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Senior Manager

4 months ago

Newcastle upon Tyne, United Kingdom Evelyn Partners Full time

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

Careers | Evelyn Partners

Job Description

What will you be doing?

Following Evelyn Partners' expansion into the North East we've experienced significant growth in our audit business. Servicing some of the most successful businesses and entrepreneurs in the UK. With such growth comes some great opportunities to expand the team across the board. 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:

  • Client Portfolio - ensure that clients receive an efficient and proactive service and client expectations are exceeded throughout the year. Liaison with client Partners and other Evelyn Partners staff where appropriate to ensure all are kept up to date with relevant issues.
  • Audit work and setting budgets - act as audit lead on owner managed, private equity and AIM listed clients. The expectation is that on large assignments this role will be supported by one (or more) Managers, with overall responsibility for each assignment being retained by the Partner.
  • 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 Partners with 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

Key Competencies:

  • 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.  To be able to answer staff and client technical queries and make technical decisions.
  • 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 Partners by reviewing costs against budget.
  • Teamwork - working as a team with the other managers, Partners and staff to ensure the department as a whole meets its objectives and all client demands are exceeded etc and dealing with differences.
  • Problem solving - technical knowledge to resolve client issues and organisation to be flexible to meet client and director demands.
  • Customer focus - ensuring clients expectations are exceeded, by providing a first class service at all times.
  • Business Development – ability to develop trusted advisor status with clients

Qualifications

To be successful in this role, you should:

Education/Qualifications:

  • Qualified accountant (ACA, CA, ACCA).

Key Experience/Skills:

  • Significant external audit experience gained within a professional services environment.
  • Experience of working with entrepreneurial, OMB, SME and AIM listed clients.
  • 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.
  • Good working knowledge of skill requirements of staff at various levels to ensure work undertaken by appropriate individual.
  • Strong communication skills in order to liaise with clients, Partners, staff and other professionals.
  • Previous experience of management and motivation of staff to ensure best performance.
  • Organisation to ensure needs of clients, partners and staff are all met.
  • Monitoring 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.