Evelyn Partners is the UK’s leading wealth management and professional services firm with over 186 years of experience. We help individuals, families, charities, and businesses with a wide range of financial and professional services. Our mission is to bring the power of good advice to everyone, no matter where they are on their financial journey.

Audit Assistant Manager at Evelyn Partners

Company Overview

Evelyn Partners is the UK’s leading wealth management and professional services firm with over 186 years of experience. We help individuals, families, charities, and businesses with a wide range of financial and professional services. Our mission is to bring the power of good advice to everyone, no matter where they are on their financial journey.

Our growth and success are driven by our core values:

• Personal: We offer advice based on a deep understanding of what matters to our clients.
• Partnership: We work closely with our clients, fostering strong, collaborative relationships.
• Performance: We bring extensive expertise to deliver outstanding results.

Why Join Evelyn Partners’ Audit Team?

At Evelyn Partners, our Audit team is highly successful and continually growing. We are proud of the quality work we deliver in a collaborative and supportive environment. Our team works with a dynamic range of mid-market businesses that are constantly evolving, offering exciting opportunities for learning and development. If you’re looking to grow your career in one of the fastest-growing audit firms in the UK, this is the place for you.

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Your Role

As an Audit Assistant Manager, you will manage the audit process from planning to completion for each assignment. You will ensure clients receive top-quality service by effectively managing resources and coordinating with different departments.

Key Responsibilities

• Build relationships with key client contacts.
• Provide proactive, efficient service to clients and exceed their expectations.
• Identify and resolve any issues in collaboration with the Partner or Director.
• Stay informed about the client’s business and how it impacts our work.
• Identify potential opportunities for Evelyn Partners to offer additional services.
• Regularly communicate with clients to update them on progress and address any challenges.

Qualifications

To succeed in this role, you will need:

• A qualified accountant certification (ACA, CA, ACCA).
• Proven experience in audit and accounts, preferably within a professional services firm.
• Strong communication skills for effective collaboration with clients and team members.
• Experience supervising and delegating work to others.
• Ability to motivate staff to deliver their best performance.
• Excellent organizational skills to manage multiple assignments at once.
• The ability to monitor costs and stay within budget for individual clients.

Additional Benefits

At Evelyn Partners, we offer a range of benefits, including:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contributions
• Hybrid working model (depending on the role)
• Generous holiday allowance with the option to buy more
• Shared parental leave

We are committed to fostering a diverse, inclusive environment where everyone feels respected and supported. Evelyn Partners is proud of our active employee resource groups and the diversity, equity, and inclusion initiatives we have in place. We are dedicated to providing a workplace where colleagues of all backgrounds can achieve their full potential.

If you need any adjustments during the application process, please inform your recruiter.

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