Evelyn Partners is the leading integrated wealth management and professional services group in the UK, with a legacy spanning over 186 years. We are dedicated to helping generations of individuals and businesses flourish. Our comprehensive range of financial and professional services caters to individuals, family trusts, professional intermediaries, charities, and businesses.

Audit Assistant Manager at Evelyn Partners

Company Overview

Evelyn Partners is the leading integrated wealth management and professional services group in the UK, with a legacy spanning over 186 years. We are dedicated to helping generations of individuals and businesses flourish. Our comprehensive range of financial and professional services caters to individuals, family trusts, professional intermediaries, charities, and businesses.

We pride ourselves on providing award-winning service by hiring the best talent. Join us in our mission to extend the power of quality advice to more people, as we believe everyone deserves access to sound financial guidance, regardless of their stage in the financial journey.

Also Find This Jobs: Accounts Payable Assistant at Evelyn Partners

Our impressive track record of growth and innovation is grounded in our core values:

• Personal: Delivering advice that reflects a true understanding of our clients’ needs.
• Partnership: Collaborating closely with clients to achieve their goals.
• Performance: Providing comprehensive expertise to deliver outstanding results.

Why Choose Evelyn Partners Birmingham?

Our Birmingham office is the fastest-growing location in the firm, housing over 200 professionals. We aim to build a high-quality team and establish ourselves as a top ten firm in the Midlands, specializing in privately held mid-sized companies. Our commitment to diversity, inclusivity, and a supportive culture is evident in our high internal survey scores, with most employees recommending Evelyn Partners as a fantastic workplace.

Job Description

What You’ll Be Doing

We are looking for a skilled individual to join our Audit team in Birmingham. In the role of Audit Assistant Manager, you will be responsible for planning, executing, and completing the audit process for various assignments.

Key Responsibilities:

• Engage in regular discussions with clients to track progress, troubleshoot challenges, and set realistic expectations.
• Identify and communicate opportunities for improvement based on your work.
• Train and mentor junior staff members.
• Complete assessment forms for the audit team.
• Perform audits following established procedures.
• Prepare draft accounts, reports, and completion memos, noting any control weaknesses or areas for enhancement for review by the manager.

Qualifications

To thrive in this role, you should have:

• ACA/ACCA qualification or equivalent.
• Proven UK audit and accounting experience gained within a professional services firm.
• Strong communication skills for internal collaboration and client interactions.
• Demonstrated experience supervising others and delegating tasks effectively.
• Ability to organize your work and that of others to manage multiple assignments concurrently.
• Local market experience is preferred.

Additional Information

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

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contributions
• Hybrid working model (depending on the role)
• Generous holiday allowance
• Option to purchase additional holiday
• Shared parental leave

We celebrate the diverse perspectives that our workforce brings, reflecting the society and clients we serve. At Evelyn Partners, we support various employee resource groups and are committed to implementing multiple diversity, equity, and inclusion initiatives throughout the organization. Our aim is to create an environment where all employees feel respected and valued, enabling them to reach their full potential in a safe, supportive, and inclusive workplace.

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