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Accounting Trainee

1 month ago

Guildford, Surrey, United Kingdom Evelyn Partners Full time
Unlock Your Potential in Accountancy and Business Advisory

Evelyn Partners is a leading integrated wealth management and professional services group, with a rich history of helping individuals and businesses thrive. As a Business Advisory Assistant, you will play a vital role in providing exceptional services to our clients, including statutory accounts, bookkeeping, management accounts, VAT returns, software implementation, and 'health-checks' of their systems.

You will work closely with our clients and their finance teams or bookkeepers, helping them with their year-end accounts, management accounts, bookkeeping, VAT returns, and cloud accounting software support. This means providing services, advice, and solutions that really make a difference. You will also have exposure to working with partners, gaining invaluable experience and building your confidence with senior members of staff.

As part of our Business Outsourcing Services team, you will have the opportunity to develop valuable client experience, developing the knowledge and skills needed to be a trusted business adviser. Alongside your work, you will receive first-class professional training as you study for the Association of Accounting Technicians (AAT) qualification, followed by the Association of Chartered Certified Accountants (ACCA) qualification.

Key Responsibilities:

  • Provide clients with a range of services, including statutory accounts, bookkeeping, management accounts, VAT returns, software implementation, and 'health-checks' of their systems
  • Develop an understanding of our clients and their businesses
  • Keep your manager fully informed of any issues and problems, ensuring the work is completed to a level agreed with the manager and recording clearly and concisely the work carried out
  • Become familiar with our internal accounting software as well as other cloud accounting technologies
  • Provide advice and solutions to clients in response to their accounting queries
  • Use automation to improve efficiencies for our clients' finance function
  • Prioritise tasks for your own portfolio of clients, whilst monitoring time against budget

Requirements:

  • Commitment to completing the AAT qualification, followed by the ACCA qualification
  • A Level: Predicted or obtained minimum 112 UCAS points in top three A Levels (or equivalent), excluding General Studies
  • GCSE: Minimum Grade 5 (or equivalent), in English Language and Maths respectively

We offer a competitive salary, private medical insurance, online GP service, life assurance, pension contribution, employee assistance program, employee discount scheme, two volunteer days per year, charity contribution match, holiday package, and option to purchase additional holiday. We value diversity and inclusion, and offer a supportive and inclusive environment for all colleagues.