Senior Business Services Advisor

🔒 Confidential Employer
Posted 13 August 2025
LOCATION
Lincoln
TYPE
Full-time
LEVEL
Mid-Senior level
CATEGORY
Accounts
This employer holds a UK Home Office sponsor license — sponsorship for this specific role is at the employer’s discretion

SKILLS

ACA/ACCA qualified Accountancy Practice Experience Client Portfolio Management Statutory Accounts Preparation Taxation Computations IT Proficient Excellent Communication Skills

FULL DESCRIPTION

Summary

A Senior Business Services Advisor position is available in Lincoln. The role involves managing a client portfolio, reviewing team work, and coordinating workflow. Candidates must be ACA or ACCA qualified with at least four years' experience in accountancy practice.

Key Responsibilities

  • To act as an advisor to owner managed businesses on a range of accounts and business issues
  • Manage own portfolio of clients, dealing with year end and other issues – developing great working relationships with your clients throughout the year
  • Reviewing of accounts and tax computations of other members of the team
  • Ensure client needs are met by managing deadlines and workflow
  • Preparation of statutory accounts for a range of client types and sizes
  • Preparation of business/corporate taxation computations and returns, dealing with routine associated tax queries
  • Possible involvement in audit assignments – dependant on need and experience
  • Assist the team with all technical aspects of servicing our clients (financial statements, audit, business taxation matters)

Key Requirements

  • Minimum of four years’ proven experience in accountancy practice in a multi-disciplined role
  • Qualified (ACA or ACCA)
  • Technically excellent
  • Commercially aware
  • Focused on meeting deadlines through effective time management
  • Proficient and confident with IT
  • Clean driving licence with access to a car for business use

The opportunity

With a minimum of four years’ current/recent practice experience, you will be looking for a new challenge.
This position is within a small but productive team in our Lincoln office. As well as having your own portfolio of clients to manage with a wide range of needs in various business sectors, you will be expected to be involved with reviewing of the team’s work and co-ordinating workflow to ensure client needs are met – and indeed exceeded!
Given the varied role, experience in a general practice role is required. Audit experience is preferred as you may be involved in assignments as needed.
You will be ACA or ACCA qualified.
In return we can offer you a competitive package of benefits in a supportive environment.

general responsibilities

  • To act as an advisor to owner managed businesses on a range of accounts and business issues
  • Manage own portfolio of clients, dealing with year end and other issues – developing great working relationships with your clients throughout the year
  • Reviewing of accounts and tax computations of other members of the team
  • Ensure client needs are met by managing deadlines and workflow
  • Preparation of statutory accounts for a range of client types and sizes
  • Preparation of business/corporate taxation computations and returns, dealing with routine associated tax queries
  • Possible involvement in audit assignments – dependant on need and experience
  • Assist the team with all technical aspects of servicing our clients (financial statements, audit, business taxation matters)

skills and qualities

  • Minimum of four years’ proven experience in accountancy practice in a multi-disciplined role
  • Qualified (ACA or ACCA)
  • Technically excellent
  • Commercially aware
  • Focused on meeting deadlines through effective time management
  • Proficient and confident with IT
  • Clean driving licence with access to a car for business use

desirable skills

  • Experience of professional networking
  • Experience of Iris suite of programs
  • Experienced at managing a wide-ranging portfolio of clients

personal skills

  • Motivated and committed to provide an excellent service to both clients and colleagues
  • Enthusiasm and desire to succeed
  • Excellent organisational skills – a “finisher”
  • A strong team player
  • Confident in the workplace and dealing with clients
  • A self-confident communicator – excellent verbal and written communication skills

working conditions and package

  • Flexible working hours/conditions
  • 23 days’ annual leave plus bank holidays
  • Annual leave trading scheme *
  • Salary dependant on experience
  • Contributory pension scheme
  • Healthplan cashback scheme
  • Permanent health insurance scheme *
  • Death in Service benefit

Apply for this role

To apply for this role, include your CV and covering letter telling us why you want to work for [Employer hidden — view at passion-project.co.uk] and detailing your experience.

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