Accounts Manager

2 weeks ago

Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Group Full time

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.

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; and Performance , demonstrating a breadth and depth of advice expertise to deliver first-class results.

Read more about us and available career opportunities here:
Following Evelyn Partners' expansion into the North East we've experienced significant growth in our audit business. As such, we're seeking a talented individual to join our Audit team in Newcastle.
As an Audit Senior Manager, you will be a senior member of the audit group.

Will be responsible for servicing clients, directing all assurance services delivered, ensuring sound management of our people and supporting the Partners with business development and practice management.

As Senior Manager, some of your responsibilities will include:

Audit work and setting budgets - act as audit lead on owner managed, private equity and AIM listed clients.

Commercial awareness of all aspects of clients' businesses and the impacts on our work.
Management - arrangement of timetable, booking of staff, planning review and completion of audit and other related assignments.

Business/Practice Development - preparation and review of proposals for new work, attendance at marketing events, development of personal contacts and identification and pro-active development of opportunities for Evelyn Partnerswith current clients.

Department Administration - monitoring of qualified and student bookings and workloads to ensure most efficient use of resources. Liaison with junior staff to assess any issues that need dealing with.
Training and development - ensuring assessment forms completed and feedback given to staff on all jobs. Ensuring appropriate in house and external training received personally.
Client billing/commercial awareness of WIP

Planning and organising - to ensure all client work is carried out within the appropriate timescales through continual monitoring of progression of the work.

Technical expertise - to ensure audit conducted to correct standard and accounts preparation is accurate and meaningful for the type of industry.

Commercial awareness - to have a good understanding of the commercial factors affecting the client and to be able to monitor the commercial effectiveness of work done by Evelyn Partnersby reviewing costs against budget.

Problem solving - technical knowledge to resolve client issues and organisation to be flexible to meet client and director demands.

Qualified accountant (ACA, CA, ACCA).

Significant external audit experience gained within a professional services environment.
Experience of (and appetite for) business development activities such as targeting, preparation of proposal documents, proposal presentations and attendance of networking events
Demonstrable working knowledge of accounting and auditing standards, industry specifics and their application.
Previous experience of management and motivation of staff to ensure best performance.
Monitoring costs against budget for individual clients.
Private medical insurance
Life assurance
Pension contribution
Generous holiday package
Option to purchase additional holiday
Shared parental leave

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.

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