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Senior Audit Supervisor

2 months ago

Tunbridge Wells, Kent, United Kingdom Evelyn Partners Full time

Company Overview

Evelyn Partners stands as the premier integrated wealth management and professional services organization in the UK, boasting over 186 years of expertise in empowering individuals and businesses to flourish. Our comprehensive suite of financial and professional services caters to individuals, family trusts, professional intermediaries, charities, and corporations.

We pride ourselves on delivering an award-winning experience for our clients by employing top-tier talent. Join us in our mission to democratize access to quality advice, as we believe that everyone deserves exceptional guidance, regardless of their financial situation.

Our remarkable growth and innovation are fueled by our core principles: Personalization, providing advice rooted in a genuine understanding of our clients' needs; Partnership, collaborating closely with our clients; and Performance, showcasing a wide-ranging expertise to achieve outstanding results.

Position Overview

Why Choose Evelyn Partners

Our office, centrally located, offers easy access to key transportation routes and ample parking facilities. Being situated in a vibrant area, we are surrounded by a variety of amenities, including cafes, restaurants, shops, and parks.

We are committed to cultivating a supportive and inclusive workplace, emphasizing continuous learning and development to help you achieve your career goals. By joining our team, you will gain exposure to a diverse clientele, various industries, and a multitude of projects, fostering both experience and knowledge enhancement. Collaboration is integral to our success; our team members actively share insights and knowledge to drive ongoing improvements. With a strong focus on internal advancement and our continuous growth, there are abundant opportunities for career progression.

Key Responsibilities:

Client Management - ensure clients receive a proactive and efficient service, consistently exceeding their expectations throughout the year. Collaborate with client Partners and other Evelyn Partners staff to keep everyone informed on relevant matters. Business Acumen - maintain a comprehensive understanding of clients' operations and the implications for our work. Team Leadership - organize schedules, allocate staff, and oversee the planning, review, and completion of audits and related assignments. Business Development - prepare and review proposals for new engagements, participate in marketing events, cultivate personal connections, and proactively identify opportunities for Evelyn Partners with existing clients. Administrative Oversight - monitor the bookings and workloads of qualified and junior staff to ensure optimal resource utilization. Engage with junior staff to address any emerging issues. Training and Development - ensure assessment forms are completed and provide constructive feedback to staff on all assignments. Facilitate both in-house and external training opportunities. Financial Oversight - manage client billing and maintain awareness of work in progress (WIP).

Qualifications:

To excel in this role, candidates should possess:

Professional accounting qualification (ACA, CA, ACCA). Extensive external audit experience within a professional services context. Experience working with entrepreneurial, owner-managed businesses, and small to medium enterprises. Proven track record in business development activities, including targeting, proposal preparation, presentations, and networking. Solid understanding of accounting and auditing standards, industry specifics, and their application. Familiarity with the skill requirements of staff at various levels to ensure appropriate task allocation. Excellent communication skills for effective liaison with clients, Partners, staff, and other professionals. Previous experience in managing and motivating staff to achieve optimal performance. Strong organizational skills to meet the needs of clients, partners, and staff. Ability to monitor costs against budget for individual clients.

Additional Benefits:

As a member of Evelyn Partners, you will enjoy a range of benefits, including:

Competitive salary package Private health insurance Life insurance coverage Pension contributions Flexible working arrangements (role dependent) Generous vacation policy Option to purchase additional leave Shared parental leave

We take pride in valuing the diverse perspectives that a varied workforce brings, reflecting the society we serve. At Evelyn Partners, we actively support numerous employee resource groups and are committed to implementing various diversity, equity, and inclusion initiatives across the organization. Our goal is to create a workplace where all colleagues, regardless of their identity, background, or circumstances, feel respected and empowered to reach their full potential in a safe, supportive, and inclusive environment.

We are dedicated to making reasonable adjustments to accommodate your needs throughout the application process. Please communicate any requirements to your Recruiter.