About the role

An opportunity for an experienced accountancy professional to manage a portfolio of business clients, build strong relationships and provide proactive financial and commercial advice to help businesses grow and improve performance.

The role goes beyond traditional accounts and compliance work, with a focus on helping business owners understand their numbers, make informed decisions and identify opportunities for growth.

Key responsibilities

• Manage a portfolio of clients, acting as their main point of contact and trusted adviser.
• Build long-term client relationships and provide proactive financial and commercial advice.
• Review management accounts, budgets, forecasts and financial performance to identify risks and opportunities.
• Help clients understand their financial position and make better business decisions.
• Identify opportunities to provide additional services and support clients’ wider business needs.
• Oversee workflow, deadlines and the quality of client deliverables.
• Lead, coach and develop a team, supporting their technical skills and professional growth.
• Work collaboratively with colleagues across different service areas to deliver the best outcomes for clients.
• Identify ways to improve processes, efficiency and the overall client experience.

What they’re looking for

• Experience managing a portfolio of clients within an accountancy practice or professional services environment.
• Strong technical accounting and business advisory knowledge.
• Experience with management accounts, budgeting, forecasting and financial analysis.
• Excellent client relationship and communication skills.
• Experience coaching, mentoring or managing team members.
• A commercial mindset, with the ability to look beyond compliance and provide meaningful business advice.
• Confidence using cloud accounting software and modern financial systems.

Who would this suit?

An experienced Business Advisory Manager or Senior Manager who enjoys working closely with business owners, providing financial insight and developing client relationships, while also leading and supporting a team.

The ideal candidate will be comfortable balancing technical accounting work with commercial advisory responsibilities and helping clients make strategic business decisions.