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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 client experience by recruiting top talent. Join us in our commitment to democratizing access to quality financial advice, as we believe everyone deserves sound guidance, no matter their financial situation.
Our exceptional growth and innovation are anchored in our core principles: Personalization, providing advice grounded in a genuine understanding of client needs; Partnership, collaborating closely with clients; and Performance, showcasing extensive expertise to achieve outstanding results.
Why Join Evelyn Partners in Beaconsfield?
With a team of approximately 70 professionals at this location, we are dedicated to cultivating a supportive and inclusive workplace. You will engage with a diverse client portfolio across various sectors, offering you exposure to stimulating and varied assignments. We emphasize continuous learning and development, ensuring you receive the necessary support to realize your full potential while contributing to our company's success.
Our office, situated in Beaconsfield's historic district, is conveniently located near major transport links, facilitating easy commutes for our team members. The central position also provides access to numerous amenities, including cafes, restaurants, and shops.
Role Overview
Purpose of the Role:
To perform a diverse range of audit, accounting, and tax tasks with a high level of technical proficiency, delivered with significant autonomy, while adhering to budgetary constraints and client expectations.
Key Responsibilities:
- Adhering to the firm's operational protocols on all assignments to ensure consistent, high-quality, client-focused outcomes.
- Completing tasks efficiently and cost-effectively, meeting deadlines and budgetary goals to ensure excellent output quality and fee recovery.
- Demonstrating a good level of autonomy and effective, proactive communication regarding progress to managers and colleagues.
- Training, mentoring, and supervising junior team members, fostering their professional development.
- Committing to technical proficiency and ongoing professional growth.
- Maintaining professional and amicable communication with clients and colleagues.
- At a senior level, the role is expected to consist of 70-80% audit work and 20-30% accounting and taxation duties.
Key Activities:
- Efficiently completing assigned tasks in accordance with firm procedures.
- Participating in technical training and staying updated on relevant practices.
- Establishing budgets with managers at the start of projects and monitoring progress against these budgets.
- Regularly communicating with managers and colleagues to provide updates on work progress.
- Promoting teamwork and a collaborative spirit within the team.
Decision-Making:
- Exhibiting a strong sense of pride in one’s work, responsibility, and initiative.
- Balancing autonomy with the necessity to keep supervisors informed of actions and decisions.
- Expected to operate with a high degree of independence while adhering to firm procedures.
Problem-Solving:
- Encountering minimal technical challenges, with the ability to conduct independent research when issues arise. Managers will provide guidance, but seniors are expected to resolve most problems independently.
Education and Training:
- A minimum of 3 years of practical experience in a similar role is required.
- Engaging in technical research and additional training as necessary.
Skills and Qualifications:
- Proven experience in planning, executing, and completing a variety of accounting assignments under relevant standards.
- Essential exposure to group/consolidated accounts.
- Familiarity with relevant regulatory frameworks is desirable.
- Demonstrated experience in conducting statutory audit assignments in compliance with applicable standards.
- Experience in drafting and finalizing corporation tax computations for various entities.
- Strong organizational skills and the ability to manage time effectively.
- Excellent communication skills and a flexible, committed attitude.
- Proficient IT skills and the ability to perform well under pressure.
Additional Information:
Benefits of Joining Evelyn Partners:
- Competitive remuneration package.
- Private medical coverage.
- Life insurance.
- Pension contributions.
- Flexible working arrangements (role dependent).
- Generous holiday entitlement.
- Opportunities to purchase additional leave.
- Shared parental leave options.
At Evelyn Partners, we celebrate the diversity that a varied workforce brings, reflecting the society we serve. We are committed to fostering an inclusive environment where all colleagues feel respected and empowered to reach their full potential. We are open to making reasonable adjustments to accommodate individual needs throughout the application process.
