Job Description

Company Description

For over 180 years,

Evelyn Partners

has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve their financial aspirations. We believe that expert financial guidance should be accessible to all, and we're dedicated to making that a reality.


Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients.

Job Purpose

We are looking for a skilled

Financial Accountant

to join our Financial accounting team in

London

where you will have exposure to Tax and Financial Reporting. The role includes responsibility for PSA calculations and analysis, Partner accounting, Provisions and Forex revaluation. This is a hands-on position that requires strong technical knowledge, attention to detail and the ability to collaborate effectively across departments to support accurate and timely financial reporting.

Qualifications

Key Responsibilities

Build relationships with key internal stakeholders, especially Group Tax, ensuring efficient, compliant and scalable end-to-end processes. Proactively seek to identify risks, proposing mitigations and solutions. Preparation of monthly balance sheet/system reconciliations, ensuring all outstanding items are cleared and corrective actions undertaken. Accounting for partners: calculating partners interest & accruals; B Capital & Waterfall and maintain the appropriate reconciliations and to work closely with Payroll and Tax team. Preparation of PSA calculations and liaise with the Tax team. Provisions (IAS 37) and Forex revaluations (IAS 21)

Key Skills and Experience

Tax and Financial accounting experience is required Effective use of Microsoft Office products, especially Excel Knowledge of Netsuite and TM1 desirable

Professional Qualifications and Education

Qualified/Part-qualified Accountant

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 dependent) Generous holiday package Option to purchase additional holiday Shared parental leave Fully funded training towards professional qualifications Cycle to work scheme Season ticket loan Eye care support


We believe that diverse perspectives and experiences are the cornerstone of our success. At Evelyn Partners, you'll find an inclusive environment where everyone feels valued and supported. Our commitment to diversity, equity, and inclusion is evident in our active employee resource groups and ongoing initiatives. We're dedicated to creating a workplace where you can thrive and reach your full potential.


We are committed to providing reasonable adjustments throughout the application process. Please don't hesitate to discuss your needs with your recruiter.