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 Description
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.
- 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
- 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.
- 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
- Should possess a minimum of 3 years practical experience in a similar practice based role.
- Technical Research and other training as required
- 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
Hold either ICAEW or ACCA qualification with a strong academic background
Additional Information