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Senior Manager - Accounts

Company Description

For over 180 years, Evelyn Partners has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve their financial aspirations. We believe that expert financial guidance should be accessible to all, and we’re dedicated to making that a reality.

Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients.

Job Description

What will you be doing ?

Our Business Outsourcing Services (BOS) is looking for experienced Senior Manager - Accounts to join the team in Dublin. You will be reporting directly to the Head of Business Outsourcing Services (BOS) and your principal task will be to develop the BOS practice in the Dublin office, building on an existing portfolio. You will take ownership of the day-to-day running of the service line and look to build a team around you as the practice develops. In order to be considered successful in your role, it is imperative that you manage your team, and run the portfolio of work in line with the National BOS KPI targets. Within this role you will be expected to develop a personal marketing approach, having ideas to create work for the individual and the firm, and to manage a portfolio of clients.

As a Senior Manager - Accounts, your responsibilities will include among others

  • Ensuring that clients receive an efficient and proactive service and client expectations are exceeded throughout the year. Liaise with client Partners and other Evelyn Partners staff where appropriate to ensure all are kept up to date with relevant issues.  
  • Review colleagues’ work in accordance with Evelyn Partners procedures and provide technical advice/support where necessary.
  • Organising a range of staff working on client engagements, ensuring that they are clear about the functions required, properly trained and receive appropriate feedback.  
  • Monitoring workloads to ensure most efficient use of resources and liasing with junior staff to assess any issues that need dealing with.
  • To attend prospective client meetings with Partners and Directors to promote our business service offering, that the prospect is interested in.
  • To prepare proposals for new work, attendance at marketing events, development of personal contacts and identification and development of opportunities for Evelyn Partners with current clients.  
  • To ensure assessment forms are completed and feedback given to staff on all jobs and ensuring appropriate in-house and external training received personally.

Qualifications

To be successful in this role, you should 

  • Be a qualified Accountant e.g. ACA, ACCA or CIMA
  • Have significant accounting experience gained within a professional services firm or commercial finance function.
  • Demonstrable practical understanding and application of management accounts, statutory accounts preparation, payroll, bookkeeping, VAT, company secretarial etc. 
  • Significant experience in dealing with clients and managing team.
  • Results orientated to meet and exceed client expectations, with a key focus on delivering high quality work that consistently meets client deadlines.
  • Previous experience of developing new business is preferred, however we will consider candidates who have the competencies and appetite to perform this as part of their role.

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.

Average salary estimate

$70000 / YEARLY (est.)
min
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$60000K
$80000K

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EMPLOYMENT TYPE
Full-time, hybrid
DATE POSTED
February 17, 2025

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