Evelyn Partners
Finance • B2C • Banking
Evelyn Partners is one of the UK's top-tier wealth management and accountancy firms, offering a comprehensive range of services that include financial planning, investment management, personal tax services, and business advisory consulting. The firm specializes in helping individuals and families manage their wealth through various life stages, providing tailored solutions for retirement planning, tax strategies, and estate planning. Additionally, they support businesses with corporate finance, assurance services, and turnaround strategies, while also catering to the needs of charities and professional partners.
Assistant Manager – Business Outsourcing Services
Job not on LinkedIn
November 21
🇬🇧 United Kingdom – Remote
⏰ Full Time
🟡 Mid-level
🟠 Senior
🛒 Procurement
🇬🇧 UK Skilled Worker Visa Sponsor
Evelyn Partners
Finance • B2C • Banking
Evelyn Partners is one of the UK's top-tier wealth management and accountancy firms, offering a comprehensive range of services that include financial planning, investment management, personal tax services, and business advisory consulting. The firm specializes in helping individuals and families manage their wealth through various life stages, providing tailored solutions for retirement planning, tax strategies, and estate planning. Additionally, they support businesses with corporate finance, assurance services, and turnaround strategies, while also catering to the needs of charities and professional partners.
📋 Description
• Managing your own portfolio of clients whilst working as part of a team to provide clients with a range of services including statutory accounts, bookkeeping, management accounts, VAT returns, corporation tax returns, software implementation and 'health-checks' of their systems • Giving exceptional client service, taking the lead in managing and developing client relationships • Identifying opportunities on client portfolio • Be familiar with our internal accounting software as well as other cloud accounting technologies • Providing advice and solutions to clients in response to their accounting queries • Using automation to improve efficiencies for our clients' finance function and prioritising tasks for clients, whilst monitoring time against budget
🎯 Requirements
• Qualified accountant (ACA or ACCA) or qualified by experience • Demonstrable experience working in professional practice • Experience working on statutory accounts preparation, VAT returns, management accounts, corporation tax and bookkeeping • Technically capable and able to manage complex client work • Demonstrable experience of managing people and clients • Experience of dealing with senior stakeholders both internally and externally • Experience of the following software is desirable: Silverfin, Xero, Sage, Quickbooks, Excel
🏖️ Benefits
• Private medical insurance • Life assurance • Pension contribution • Hybrid working model (role dependent) • Generous holiday package • Option to purchase additional holiday • Shared parental leave • Fully funded training towards professional qualifications • Cycle to work scheme • Season ticket loan • Eye care support
Apply Now