team.
• Flexibility: Adapt to assist with ad hoc services as they arise.
• Innovation: Utilize technology to improve process efficiencies.
• Technical Knowledge: Familiarity with FRS102, FRS 102 1a, and FRS105.

Qualifications

Education/Qualifications:

• Strong academic background.
• Currently studying towards an ACCA/ACA/AAT qualification or have relevant work experience.

Essential Experience/Skills:

• Prior experience with computerized accounting packages, including cloud-based software.
• Ability to work independently while contributing to a larger team.
• Results-oriented with a commitment to meeting and exceeding client expectations through high-quality work.
• Understanding of accounting standards.

Additional Information

As a member of Evelyn Partners, you will enjoy benefits such as:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contributions
• Hybrid working model (dependent on role)
• Generous holiday entitlement
• Option to purchase additional holiday
• Shared parental leave

We celebrate the diversity of a varied workforce and ensure representation that reflects our society and clients. At Evelyn Partners, we are committed to fostering a safe, inclusive, and supportive environment where all colleagues feel respected and can achieve their full potential.

We are happy to make reasonable adjustments to accommodate your needs during the application process. Please inform your Recruiter of any specific requirements.

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