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This is an exciting opportunity for a highly motivated individual to play a key role in providing strategic financial guidance and advisory services to a diverse portfolio of clients. You’ll play a key part in people management within the Accounts & Business Advisory team, contributing to and promoting team culture and maintaining good working relationships.
Key Responsibilities
- Manage a portfolio of clients, acting as a trusted business adviser and developing long-term client relationships.
- Provide proactive business, financial and strategic advice, helping clients identify opportunities, address challenges and achieve their growth objectives.
- Use analytical procedures, accounting ratios and other benchmarking techniques to assess the viability of a client’s business and advise the client accordingly.
- Identify opportunities to add value through wider advisory services and collaborate with specialist teams across Dains to deliver holistic client solutions.
- Support clients with business planning, cash flow forecasting, profitability improvement and operational decision-making.
- Support and contribute to client meetings, providing clear and commercially focused financial analysis to aid decision-making while developing the skills to lead client discussions.
- Review accounts (unincorporated and incorporated) prepared by team members, ensuring accuracy and quality.
- Build a strong understanding of clients' businesses, industries and strategic goals to provide tailored advice throughout the year.
- Manage the financial performance of a client portfolio, including WIP, billing, recoveries and debt management.
- Work closely with Senior Manager, Directors and Partners to deliver exceptional client service and identify opportunities for business development.
- Support new business generation through networking, referrals, prospect meetings and converting enquiries into long-term client relationships.
- Advise clients on cloud accounting systems and digital solutions (eg Xero, Sage, Quickbooks etc) helping businesses improve efficiency and reporting capabilities.
- Manage, mentor and develop team members through to Senior level, providing coaching, technical guidance and performance support.
- Liaise with the Operations Manager regarding resource planning and workload management.
- Maintain strong communication across teams and departments to ensure a collaborative and client-centric approach.
- Achieve chargeable hour and business performance targets whilst delivering a high-quality advisory service.
Skills, Knowledge & Expertise
Education: You will be ICAS or ACCA qualified with a full CPD record appropriate to
requirement for your qualification.
Professional Experience: You have a proven track record in supervising a designated
client portfolio including managing workflow, preparation, review, meeting the client,
invoicing the work, and meeting statutory deadlines.
Leadership and Management Skills: You possess strong leadership qualities which
enable you to mentor, train and develop the team through organisational skills,
delegation, and clear guidance of processes, practices and systems / softwares.
Technical Skills: You have excellent knowledge of the main accounting systems in the
marketplace (eg Xero, Sage, Quickbooks etc) in order to assist and advise clients
accordingly.
Communication Skills: Your exceptional communication skills enable you to maintain
effective and proactive communication with own team, management, other
departments and clients.
Building relationships: You demonstrate the ability to develop and maintain effective,
trusted relationships with clients. Proactively build rapport, deepening understanding of
clients’ businesses, and contribute accordingly during prospective client meetings
alongside Manager/Partner.
requirement for your qualification.
Professional Experience: You have a proven track record in supervising a designated
client portfolio including managing workflow, preparation, review, meeting the client,
invoicing the work, and meeting statutory deadlines.
Leadership and Management Skills: You possess strong leadership qualities which
enable you to mentor, train and develop the team through organisational skills,
delegation, and clear guidance of processes, practices and systems / softwares.
Technical Skills: You have excellent knowledge of the main accounting systems in the
marketplace (eg Xero, Sage, Quickbooks etc) in order to assist and advise clients
accordingly.
Communication Skills: Your exceptional communication skills enable you to maintain
effective and proactive communication with own team, management, other
departments and clients.
Building relationships: You demonstrate the ability to develop and maintain effective,
trusted relationships with clients. Proactively build rapport, deepening understanding of
clients’ businesses, and contribute accordingly during prospective client meetings
alongside Manager/Partner.
Job Benefits
- Flexible and hybrid working options
- 25 days annual leave plus bank holidays, increasing with service, with the option to buy or sell days
- Financial security through life assurance and a competitive pension scheme, with access to private medical insurance through both company-funded and self-funded options
- Greener travel options through our electric car scheme and cycle to work programme
- A vibrant social culture with regular team and firm-wide events
- Enhanced maternity and paternity pay to support you and your family through life’s important moments
- Employee resource groups promoting inclusion and connection
- “Dains in the Community”, supporting charity, wellbeing and local initiatives
