Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.

We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they’re at in their financial journey.

An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.

Read more about us and available career opportunities here:

Wealth, accountancy and business advisory services | Evelyn Partners

Careers | Evelyn Partners

Job Purpose:

• Provide accounting, auditing and taxation services to clients accurately and to budget and time deadlines.
• Responsible for compliance with policies and procedures to enable the Audit and Accounts Department (“the department”) to work productively and efficiently.
• Allocate work appropriately to ensure the team is fully utilised and their skills developed.
• Monitor subordinates’ job performance providing professional coaching and support where required and addressing areas for improvement.

Principal duties: 

Team management:

• Develop Audit and Accounts seniors and trainees in respect of technical competence.
• Ensure compliance with approved company policies and facilitate compliance amongst Audit and accounts seniors and trainees.

Client management:

• Provide accounting, auditing and taxation services to clients accurately and to budget and time deadlines.
• Maintain professional client relationships and promote the firm’s product to clients and prospective clients.

Key Activities: 

Team management

• Provide professional coaching and support to seniors and trainees in respect of technical matters.
• Attend weekly planner meetings having prepared accordingly to ensure the team is fully utilised and their skills developed.
• Recommend areas for policy and efficiency improvement and changes for adoption.
• Complete delegated administrative responsibilities (e.g. timesheet authorisations, IT software updates, carry out first interviews and providing recruitment recommendations, etc.) by required deadlines.
• Carry out staff appraisals for subordinates.

Client management

• Build professional client relationships.
• Complete client service requirements to the required standards.
• Plan and delegate client related work to internal, external and/or statutory deadlines.
• Ensure compliance with assignment budgets and deadlines.
• Work with other departments as necessary to service clients’ needs.

Decision making:

• A high level of personal pride in own work, responsibility and initiative would be expected.
• Where appropriate, this should be balanced with the need to report back to Directors to keep them informed of job progression and additional client requirements and ensure their agreement.
• A high degree of autonomy would be expected, whilst still operating within expected firm procedures and processes.

Problem Solving:

• Minimal technical problems likely to be encountered, with an ability to conduct own research where staff need additional assistance.

Education and Training:

• Should possess a minimum of 3 years post qualified experience in a similar practice based role.
• Should possess staff management experience, ideally trainees and seniors.
• Technical Research and other training as required.

Skills, knowledge and competencies: 

• Proven experience of reviewing and overseeing a wide variety of accounting assignments under FRS 102, FRS 102 Section 1A, and FRS 105, of varying sizes and complexity.
• A degree of exposure to group/consolidated accounts essential.
• Exposure to IFRS desirable, but not essential.
• Proven experience of reviewing and overseeing a variety of statutory audit assignments, compliant with ISAs.
• Exposure to specialist audit assignments desirable, but not essential.
• Proven experience in reviewing and ensuring accuracy of corporation tax computations for a variety of companies.
• Good awareness of other aspects of OMB taxation (VAT, employment and personal taxes).
• Exceptional level of personal organisation, and a proven ability to manage staff time and meet deadlines.
• Exceptional technical competence and experience.
• Demonstrate strong analytical and logical skills.
• Technically up to date with awareness of relevant regulatory frameworks.
• Unquestionable integrity, with excellent communication skills and a flexible, adaptable and committed attitude.
• Very strong planning skills to provided high standards of client care within tight deadlines. Assessing staff needs and preparing budgets.
• Ability to work well within a highly professional team environment.
• Ability to train junior staff, assess and meet their training needs to develop well rounded, highly skilled seniors.
• Robust IT skills.
• Able to cope with pressure.

What you'll need to be successful:

• Qualified for an accountancy qualification (ACA, CA, ACCA).
• Demonstrable audit and accounts experience gained within a professional services firm.
• Strong communication skills, both internally and directly with clients.
• Demonstrable experience of supervising others and delegation of work.
• Ability to motivate staff to ensure best performance.
• Demonstrable ability to organise self and others, such that you can work on several different assignments at one time.
• Strong communication skills in order to liaise with clients, directors, staff and other professionals.
• Ability to pro-actively monitor costs against budget for individual clients.

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 dependant)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients.  At Evelyn Partners we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation.  It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment. 

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process.  Please let your Recruiter know.