Director - Business Outsourcing Services
* Full-time
* Office Location: Cambridge
Evelyn Partners is a top ten UK accountancy and advisory firm. Since 1881, we’ve worked with our clients to unlock opportunities and navigate the challenges of a changing world. As a trusted partner, we bring clarity to clients with complex requirements, shaping solutions that make a difference. Offering a broad range of services spanning business and private client tax advice, assurance and business services, and a suite of advisory and digital services, we work with clients to understand their needs, uncover value, and support every stage of business and life. We believe this is how we can best support our clients' growth.
It's our vision to be the go-to professional services firm for sophisticated businesses and private clients with complex needs, and our success hinges on our people. We are a team of highly skilled and passionate professionals, who are empowered to achieve their career aspirations as we continue to build our business.
It has been announced that the group’s professional services business will be re-branded to S&W in Q1 2025.
What will you be doing?
We are looking for a dynamic, motivated, and experienced professional to join our Business Outsourcing Services (BOS) team, which sits within our Assurance & Business Services (ABS) department.
The role will report directly to the Hub Lead who leads and supports the Business Outsourcing Services’ teams under their remit. This role will also require you to work closely with the Regional Managing Partner of the Cambridge office to support the marketing, business development, and growth plans for the office.
The key element of this role is to grow the Cambridge office BOS portfolio of fees year-on-year, formulating and implementing a business growth strategy for the SME business offering to the external market, covering Accounts, Payroll, Company Secretarial, and related services.
As Director, your responsibilities will include among others:
* Compile and implement a Business Development and Marketing plan strategy to win work from the external market, including but not limited to forging partnerships with entities/bodies who could provide a pipeline of work, hosting webinars & events, external networking, and building your brand in the external market.
* Attending calls with prospective new BOS clients to win the work, capturing your BOS wins on PowerBI.
* Handle smooth handover and implementation of new clients transferring in on a timely basis, to ensure a positive client experience:
o From other Evelyn Partner teams/offices;
o From other accountants/providers;
o New start-up companies.
* This would include arranging for the preparation of quotes, engagement letters, and the handling of Anti-Money Laundering procedures.
* Manage and support the Managers & Associate Directors within the BOS team to ensure they take shared responsibility for the portfolio of BOS clients, including the allocation of jobs and the monitoring of capacity issues within the team.
* Ensure the BOS team members raise all fee notes on time. Review and approve the fee notes raised by the team. Review Work-In-Progress (WIP) for BOS client engagements on a monthly/quarterly basis to assess whether billing, provisioning, or fee renegotiation is required.
* Monitor the Gross Margin % on all assignments within your BOS portfolio and address any clients achieving a margin below the stipulated guidance issued by the national head of BOS.
Skills and Experience
To be successful in this role, you should:
* Have an Accounts Qualification or key experience to be successful in the role.
* Evidence of winning work in the market and enthusiasm to grow the portfolio.
* Ability to be the client’s main point of contact.
* Experience of managing people and growing a team.
* Must have very good Microsoft Excel skills.
* Interest in technology and how this could be used to create efficiencies.
As a colleague here at Evelyn Partners, you will have access to benefits that include:
* Private medical insurance
* Life assurance
* Pension contribution
* 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 your needs throughout the application process. Please let your Recruiter know.
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