Evelyn Partners stands as the UK’s premier integrated wealth management and professional services group, boasting over 186 years of experience in helping individuals and businesses flourish. We offer a comprehensive suite of financial and professional services tailored to individuals, family trusts, professional intermediaries, charities, and businesses.

Our award-winning client service is a result of our commitment to hiring the best talent. Join us in our mission to empower more people with quality financial advice because we believe that everyone deserves access to sound guidance, no matter where they are in their financial journey.

Audit Senior Manager at Evelyn Partners

Company Overview

Evelyn Partners stands as the UK’s premier integrated wealth management and professional services group, boasting over 186 years of experience in helping individuals and businesses flourish. We offer a comprehensive suite of financial and professional services tailored to individuals, family trusts, professional intermediaries, charities, and businesses.

Our award-winning client service is a result of our commitment to hiring the best talent. Join us in our mission to empower more people with quality financial advice because we believe that everyone deserves access to sound guidance, no matter where they are in their financial journey.

Our exceptional growth and innovative spirit are driven by our core values:

• Personal: We provide advice based on a genuine understanding of our clients’ needs.
• Partnership: We work collaboratively with our clients to achieve common goals.
• Performance: We leverage our expertise to deliver top-notch results.

Why Join Evelyn Partners Audit?

We take pride in our thriving Evelyn Partners Audit department. Our commitment to high standards and teamwork allows us to produce quality, insightful audit work in a supportive environment. We are focused on serving a growing client base of dynamic mid-market businesses, providing our team with continuous development opportunities and new experiences.

If you envision a stimulating career with varied experiences and the chance to excel in one of the UK’s fastest-growing audit firms, the Evelyn Partners audit department could be the perfect fit for you.

Also Find This Jobs: 12-Month Placement Programme, Audit – Bristol

Role Overview

We are looking for a skilled professional to join our Audit team in Cambridge as a Senior Manager.

In this role, you will manage a portfolio of audit clients and assist Partners with client engagements, business development, and group management. You may also participate in special assignments as needed.

Key Responsibilities

Client Management:

• Deliver efficient and proactive services, exceeding client expectations throughout the year.
• Coordinate with client Partners and Evelyn Partners staff to ensure effective communication and updates.
• Oversee audit work, including budget setting and understanding the commercial aspects of clients’ businesses.
• Organize timelines, staff bookings, and the planning and completion of audits and related assignments.
• Stay informed about compliance developments and their implications for clients.
• Handle client billing efficiently.

Staff Management:

• Organize and assign tasks to team members, ensuring clarity in expectations and deadlines.
• Provide training and constructive feedback to staff, addressing workload issues as they arise.
• Ensure assessment forms are completed and feedback is provided for all jobs.
• Foster communication with junior staff to resolve any challenges.
• Pursue personal and team training opportunities.

Business Development:

• Prepare proposals for new business opportunities.
• Attend marketing events and present at seminars when needed.
• Engage in client segment focus groups and develop personal contacts to identify opportunities for Evelyn Partners.

Qualifications

To thrive in this role, candidates should possess:

• An accounting qualification such as ACA, CA, or ACCA.
• Significant external audit experience within a professional services environment.
• Experience working with entrepreneurial, OMB, SME, and AIM-listed clients.
• A proactive approach to business development, including proposal preparation and networking.
• A strong understanding of accounting and auditing standards and their industry applications.
• Excellent communication skills for liaising with clients, partners, and staff.
• Proven experience in managing and motivating teams to achieve optimal performance.
• Strong organizational skills to balance the needs of clients, partners, and staff while monitoring costs against budget.

Additional Information

At Evelyn Partners, we offer a competitive salary and an array of benefits, including:

• Private medical insurance
• Life assurance
• Pension contributions
• A hybrid working model (role-dependent)
• A generous holiday package with options to purchase additional days
• Shared parental leave

We value the differences a diverse workforce brings, representing our society and client base. At Evelyn Partners, we actively support employee resource groups and implement diversity, equity, and inclusion initiatives. We are committed to creating a workplace where all colleagues feel respected and empowered to reach their full potential in a safe and supportive environment.

We are also happy to make reasonable adjustments to accommodate your needs during the application process. Please inform your Recruiter of any requirements.

Vacant Positions