Accounts Assistant - #1771791

Company Description

Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses

We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they're at in their financial journey

An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results

Read more about us and available career opportunities here: Wealth, accountancy and business advisory services / Evelyn Partners and Careers / Evelyn Partners

Job Description

Purpose of Role:

The role is predominately the preparation of the annual financial accounts within the timeframe agreed with the client or required by statute. Also, if required, accurate processing of clients' financial data and the preparation of monthly/quarterly management accounts and undertaking the preparation of VAT returns and other VAT compliance

There is the possibility of AAT/ACCA support in the role for the right candidate

Key Responsibilities:

Prepare annual financial statements including statutory accounts, partnership accounts, sole trader accounts and trust accounts for tax purposes

Manage portfolio of clients

Visit client premises to undertake on-site accounting needs as required

On occasion prepare and input client transactions into computerised ledger system if required

On occasion preparation of monthly/quarterly management accounts for clients if required

On occasion prepare monthly/quarterly/annual VAT returns from financial information supplied by client if required. Preparing Intrastat and ECC sales lists for clients

On occasion completion of other VAT services including registration, de-registrations, options to tax etc as required

Key Competencies:

Accuracy - to ensure transactions treated correctly

Judgement - be able to assess a situation and reach a suitable conclusion based on the information available or effectively communicate with a manager where unsure

Planning and organisation - needed throughout the process to ensure deadlines are met and client portfolios are managed

Customer focus - develop relationships and gain confidence of client. Ability to deal with client queries and emails on a timely basis, and have flexibility to work on-site at client's premises if required

Use of IT - be able to work on bookkeeping packages, accounts production software and Excel

Teamwork - working with colleagues in the team

Flexibility - to assist with other ad hoc services that arise from time to time

Innovative - using technology to create efficiencies in processes

Technical knowledge - awareness of FRS102, FRS 102 1a and FRS105

Qualifications

Education/Qualifications:

Strong academic history

Studying towards ACCA/ACA/AAT qualification or, alternatively, evidence of suitable work experience

Key Experience/Skills:

Prior experience of computerised accounting packages including cloud based software

Ability to work independently but as part of a wider team

Results orientated to meet and exceed client expectations, with a key focus on delivering high quality work that consistently meets internal and/or external client deadlines

Understanding of accounting standards

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Hybrid working model (role dependant)

Generous holiday package

Option to purchase additional holiday

Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know



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