Transactions AD

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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