Business Advisory Manager
Job description
The Business Advisory Manager position with Job OverviewWe centres on overseeing planning for client meetings, including drafting agendas, attending meetings with CRM, and preparing accurate minutes and action points with follow‑up. It would suit someone who can bring a leader of your work and your professional learning to the role.
Where ownership sits
Manage and delegate work across the team, monitor progress and ensure deadlines and client expectations are met. Monitor the team diary, ensure tasks are actioned, and maintain full oversight of delivery timelines.
What the role carries
Overseeing planning for client meetings, including drafting agendas, attending meetings with CRM, and preparing accurate minutes and action points with follow‑up. Preparing reports, summaries and outputs for technical review and then issuing by CRM. Identify technical issues and advisory opportunities requiring specialist advice; coordinate with internal teams or external advisers to obtain appropriate guidance, and see this t.
What helps the work land well
A leader of your work and your professional learning. Strong professional approach.
What the role depends on
- Act as the primary client contact for ad hoc queries unless CRM involvement is required.
- Experience in using accounts and tax software packages.
- Good working knowledge of clients’ accounting systems.
Practical details
- Additional detail: Training or development support may be provided.
Requirements mentioned
- CIMA/ACCA/ACA
Job details
- Benefits mentioned: Training
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