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

Job Purpose:

To undertake a wide variety of audit, accounting and tax assignments to a high standard of technical competence, delivered with a good degree of autonomy, and within budget and client expectations.

Key Objectives:

• Complying with the firm’s operating procedures on all assignments to deliver a consistent, high quality, client focussed output
• Timely and cost effective completion of tasks assigned, meeting deadlines and budgets to deliver an excellent standard of output with good fee recovery.
• A good level of autonomy and effective, proactive communication of progress to managers, Principals and their other colleagues, as appropriate.
• The ability to train, mentor and supervise more junior team members, supporting their growth as they progress through the firm
• A dedication to technical competence and your own continuing professional development.
• Professional and friendly communication with clients and colleagues
• At a senior level, we would expect the role to comprise 70-80% audit and 20-30% accounts and taxation.

Key Activities:

• Timely and efficient completion of tasks assigned, in line with firm operating procedures and processes.
• Attending technical courses, undertaking technical reading to ensure own technical competence, awareness of internal procedures and communications.
• Agreement of budget with manager as job commences, regular monitoring of progress against budget and feedback to supervisors.
• Regular, proactive communication with managers, Principals and other colleagues to update on progress with assigned work.
• Facilitating team work and spirit within the team

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 supervisors to keep them informed of actions 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 issues are encountered.  Managers can and will offer guidance, but would expect seniors to complete most problem solving autonomously, deferring to managers to agree the correct way forward

Education and Training:

• Should possess a minimum of 3 years practical experience in a similar practice based role.
• Technical Research and other training as required

Skills, knowledge and competencies: 

• Proven experience planning, undertaking and completing a wide variety of accounting assignments under FRS 102 Section 1A and FRS 105, of varying sizes and complexity
• A degree of exposure to group/consolidated accounts essential.
• Exposure to FRS 102 and IFRS desirable, but not essential.
• Proven experience planning, undertaking and finalising a variety of statutory audit assignments, compliant with ISAs
• Exposure to specialist audit assignments desirable, but not essential.
• Proven experience in drafting and finalising 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 own time and 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
• Ability to work well within a highly professional team environment.
• 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.