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Job Description

Deal Advisory Director / Senior Manager

Our client

Our client is an independent, director-led accountancy practice based in Southampton, where people truly come first. They foster a supportive and collaborative culture, valuing the wellbeing of their team as highly as the service they provide to clients. Their advice is focused on delivering real value—helping clients manage their businesses and personal financial affairs more efficiently, cost-effectively, and tax-efficiently, so they can retain more of what they earn.

The firm works closely with business owners and company directors at every stage of the business lifecycle, from start-up and growth through to consolidation, succession, and exit planning. In addition, they provide personal tax and financial planning advice to support long-term financial security and peace of mind for clients and their families.

Role Purpose

The Deal Advisory Director will play a key role within the Deal Advisory team, providing accounting, tax, and financial advisory services to clients involved in corporate transactions, business restructuring, growth initiatives, or investment activities.

Key Responsibilities

Initial phase (first 3 months):

  • Develop a strong understanding of the Deal Advisory offering, team capabilities, and available resources

  • Review, understand, and further develop systems and processes

  • Contribute to the communication of team objectives and capabilities internally

  • Build awareness of the team’s services and the Director’s role within the local professional community

Ongoing responsibilities:

  • Lead the delivery of Deal Advisory services, with particular emphasis on Financial Due Diligence engagements

  • Support the management and development of the team and workload

  • Build and expand a personal network of professional contacts and referrers

  • Actively market Deal Advisory services to prospects, referrers, and existing contacts

Key Relationships

  • Collaboration with other Directors and client relationship leads

  • Close interaction with the Audit and Business Support Services teams on financial modelling, accounts, and due diligence work

  • Liaison with the Tax team

  • Engagement with the Marketing Assistant to support promotional activities

Person Specification

Skills

  • Demonstrable technical expertise in Deal Advisory, particularly Financial Due Diligence and Transaction Support

  • Proven leadership and people management experience

Behaviours

  • Strong commercial awareness

  • Positive and approachable mindset

  • Ability to motivate and support others

  • Trusted adviser to clients and colleagues

  • Commitment to continuous professional development, both personally and for others

  • Clear, confident, and effective communication skills

Essential Requirements

  • Professionally qualified (CTA, ACA, or ACCA)

  • Relevant Deal Advisory or Transaction Support experience

  • Alignment with the firm’s values: Opportunity, Fairness, Transparency, Accountability, and Teamwork

  • Practice-trained background

  • Minimum of two years’ experience at Senior Manager or Director level

Candidates with relevant experience who are operating at a slightly less senior level may also be considered for a Senior Manager or Associate Director position.


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