Senior Client Advisor Hays is working with a client who is actively looking for an experienced Senior Client Advisor to join their Finance Outsourcing team. This role is perfect for someone who is ready to take responsibility for a portfolio of clients and contribute to a dynamic Business Advisory Services team.
One of the largest independent accountancy firms in Scotland. The firm provides a wide range of services, including accounting, business advisory, and tax consultancy, to clients across the UK and Ireland. The team comprises professional sub-teams covering Finance Outsourcing (bookkeeping), Accounts, and a specialist GP Practice service provision. The client base includes small and medium-sized organisations across various industry sectors, including charities, farming, retail, and healthcare. The team supports clients with compliance and advisory services, including audit-exempt statutory accounts for limited companies and unincorporated businesses. They also assist the tax team with the preparation of draft tax computations and provide a full range of company secretarial services. Outsourced finance support ranges from bookkeeping and management accounts to a full virtual finance function. They are Xero experts and predominantly use Xero for bookkeeping and accounts preparation, with CCH for final accounts production.
As a Senior Client Advisor, you'll manage your own portfolio of clients, ensuring the smooth running of the portfolio from start to finish. This includes liaising with clients over the timetable for work, data collection, and progress, ensuring assignments are completed to agreed timetables and budgets, and addressing and resolving any questions or issues that arise. You'll also support and contribute to the management of the department, including business development, sales and marketing, quality, admin processes, and resource planning. Coaching and supporting team members will be a key part of your role, along with any other appropriate tasks as directed by the Manager.
To be successful in this role, you'll need excellent knowledge of, and proven experience in, bookkeeping, VAT, and management accounts preparation. You should have working experience with cloud bookkeeping software such as Xero, Sage Business Cloud, QuickBooks Online, and related apps, including setting up and onboarding clients to a cloud bookkeeping system. Experience with practice management software, especially CCH, and MS Office products (Outlook, Teams, Excel, and Word) is essential. You must be able to work within a busy office environment across the client base and have previous experience working in public practice. You should be educated to degree or Accounting Technician level or equivalent and hold appropriate qualifications in Maths and English. ACCA qualification (or equivalent) or working towards ACCA qualification is required. Personal Qualities
You should be client-focused, have a quality approach to work (first time, on time, every time), and be able to work effectively in a team environment or on your own initiative.
This role offers a competitive salary and a 50% hybrid working pattern. ACCA training support is available for successful candidates. Some overtime may be required at times of high workload, and some travel to support clients or to other offices may be necessary. A driving licence is beneficial.