Performance Management Assistant
3 weeks ago
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:
Wealth, accountancy and business advisory services | Evelyn Partners
With approximately 70 employees working from this office, we pride ourselves on fostering a supportive and inclusive environment. 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. 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.
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.
Complying with the firm's operating procedures on all assignments to deliver a consistent, high quality, client focussed output
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.
At a senior level, we would expect the role to comprise 70-80% audit and 20-30% accounts and taxation.
Agreement of budget with manager as job commences, regular monitoring of progress against budget and feedback to supervisors.
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.
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)
Qualified for an accountancy qualification (ACA, CA, ACCA).
Demonstrable audit and accounts experience gained within a professional services firm.
Ability to motivate staff to ensure best performance.
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. We currently have 4,087 live graduate jobs and we're adding more all the time.
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