Audit Assistant Manager

Company Description
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 and Careers / Evelyn Partners
Job Description
What will you be doing?
You will be responsible for planning, performing and completing the audit process for each assignment.
Key Responsibilities
Client Contact

• Establish relationship with key contacts at the client.
• Ensure that clients receive an efficient and proactive service and expectations are exceeded.
• As you progress, identify issues, and agree resolution with client Manager/Partner/Director, ensuring they are up to date with the job's progress.
• Awareness of commercial aspects of clients' business and its impact on our work.
• Identify and highlight any opportunities for Evelyn Partners apparent from work undertaken.
• Regular discussions with the client to confirm progress, identify solutions to any hurdles and ensure reasonable expectations are met.

Technical

• Assist with the planning of audits and accounting assignments.
• Act as on-site audit engagement lead.
• Perform work in accordance with Evelyn Partners audit and assignment procedures, maintaining the highest level of Audit Quality and Ethical Standards.
• Ensure all areas of the work are completed with any exceptions to this being agreed with the Manager/Partner/Director.
• Prepare/review draft accounts/report and review memo (including identification of control weaknesses or areas of improvement) for review by Manager/Partner/Director.

Organisational

• Provide regular progress reports to the Manager/Partner/Director.
• Identify and discuss with Manager/Partner/Director issues/problems and agree and complete appropriate actions.
• Ensure deadlines met.
• Be able to work on several different assignments at one time.

Personal Development

• Attendance on courses.
• Technical reading.
• Attend client meetings.
• Participate in tender proposals.

Staff management

• Assist and perform training of Associates.
• Plan, assign, monitor and review work of Associates.
• Complete assessment forms of audit team.
• Undertake annual appraisals
• Prepare budgets and monitor adherence.

Qualifications
Key Skills and Experience

• Demonstrable audit and accounts experience gained within a professional services firm.
• Strong communication skills, both internally and directly with clients.
• 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 monitor costs against budget for individual clients.

Professional Qualifications and Education

• Qualified accountant (ACA, CA, ACCA).

Key Competencies

• Planning and Organising: must be able to plan workload to prioritise work to meet conflicting deadlines and cope with pressure.
• Written and verbal communication: good written communication skills are necessary to draft correspondence with clients to explain technical issues in an easily understandable manner. Must have good inter-personal skills to be able to liaise with clients and other staff members.
• Customer Focus: meeting deadlines and responding to client needs.
• Teamwork: provide a link in the chain to supervise more junior staff members, and support partners and senior managers.
• Technical Expertise: maintain technical knowledge obtained from exam qualifications.

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 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.
Videos To Watch
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