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We are looking for a Business Advisory Senior to join our team in Tayside (Dundee/Forfar). We are looking to recruit a Business Advisory Senior to focus on accounts preparation and liaise with tax staff to meet client deadlines, flagging up issues and concerns to the Manager at an early stage.
Job Responsibility:
Ensuring that allocated Business Advisory work is handled effectively and correctly from start to finish and is done per the Firm’s policies and processes
Preparation of draft accounts for review from client records, clearance of review points and finalising of accounts
Initial preparation of business and personal tax computations
Ensuring standards are met
Alongside the relationship manager, ensuring any work to be done by the client or by our team is scheduled and a realistic budget is prepared
Opportunities to further assist the client are flagged up for the Manager
Arrange the timing of the tax and other business line work with the manager responsible for the client
Engage with the relationship manager and staff from other business lines, when required, to gain a good understanding of the business
Liaise with client staff while on the client’s premises, building effective relationships with clients’ staff
Monitor budgeted versus actual time spent, flagging up issues and overruns to the manager on a timely basis
Keep the Manager informed of issues which will affect the budget and the fee
Keep the client’s staff informed of progress and issues while maintaining confidentiality
Complete the accounts file and all required documentation
Requirements:
A background within public practice
Qualified or near to completing AAT, CA, ACCA or equivalent qualification
Strong IT skills and experience in using accounting packages
Good working knowledge of clients’ accounting systems such as Sage, Xero and QuickBooks
Candidates must have the right to work in the UK permanently and without any restrictions
Nice to have:
Tax experience would be an advantage
Consideration will also be made of applications from individuals with strong experience but no professional qualification
What we offer:
Hybrid and flexible working
JC Aspire learning programme
Leadership Development Programme accredited by the University of Strathclyde Business School at Masters degree level
Tools, support, and materials to develop your expertise