Business Advisory Senior – Taunton
A fantastic opportunity has arisen for an experienced Business Advisory Senior to join a respected professional services firm in Taunton. This role is ideal for an ACA or ACCA‑qualified accountant (or finalist) with strong experience in business advisory, management accounts, financial reporting, budgeting, forecasting, KPI analysis and supporting SMEs and owner‑managed businesses (OMBs). If you’re seeking a senior business advisory role in Somerset with hybrid working, progression opportunities and exposure to a wide range of commercial clients, this position offers exceptional long‑term development.
Business Advisory Senior Role Overview – Management Accounts, Advisory Services, SME Advisory & Financial Reporting
You will support and manage a diverse portfolio of business clients across Taunton, Taunton Town Centre, Taunton Deane, South Somerset, Bridgwater, Wellington, Cullompton, Tiverton and the wider South West region. Your work will include management accounts, financial reporting, budgeting, forecasting, cashflow planning, KPI reporting, digital accounting support, cloud accounting systems and delivering commercial insights to help clients improve performance, profitability and operational decision‑making.
This position suits someone who enjoys hands‑on advisory work, building strong client relationships and contributing to a growing business advisory team.
Key Responsibilities – Management Accounts, Advisory & Client Support
- Prepare and review management accounts, financial reports and monthly/quarterly reviews
- Support budgeting, forecasting, cashflow planning and KPI reporting
- Deliver advisory insights to help clients improve performance and decision‑making
- Assist with year‑end accounts preparation and financial analysis
- Work closely with SMEs, OMBs and growing businesses across multiple sectors
- Support clients with digital accounting systems, cloud software and process improvements
- Liaise with business owners and management teams to present findings and recommendations
- Mentor junior team members and support their development
- Ensure compliance with accounting standards and internal quality processes
- Identify opportunities to add value and support business development
Skills and Qualifications
- ACA or ACCA qualified, part‑qualified or finalist (or equivalent)
- Strong experience in business advisory, management accounts or general practice
- Excellent understanding of financial reporting, budgeting and forecasting
- Confident preparing and reviewing management accounts and advisory reports
- Strong communication and relationship‑building skills
- Ability to deliver clear, practical advice to business owners and management teams
- Proactive, organised and comfortable working to deadlines
What You’ll Bring
- Strong technical expertise in management accounts and business advisory work
- Experience supporting SMEs, OMBs and entrepreneurial clients
- Ability to interpret financial information and provide commercial insights
- A client‑focused approach with excellent communication skills
- Commercial awareness and the ability to identify advisory opportunities
- A collaborative mindset and willingness to support team development
Why This Business Advisory Senior Role in Taunton Is a Leading Opportunity
- Hybrid working and flexible arrangements
- Clear progression opportunities within a growing advisory team
- Exposure to a wide range of dynamic and growing businesses
- Opportunity to work closely with senior managers and directors
- Supportive, people‑focused culture with strong regional presence
- Modern Taunton offices, commutable from Bridgwater, Wellington, Cullompton, Tiverton and wider Somerset
- Ongoing CPD, technical training and professional development
About the Professional Services Firm Supporting Business Advisory Clients
You’ll be joining a well‑established independent professional services firm known for its high‑quality advisory, accounts and tax services. With a strong regional footprint and a collaborative culture, the firm offers excellent development opportunities, a modern working environment and the chance to work with a wide range of ambitious and growing businesses.
Frequently Asked Questions
What does a Business Advisory Senior do? They prepare management accounts, deliver advisory insights, support budgeting and forecasting, and work closely with SMEs and OMBs to improve financial performance.
What qualifications do I need? ACA or ACCA qualified, part‑qualified or finalist is typically required, along with strong experience in business advisory or management accounts.
What experience is needed for senior advisory roles? Experience in management accounts, budgeting, forecasting, financial reporting, KPI analysis and advisory work for SMEs and OMBs.
What types of clients will I work with? Owner‑managed businesses, SMEs, family‑run companies and growing enterprises across multiple sectors.
What skills are essential for a Business Advisory Senior? Technical expertise, commercial insight, communication skills and the ability to interpret financial information.
Is hybrid working available? Yes, hybrid and flexible working arrangements are commonly offered.
What progression opportunities exist? Business Advisory Seniors often progress to Assistant Manager, Manager and Senior Manager roles.
Apply Now
Apply now for this Business Advisory Senior role in Taunton and take the next step in your advisory and management accounts career with a forward‑thinking professional services team.
