Valuations Associate Director at Evelyn Partners

Birmingham, England, United Kingdom -

Full Time

Start Date

Immediate

Expiry Date

02 Sep, 26

Salary

0.0

Posted On

04 Jun, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Business Valuation, Share Valuation, Financial Modelling, Intangible Asset Valuation, Tax Valuation, Financial Reporting, Client Relationship Management, Team Leadership, Risk Management, Purchase Price Allocation, IP Valuation, Compliance, Business Development, Strategic Planning, Quality Control, Communication

Industry

Financial Services

Description

Company Description At S&W, we help our clients thrive by simplifying the complex, illuminating new paths, and shaping solutions that make a difference. As one of the UK’s top 10 fastest-growing accountancy firms, we have been a trusted partner since 1881—helping businesses and individuals meet challenges and seize opportunities across generations. Built on expertise and driven by ambition, we provide a comprehensive range of services, including tax and accountancy, advisory and assurance, corporate finance, and restructuring. We are defined by our purpose—to help navigate challenges, unlock potential, and achieve the extraordinary. Job Description What will you be doing? Our Valuations team delivers a broad spectrum of valuation services for commercial, financial reporting, and tax purposes, supporting both contentious and non-contentious matters. With a strong focus on business and share valuations but also prepare valuations of intangible assets (for IP structuring or post-acquisition) and incentive scheme awards (e.g., share options and management share plans). This is an exciting opportunity to be part of a dynamic and expanding team. We’re recruiting across Birmingham, Newcastle, and Cambridge, offering you the chance to contribute to high-impact work in a collaborative environment. As Valuations Associate Director, your responsibilities will include among others Overall responsibility for delivering a large number of valuation products and provide excellent client service at all times Strong technical expertise in certain valuation field (tax, accounting, commercial) or industries (FS, Consumer Product, TMT, etc..). Build and cultivate relationships with clients and potential clients of the group. Responsibility for encouraging and developing managers and other junior staff members. Contributing to training sessions of your department and/or office if relevant. Ensure your clients’ requirements are serviced by members of your team of appropriate seniority, experience and technical ability and with the capacity to do the work to the highest standard. Act for your clients in a professional manner that provides a role model for your team and department. Assist your Head of Department (HoD) or other partners/directors with proposals, marketing and business development activities for your field of expertise as agreed with your counsellor. Quality control, compliance and risk management Ensure compliance with the group’s internal procedures and best practice so as not to expose the group to unacceptable levels of risk. Maintain personal technical competence and keep developing technical skillsets to prepare to a future national technical role or industry role Report complaints and potential PI issues for your team/direct reports in line with the group’s complaints procedures. Proactively managing teams and understanding client's expectations. Supervising the performance and workload of the team (i.e. direct report). This role requires the individual to have demonstrated exposure to a wide variety of valuation work, clients and sectors. In addition to the diversity of projects, the individual must have led a large number of valuation assignments. Qualifications To be successful in this role, you should have Significant experience of valuations across all purposes (commercial, accounting and tax). Advanced knowledge of valuation methodologies and modelling and first-class valuation technical skills. History of providing these for different valuation purposes (e.g., accounting, tax and commercial purposes) and various contexts such as purchase price allocations, IP valuations, share options, derivatives and growth shares. Up-to-date working knowledge of key valuation methodologies and best practice modelling. Experience of managing a team of valuers working simultaneously on different projects. Customer focus –core to your role is to provide an excellent service to clients. Judgement – the firm relies on your judgement in the services supplied to clients. This has to be delivered as per the client’s needs, technically excellent, commercial and on time. Technical expertise – strong technical leadership and maintaining your technical competence is critical to ensuring clients receive an excellent service. Communication – you communicate both verbally and in writing in an engaging and purposeful manner. Professional Qualifications and Education MBA or similar master degree in finance Educated to degree level or equivalent and completion or working towards a relevant professional qualification (e.g., CFA or Chartered Accountant ACA/CA/ACCA - or international equivalent). Additional Information As a colleague here at S&W you will have access to benefits that include Competitive salary 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 We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At S&W 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 workplace 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. Office Location: Birmingham

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Responsibilities

The Associate Director is responsible for delivering a high volume of valuation products across commercial, tax, and accounting purposes while ensuring excellent client service. They will lead and develop junior staff, manage risk and compliance, and support business development activities.