Accounts Associate

If you're looking to join an organisation that will give you the right opportunities and experience to develop your career, join Tilney Smith and Williamson.

Tilney Smith & Williamson

For over a century, Smith & Williamson has provided tailored financial and professional services to private clients and their business interests. Today, the firm is one of the largest independently owned investment managers in the UK in addition to being the country's eighth largest accounting firm. Its 1,900 staff serve clients including individuals, families, entrepreneurs, charities, trustees, professional advisers and businesses from 13 offices in the UK, Ireland and Jersey.

Bristol

Our Bristol office (formerly Solomon Hare) comprises 34 partners and directors and around 140 staff working from offices in the heart of the city.

We focus primarily on mid-corporates, owner-managed businesses, private clients and professionals, and provide robust, open and honest support. Our skill is to link our many service offerings to provide 'joined up' thinking, delivered in an approachable and pragmatic way with a high degree of partner involvement

Assurance & Business Services

We provide a range of assurance and business services to a diverse client base ranging from small businesses and startups to substantial international groups. Our client portfolio includes businesses from a variety of different industry sectors, both private and publicly listed businesses including London Stock Exchange and AIM.

Job Description

Purpose of role:

Accurate processing of client's financial data and the preparation of statutory and management accounts and associated outputs, within the time frame agreed with the client or required by statute, working within our Business Outsourcing Services team.

Key responsibilities:

• Review of the work of more junior members of the team (dependent upon the successful candidate's experience)
• Maintaining client relationships with own portfolio of clients and responsibility for compliance deadlines
• Preparation of more complex annual financial statements, including statutory accounts, partnership accounts and sole trader accounts for tax purposes
• Preparation of monthly and quarterly management accounts for clients
• Project work relating to the set-up of cloud accounting platforms and other add-on applications; including transition of information from old to new platforms
• Prepare and/or review quarterly VAT/EC Sales list returns from information supplied by clients
• Responsibility for own preparation portfolio of clients

Candidate Profile

Education/Qualifications:

• Strong academic history
• Completed AAT qualification or equivalent
• Within the final stages of studying towards ACCA/ACA or fully qualified
• Evidence of suitable work experience in a practice environment (minimum 3-4 years)

Key Experience/Skills:

• Prior experience of cloud and desktop accounting packages is required as well as knowledge of the cloud eco-system
• Ability to work independently and as part of a wider high performing team
• Results orientated to meet and exceed client expectations, with a key focus on delivering high quality work that consistently meets client deadlines

About Tilney Smith and Williamson

Tilney Smith & Williamson is the UK's leading integrated wealth management and professional services group, created by the merger of Tilney and Smith & Williamson on 1 September 2020.

With £54 billion of assets under management (as of 30 June 2021), it ranks as the third largest UK wealth manager measured by revenues and the eighth largest professional services firm ranked by fee income. The Group currently operates through three principal brands: Tilney, Smith & Williamson, and online investment service Bestinvest. It has a network of 28 offices across the UK, as well as the Republic of Ireland and the Channel Islands. Through its operating companies, the Group offers an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.

Value statement

Tilney Smith & Williamson's chosen purpose to "place the power of good advice into more hands" succinctly encapsulates the group's central mission of supporting both individuals and businesses to achieve their goals.

In delivering its purpose, Tilney Smith & Williamson have set out three core values that it is committed to embedding in the culture of the business:

• Personal - we treat you as an individual: We are a people business at heart and strive to deliver a friendly, inclusive, and personalised service to all of our clients, large and small.
  
  
• Partnership - we go further together: We develop relationships that stand the test of time, spanning multiple generations. We partner across the full breadth of our expertise to create value for our clients, our company and society at large.
  
  
• Performance - we strive for more: We are ambitious for our clients and for ourselves, so we aim to be a forward-thinking and innovative business that leads the way in the industry.

Diversity statement

The Tilney Smith & Williamson Group recognises the benefits of a diverse workforce and is committed to treating all colleagues with dignity and respect regardless of race, gender, disability, age, sexual orientation, religion, or belief. At Tilney Smith & Williamson we are committed to equal opportunities in all aspects of our work.