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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

Why Evelyn Partners Beaconsfield?

With approximately 70 employees working from this office, we pride ourselves on fostering a supportive and inclusive environment. You will be working with our vast client base which spans various industries, offering you exposure to interesting and diverse work. We prioritise learning and development, ensuring you have the support to help you reach your full potential, whilst contributing to the success of our growing company. 

Located in Beaconsfield’s Old Town, our office enjoys easy access to major transportation routes, including the M40 motorway and Chiltern Line train station, facilitating convenient commuting for our colleagues. Our central location ensures proximity to a wealth of amenities, including cafes, restaurants, and shops. Beaconsfield New Town is a 15-minute walk from the office, where you will find a traditional high street, M&S food hall and supermarkets.

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.

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

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

Qualifications

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.

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.