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Business Advisory Senior

United Kingdom, Stirling · Job Posted June 10, 2026
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Job Description

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
  • Consideration will also be made of applications from individuals with strong experience but no professional qualification
  • Strong IT skills and experience in using accounting packages
  • Good working knowledge of clients' accounting systems such as Sage, Xero and QuickBooks
  • Tax experience would be an advantage
  • Candidates must have the right to work in the UK permanently and without any restrictions

Nice to have

Tax experience would be an advantage

What we offer

Hybrid and flexible working

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