Audit Senior - Private Wealth and Estates

Job Title: Audit Senior - Private Wealth and Estates
Contract Type: Permanent
Location: London
Salary: market rate salary
Reference: SAFFERY-2
Job Published: November 27, 2018 14:47

Job Description

The Private Wealth and Estates Group are looking for an Audit Senior to join the team in London.


The role

To become part of the team which provides a wide range of accounting, auditing and lead advisory services to our clients.

Apart from clients in the liquid wealth and farming/landed estates and sectors, which are generally assigned to the Private Wealth and Estates Group, the Group also advises businesses ranging in size from multi-national corporations to small family companies, many of which are owned by wealthy individuals.

The aim is to provide outstanding service in a professional and efficient manner tailored to give the client the benefit of exceptional advice and maximum added value, treating their personal and business interests as one.

The jobholder will work alongside partners and managers in the Private Wealth and Estates Group to deliver high quality advice and compliance services to our clients. Whilst many of the firms largest clients are served by London based partners, the day to day compliance work is often located in a regional office. 


The individual

The applicant should be able to demonstrate the following skills and behaviours:

  • Demonstrate a passion for delivering quality and ensures that client needs are met, benefiting both the client and the firm.
  • Defines performance measures and continuously looks to assess, improve and achieve objectives.
  • Sets priorities, defines activities, gives responsibilities and plans work so that results are achieved on time.
  • Seeks self-development and provides support that enables others to develop within the firm.
  • Works cooperatively with others, positively influences them and ensures team participation to support the firm’s goals.
  • Thinks widely and laterally to identify and consider different options before determining the best solution.
  • Listens to, understands and communicates confidently with others in a clear, concise, polite and purposeful way.
  • Motivates self and others to succeed for the benefit of the firm.

In addition to the above the individual should be organised and commercially minded. They should display a flexible, professional approach and have the confidence and ability to establish credibility with Partners and clients.


Education and experience

Applicants will have been successful in the education system to 2.1 degree level. Professional training experience should have been broad based with exposure to a good range of clients both in size and sector. Good pass rates in the professional exams (ACA/ACCA or international equivalent) would also be expected.

There is potential to study for the CTA qualification in due course.


The department

Our Private Wealth and Estates Group is recognised in the market for its expertise in advising private clients and their businesses. In particular, we have a large client base in the Landed Estates sector, with clients spread across the UK.

We provide a personal partner-led service, concentrating on personal and business finances. This deliberate focus is our strength; we do not try to be all things to all people. Instead we choose to specialise in looking after private clients (whatever their source of wealth), where we have real in-depth expertise and experience.

We provide comprehensive compliance services for our clients including accounts preparation, auditing, tax compliance and payroll services. Clients use us for a wide variety of services: advising on different types of trusts, accounting legislation, asset protection or estate planning; or the tax-efficient structuring of their affairs. We have considerable experience in advising on international and cross-border issues. We use our diverse commercial experience to advise on the issues facing high net worth individuals today, such as the financing of business interests, maintenance, and passing on of wealth and the tax efficient streamlining of their affairs.


The office

Our London office is home to more than 30 partners and 200 members of staff.

We offer accounting, audit and assurance, business advisory, corporate finance, forensic and litigation, outsourcing, tax and VAT services. We act for businesses and individuals both in the UK and internationally. Our staff work regularly and closely with their colleagues in our regional offices to provide a seamless service to clients, wherever they are located.