SME Associate Director

Forvis Mazars cares about your career progression, offering individually designed career paths that help you pursue your interests, match your changing needs, and explore your true potential. We work with diverse, prestigious clients across a range of sectors and geographies, giving you the opportunity to constantly update and grow your skills for lifelong professional development.

Our SME team are highly trained valued advisors, who offer more than just the required accountancy and taxation compliance services, and proactively work with clients to help grow and develop their business. It's part of our wider Accounting and Outsourcing Services (AOS) team who support our clients to better run their finance functions, report on their financial position and performance, and ensure they are compliant with ever-changing accounting and tax legislation.

With the relentless pace of technology change, our teams advise clients in areas such as process and digitalisation, business performance, and financial reporting, while building enduring relationships that position Forvis Mazars as a leading SME advisory business.

Our successful team is growing across all areas including cloud accounting, payroll, financial reporting, and company secretarial. We are further supported by the depth and breadth of advisory services and specialisms which come with being part of a national and international 'top 10' accounting and advisory practice, thus providing a fully integrated and comprehensive service offering to SME clients that we feel is unmatched in the market and a key differentiator in the industry.

Job Purpose

As an Associate Director, you will lead our offering to SME businesses across Scotland, delivering this as appropriate across our Glasgow and Edinburgh offices, whilst accessing the full benefits of Forvis Mazars hybrid working policy, guided by the best interests of the client, the team, the wider department, and to support our go-to-market activities. You will also work collaboratively across the national SME team to develop and deliver compliance and advisory services to businesses in the SME market.

You'll be client-facing and will lead the relationship across a portfolio of clients, working with them to coordinate the delivery of their compliance needs (both business and personal), but also delivering service excellence through proactive advice and support, and becoming a trusted advisor for those clients. You will also collaborate across other service lines to ensure we are solutions-focused in our delivery to clients and proactively seeking to add value every step of the way.

The role is an Associate Director role, reporting directly into the National Head of SME.

Role & Responsibilities

• Deliver a high-quality compliance service to the existing portfolio of SME clients, including (but not limited to) unaudited statutory accounts, corporation tax returns, iXBRL tagging, personal tax returns, VAT, and management accounts.
• Develop our SME offering, enhancing the number of services and support provided to the existing client base.
• Lead the Scotland SME team and build a team for the future, upskilling staff on compliance and advisory matters.
• Work with the national SME team to coordinate our approach and ensure consistency to clients and to the market, as well as maximising the use of national resources to aid efficiencies and effectiveness of service.
• Assist in our digital go-to-market strategy.
• Seek to actively build yours, the SME team, and the Forvis Mazars profile both internally and externally in the local market.
• Maintain a client-centric approach.

Skills, Knowledge and Experience

• CA, ACA or ACCA qualified.
• Experience with delivering accounting and taxation compliance services.
• Management of key clients and a significant portfolio holder.
• Ability to win new work and develop business.
• Passionate about technology and growth mindset.
• Analytical, with demonstrated examples of problem-solving.
• Good level of commercial awareness and an understanding of various business models used in different sectors.
• Excellent written and verbal communication and presentation skills.
• Ability to work well in a team combined with experience of leading a team, and strong people and time management skills.
• Relevant recent experience working in a practice accountancy environment.

About Forvis Mazars

Forvis Mazars is a leading global professional services network. The network operates under a single brand worldwide, with just two members: Forvis Mazars LLP in the United States and Forvis Mazars Group SC, an internationally integrated partnership operating in over 100 countries and territories.

Both member firms share a commitment to providing an unmatched client experience, delivering audit & assurance, tax, and advisory services around the world. Together, our strategic vision strives to move our clients, people, industry, and communities forward. Through our reach and areas of expertise, we help organisations respond to emerging sustainability issues in the global marketplace including human rights, climate change, environmental impacts, and culture.

For further information, and to apply, please visit our website via the 'Apply' button below.