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Financial advisory specialist

Birr
beBee Careers
Posted: 14 June
Offer description

Job Title: Financial Advisory Specialist

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A well-established professional services firm is seeking a qualified accountant to join their team as a Practice Accountant Advisory. This role offers an exciting opportunity for an experienced professional to work closely with clients, providing tailored business advice and helping SMEs and local enterprises thrive.

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Your New Role:

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As a Practice Accountant Advisory, you will act as a key advisor to clients across the Roscrea and Templemore regions. Your primary responsibilities will include delivering strategic insights and financial guidance to help clients make informed decisions and achieve sustainable growth.

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Key Responsibilities:

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• Client Portfolio Management: Manage and develop a portfolio of clients across the Roscrea and Templemore offices, providing tailored advisory services in areas such as cashflow forecasting, business planning, budgeting, and succession planning.

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• Advisory Services: Deliver integrated solutions by working collaboratively with internal tax, audit, and financial planning teams, ensuring timely and accurate completion of client assignments to a high professional standard.

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• Consulting Opportunities: Proactively identify consulting opportunities and support wider business development, contributing to the continuous improvement and expansion of the firm's advisory services.

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Requirements:

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To be successful in this role, you will require:

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• A recognised accounting qualification (ACCA, ACA, CPA or equivalent)

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• Solid experience in a practice environment, ideally with exposure to advisory or consulting projects

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• Strong interpersonal and communication skills with a consultative, solution-driven mindset

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• Confidence in managing client relationships and interpreting financial data for strategic advice

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• Excellent organisational skills and the ability to manage multiple priorities

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About Us:

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We value trust and respect in all our interactions. Please note that due to the expected high volume of applications, we can only reply to applicants suitable for the position.

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