Business Advisory Services Manager

  • Department: Business Advisory Services
  • Experience Level: Experienced
  • Location: Glasgow and East Kilbride
  • Hours: 37.5 hrs/week, Mon-Fri

We are seeking Managers to join our Business Advisory Services team in Glasgow and East Kilbride.

About Us

Wbg’s roots lie in a forward-thinking and dynamic business that has evolved through vision, energy and the quality of its people. The company’s heritage stretches back 300 years as a reputable and trusted partner. We are in a new period of evolution as an ambitious player in an exciting market, and our mission is to help our people and clients achieve their ambitions.

About the Team

The Business Advisory Services (BAS) team comprises professional sub-teams which cover Finance Outsourcing (bookkeeping), Accounts and a specialist GP Practice service provision.  Our client base includes small and medium-sized organisations across various industry sectors including charities, farming, retail and healthcare.

The BAS Team support our clients with compliance and advisory services. This includes compliance services such as audit exempt statutory accounts for limited companies (and some LLP’s, CIC’s CASC’s, clubs etc.) alongside unincorporated businesses. We also assist our tax team with preparation of draft tax comps and provide a full range of company secretarial services. We offer outsource finance support ranging from bookkeeping, management accounts to full virtual finance function.

There is a broad range of clients of various sizes, sectors and locations. The team have specialisms in various sectors including Healthcare (GP practices, dental and pharmacy), Hospitality (Food & drink production, hotels, restaurants), Farming (Cattle & sheep, land services), Charities (reporting).

The team are Xero experts and predominantly use Xero for bookkeeping and accounts preparation with CCH for the final accounts production.

About the Job

We seek an experienced professional to manage the teams within our department. The successful candidate will be responsible for a sizeable client portfolio as well as a share in the development and management of the department.

Key Responsibilities

Client Manager

  • Managing a dedicated client portfolio and ensuring the service delivery runs on time and to budget
  • Reviewing assignments and ensuring quality
  • Building and maintaining effective relationships with clients and act as trusted advisor
  • Undertaking technical specialist work as needed

Staff Manager

  • Managing and mentoring team
  • Delivering team training needs and technical updates
  • Completing staff appraisals
  • Recruiting and inducting new employees
  • Managing team performance

Department Manager

  • Delivering the Partners’ strategy
  • Delivering day-to-day dept services to ensure outputs are achieved on time, to budget and within agreed timeframe, including: deadlines monitored, workflow/planner updated, client communication, client expectations managed
  • Producing department KPI’s
  • Assisting with writing of tenders and quotes
  • Actively contributing to the business development
  • Any other appropriate tasks, as directed

Reporting to

Management team

About You

Successful candidates must be able to work within a professional office environment across our client base. You should be degree educated (or equivalent) and must hold appropriate professional qualifications, or be qualified by experience. You will play a key role in the management and development of the department. In addition:

  • Excellent technical knowledge, and proven experience of accounts production
  • Proven experience of year end accounts production software preferably CCH as well as cloud bookkeeping software – Xero, Sage Business Cloud and QuickBooks Online and related apps
  • Experience of practice management software
  • Experience of MS Office products esp. Outlook, Teams, Excel and Word

Personal Qualities

  • Proven organisational skills
  • Takes ownership of the task
  • Excellent communication skills (verbal and written)
  • Enthusiastic, results driven, co-operative
  • Positive and confident approach to work
  • Client focussed
  • Quality approach to work (first time, on time, every time)
  • Can work effectively in a team environment or on own initiative

Other Information

Based:  The role will be based at our Bath Street offices and East Kilbride; Hybrid working pattern
Hours:  37.5 hours/week, Flexible working, Monday – Friday
Salary:  Competitive
Other: 

  • We have developed a set of Essential Behaviours which form part of every role profile and contribute to positive culture

How to Apply

All applicants should apply in writing attaching a current CV to recruitment@wbg.co.uk.

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