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 and Careers | Evelyn Partners
Job Description
What will you be doing?
We’re seeking a talented individual to join our team in Tunbridge Wells.
As Manager, your responsibilities will include among others
* Ensure that clients receive an efficient and proactive service and client expectations are exceeded throughout the year. Liaising with Clients, Partners and other Evelyn Partner staff where appropriate to ensure all are kept up to date with relevant issues
* Completing management and statutory accounts, including related services, and setting budgets - awareness of commercial aspects of clients’ business and impact on our work. Arrangement of timetable, booking of staff, planning and completion of management accounts, statutory accounts, VAT returns and other related assignments
* Preparation of proposals for new work, and development of opportunities for Evelyn Partners with current clients, assisting with embedding new clients into Evelyn Partners and within the client and staff portfolio, including work schedules.
* Attend to preparation of fee notes and fee covering letter for clients, in terms of the Business Outsourcing Services billing policy, for review by the relevant Associate Director, Director or Partner.
* Assist the Managers with cash collection of outstanding debtors for clients in the portfolio in accordance with our Business Outsourcing Services cash collection policy.
* Review and prepare monthly and quarterly management accounts, VAT returns, unaudited statutory accounts and review iXBRL tagged accounts once prepared by members of the team.
Why Tunbridge Wells?
* In our Tunbridge Wells office, you'll benefit from being in a fantastic open-plan space. We are also just five minutes' walk from the town centre, where there are plenty of shops, restaurants and bars with lots of green spaces around us for walks at lunchtime.
* In the Audit team, you'll have regular training sessions, delivered in-house by our Technical Team so that you stay up to date and are aware of topical issues.
* You will also benefit from using the latest audit software and data analytics tools.
* In Tunbridge Wells, we have weekly audit team catch-ups, so you will be clear on your work schedule and have the opportunity to really get to know your colleagues.
* Your line manager will also meet you regularly and support you from a pastoral perspective.
Qualifications
Skills and Experience
To be successful in this role, you should
* Qualified accountant (ACA, CA, ACCA) or qualified by experience.
* Attention to detail is imperative for the smooth running of the workflow and portfolio and an ability to assess a situation and reach a suitable conclusion based on the information available, both in terms of clients or staff.
* Ability to develop relationships and gain confidence of client, ensure all client work is carried out within the appropriate timescales through continual monitoring of progression of the work and ensure clients expectations are exceeded, by providing a first-class service at all times.
* Technical expertise to ensure accounts are produced to meet statutory requirements, VAT return issues are addressed or referred to the VAT department for their input, answer staff and client technical queries and make technical decisions.
* Have a good understanding of the commercial factors affecting the client and to be able to monitor the commercial effectiveness of work done by S&W by reviewing costs against budget.
* Proficient user of Sage, QuickBooks On-line, Xero and Microsoft Office packages.
Additional Information
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.