Audit Manager

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Company Description

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

Why join Evelyn Partners Audit?

We're really proud of our highly successful Evelyn Partners Audit department. We hold ourselves to high standards and work together to produce quality, incisive audit work in a collegiate environment. We're focused in working with an expanding client base of dynamic mid-market businesses whom are evolving and changing; which gives our team continual development opportunities and new experiences.

Job Purpose:

To manage the audit process for a portfolio of clients, including managing the relationship between the client and the engagement team. Your focus is on engagement management and supervising others to deliver excellent client service and a high-quality audit. If required, you will also assist with management of the team, department and potentially the wider firm. Where appropriate, you may become involved in non-audit assignments on an ad hoc basis.

Principal duties/activities:

Quality:

• Demonstrate and promote commitment to audit quality and professional standards, future developments and their impact
• Monitor quality and manage risk at the engagement level, whilst still focusing on high-quality service
• Leverage ideas, perspectives and tools to deliver and promote technical excellence within the team

Client and project Management:

• Identify issues, propose solutions, and agree resolutions with clients, more senior managers and RIs
• Track the work status of each audit engagement, keeping clients, more senior managers and RIs up to date with progress
• Effectively communicate to clients, more senior managers and RIs any difficulties faced which may impact delivery
• Maintain relationships with clients throughout the year via open and proactive communication
• Build credibility by developing awareness of client sector and competitors, and impact on our work
• Ensure clients receive an efficient and proactive service and expectations are exceeded

Team management:

• Take ownership of coaching and development of more junior team members, prepare and present training as required
• Give timely, detailed and constructive feedback, both informally and via Job Assessment Forms
• As the Appraiser of more junior team members, take responsibility of their appraisal process

• Complete delegated administrative responsibilities (e.g. timesheet authorisations, IT software updates, carry out first interviews and providing recruitment recommendations, etc.) by required deadlines.

Client management:

• Build professional client relationships.
• Complete client service requirements to the required standards.
• Plan and delegate client related work to internal, external and/or statutory deadlines.
• Ensure compliance with assignment budgets and deadlines.
• Work with other departments as necessary to service clients' needs.

Decision making:

• A high level of personal pride in own work, responsibility and initiative would be expected.
• Where appropriate, this should be balanced with the need to report back to Directors to keep them informed of job progression and additional client requirements and ensure their agreement.
• A high degree of autonomy would be expected, whilst still operating within expected firm procedures and processes.

Skills, knowledge and competencies:

• Proven experience of reviewing and overseeing a wide variety of accounting assignments under FRS 102, FRS 102 Section 1A, and FRS 105, of varying sizes and complexity.
• A degree of exposure to group/consolidated accounts essential.
• Exposure to IFRS desirable, but not essential.
• Proven experience of reviewing and overseeing a variety of statutory audit assignments, compliant with ISAs.
• Exceptional level of personal organisation, and a proven ability to manage staff time and meet deadlines.
• Exceptional technical competence and experience.
• Demonstrate strong analytical and logical skills.
• Technically up to date with awareness of relevant regulatory frameworks.
• Unquestionable integrity, with excellent communication skills and a flexible, adaptable and committed attitude.
• Very strong planning skills to provided high standards of client care within tight deadlines. Assessing staff needs and preparing budgets.
• Ability to work well within a highly professional team environment.
• Ability to train junior staff, assess and meet their training needs to develop well rounded, highly skilled seniors.
• Robust IT skills.

Business Development:

• Prepare proposals for new work.
• Attend relevant marketing events.
• Present at seminars if required.
• Attend relevant client segment focus group meetings.
• Develop personal contacts.
• Identify and develop opportunities for Evelyn Partners with current clients.

Qualifications

To be successful in this role, you should possess:

• An accounting Qualification such as ACA, CA, ACCA.
• Significant external audit experience gained within a professional services environment.
• Experience of working with entrepreneurial, OMB, SME and AIM listed clients.
• Experience of (and appetite for) business development activities such as targeting, preparation of proposal documents,
• proposal presentations and attendance of networking events
• Demonstrable working knowledge of accounting and auditing standards, industry specifics and their application.
• Good working knowledge of skill requirements of staff at various levels to ensure work undertaken by appropriate individual.
• Strong communication skills in order to liaise with clients, Partners, staff and other professionals.
• Previous experience of management and motivation of staff to ensure best performance.
• Organisation to ensure needs of clients, partners and staff are all met.
• Monitoring costs against budget for individual clients.

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.

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