Legal Associate

1 month ago

Cambridge Cambridgeshire, United Kingdom Evelyn Partners Group Full time

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.
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:
Performance , demonstrating a breadth and depth of advice expertise to deliver first-class results.
The role is predominately the preparation of the annual financial accounts within the timeframe agreed with the client or required by statute. Also, as 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.
Prepare annual financial statements including statutory accounts, partnership accounts, sole trader accounts.
Prepare and input client transactions into a computerised ledger system, as required.
The preparation of monthly/quarterly management accounts for clients, as required.
Preparation of monthly/quarterly/annual VAT returns from financial information supplied by client, if required. Where applicable, completion of other VAT services including attending to VAT registrations, de-registrations, options to tax etc.
Strong academic history.
Studying towards ACCA/ACA/AAT qualification or, alternatively, evidence of suitable work experience.
Planning and organisation - needed throughout the process to ensure deadlines are met and client portfolios are managed.
Use of IT – be able to work on bookkeeping packages, accounts production software and Excel.
Flexibility – to assist with other ad hoc services that arise from time to time.
Prior experience of computerised accounting packages including cloud based software.
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.
Private medical insurance
Life assurance
Pension contribution
Generous holiday package
Option to purchase additional holiday
Shared parental leave
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.

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