Business Advisory Senior

Job Summary

We are looking for a Business Advisory Senior to focus on accounts preparation and liaison with tax staff to meet client deadlines, flagging issues and concerns to the Manager early.

Responsibilities

• Ensure that allocated Business Advisory work is handled effectively and correctly from start to finish, adhering to the firm’s policies and processes.
• Prepare draft accounts from client records, clear review points, and finalize accounts.
• Initial preparation of business and personal tax computations, ensuring:
  • Standards are met.
  • With the relationship manager, schedule and prepare realistic budgets for client or team work.
  • Flag opportunities for further client assistance to the Manager.
• Arrange timing of tax and other business line work with the manager responsible for the client.
• Engage with the relationship manager and staff from other business lines to g...