Senior Accounts Advisor & Client Partner

• Lead the oversight and delivery of end-to-end accounting and advisory services for a diverse portfolio of clients

• Ensure the accuracy, integrity and compliance of all client financial reporting and accounting activities

• Oversee the preparation and review of management accounts, statutory accounts and financial statements

• Maintain robust governance and quality assurance standards across client engagements

• Act as a trusted adviser to business owners and senior leadership teams

• Provide strategic financial insight to support growth, risk management and long-term planning

• Build and maintain strong client relationships, acting as a senior escalation point and key decision partner

• Identify opportunities to enhance and expand client services

• Drive continuous improvement in accounting processes, systems and service delivery models

• Contribute to the growth and positioning of Sumer NI through market insights and client portfolio development

• Work closely with internal teams to provide integrated advisory solutions across audit, tax and specialist services

• Contribute to the firm’s strategic direction and leadership discussions as part of the senior management team

Requirements

• Fully qualified accountant (ACA, ACCA, CIMA or equivalent)
• Significant experience in senior client-facing accountancy or finance roles, ideally within professional services
• Strong technical expertise in financial reporting, accounting standards and regulatory compliance
• Demonstrated experience advising senior leadership teams or boards
• Proven track record managing complex client portfolios and delivering high-quality outcomes
• Exceptional relationship-building and communication skills
• Commercially astute with the ability to identify opportunities and drive value for clients
• Experience in corporate finance, transaction support or financial modelling is advantageous but not essential

🔍 ATS Optimization Keywords
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Hard Skills

• financial reporting
• accounting standards
• regulatory compliance
• corporate finance
• transaction support
• financial modelling

Soft Skills

• relationship-building
• communication skills
• strategic financial insight
• client management
• leadership
• commercial acumen

Certifications & Qualifications

• ACA
• ACCA
• CIMA