Your new company
- This firm is a UK leading integrated wealth management and professional services group ranked in the Top 10 accounting firms. They provide award-winning services for their client base by employing the very best people.
- They also offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses, as well as have an impressive list of benefits available to every employee.
Your new role
- Client Portfolio - ensures that clients receive an efficient and proactive service and client expectations are exceeded throughout the year. Liaising with clients, partners, and other staff where appropriate to ensure everything is kept up to date with relevant issues.
- Completing management and statutory accounts, including related services, and setting budgets - awareness of commercial aspects of clients' business and impact on our work. Arrangement of timetable, booking of staff, planning and completion of management accounts, statutory accounts, VAT returns and other related assignments
- Business/Practice Development - preparation of proposals for new work, and development of opportunities for Evelyn Partners with current clients.
- New Client Take on Procedures - assist with embedding new clients into the firm and within the client and staff portfolio, including work schedules.
What you'll need to succeed
- Qualified accountant (ACA, CA, ACCA) or qualified by experience.
- Previous statutory and management accounts experience within public practice
- Client portfolio experience
- Locality to Guildford.
What you'll get in return
- Competitive salary - £40,000 - £45,000 PA
- Private medical insurance, Life assurance, pension contribution
- Hybrid working model & flexible working arrangements.
- Generous holiday package & Option to purchase additional holidays.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
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