Transactions AD

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.

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.

• 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

• 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

• 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

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

• Proven leadership and people management experience

• 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

• 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 ye