AAT Accounts Associate

2 days ago


Salisbury, Wiltshire, United Kingdom Evelyn Partners Full time
Company Overview

Evelyn Partners is a leading integrated wealth management and professional services group with 186 years of experience. They offer a range of financial and professional services to individuals, family trusts, charities, and businesses.

Their core values are Personal, offering advice based on clients' needs, and Performance, demonstrating expertise to deliver first-class results. The group has a strong track record of growth and innovation.

About the Role

We are seeking an experienced AAT qualified Accounts Assistant to join our team. This role will involve preparing annual financial statements, visiting client premises, and undertaking VAT returns and other compliance tasks.

You will be responsible for preparing annual financial statements, including statutory accounts, partnership accounts, sole trader accounts, and trust accounts for tax purposes.

Your key responsibilities will include:

  • Preparing annual financial statements
  • Visiting client premises
  • Preparation of monthly/quarterly management accounts
  • Preparation of VAT returns
  • Completion of other VAT services
  • Planning and organisation to meet deadlines
  • Use of IT, including bookkeeping packages and accounts production software
  • Flexibility to assist with ad hoc services

This is a full-time role that offers a competitive salary, private medical insurance, life assurance, pension contribution, and a hybrid working model.

Estimated salary: £35,000 - £45,000 per annum.



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