Client Advisor

Forvis Mazars in the UK; City of Edinburgh; On-site; GBP 26,000 - 34,000; Full time

Job summary

Forvis Mazars in the UK is seeking an Associate Client Advisor to join our SME Outsourcing and Accounting team in Edinburgh. You will help clients run their finance functions, stay compliant, and deliver high‑quality service across sectors.

You will manage your own client workload, work with specialist software, and collaborate with colleagues to provide accurate information on time while developing your technical skills within a growing advisory team.

Qualifications

• Excellent communication skills.
• Good numerical and analytical skills.
• Organisational skills.
• Good IT skills.
• Demonstrates attention to detail and a high concern for accuracy.
• Actively seeks to enhance expertise and knowledge.

Responsibilities

• Provide a high quality of service to SME Outsourcing and Accounting clients.
• Work with specialist software packages.
• Manage your own client workload and ensure accurate and timely preparation of information.
• Complete weekly tasks as per information from clients.
• Work as part of the team to deliver high-quality services to clients within set timescales.
• Deal with clients as required relating to the work and respond promptly to client queries.
• Keep manager informed of progress and any issues arising.
• Raise the profile of the firm by ensuring clients are fully satisfied with the service and support they receive.

Skills

Communication skills

Numerical skills

Analytical skills

Organisational skills

IT skills

Attention to detail

Professional development

Job description

Forvis Mazars is a leading global professional services network providing audit & assurance, tax, and advisory services. Forvis Mazars in the UK spans 14 offices across the nation and has over 3,400 professionals, with 190 partners. We have a clear purpose and a shared commitment to shape a better future.

Forvis Mazars is a leading global professional services network providing audit & assurance, tax and advisory services. You’ll join a collaborative and inclusive team where you can develop your skills, explore new opportunities and contribute from day one. Together, we grow, belong and impact. #LI-JH2

About the team

Our SME Outsourcing and Accounting team work to support our clients to better run their finance functions, understand their financial position and performance, and to ensure they are compliant with 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 positions Forvis Mazars as a trusted adviser. Our successful team of more than 250 professionals is growing across all areas including cloud accounting, payroll, financial reporting and company secretarial.

About the role

As the Associate Client Advisor, you will be part of a dynamic and evolving business advisory team that provides an outstanding quality of work and service to our clients. The role includes working in our SME Outsourcing and Accounting team.This covers processing information for our clients over a variety of sectors and disciplines.

You will have the opportunity to advance your knowledge, develop your technical skills, and put this into practice as part of a growing team. Our clients cover a variety of sizes and service needs. You will have the opportunity with your colleagues to build relationships with these clients and work closely with other teams to provide a high quality of services.

• Providing a high quality ofservice to the SME Outsourcing and Accounting departments client base.
• Working with our specialist software packages.
• Managing your own client workload and ensure accurate and timely preparation of information.
• Completing weekly tasks as per information from clients.
• Working as part of the team to deliver high-quality services to clients, within set timescales.
• Dealing with clients as required relating to the work and responding in a timely and accurate manner to client queries.
• Keeping manager informed of progress and any issues arising.
• Raising the profile of the firm by ensuring clients are fully satisfied by the service and support they receive and that they are aware of all other services.
• Communicating and dealing with clients and colleagues professionally and courteously and working with other service lines as required to ensure a seamless service throughout Forvis Mazars.

What we are looking for

• Excellent communication skills
• Good numerical and analytical skills
• Organisational skills
• Good IT skills
• Demonstrates attention to detail and a high concern for accuracy
• Actively seeks to enhance expertise and knowledge

At Forvis Mazars diversity, equity and inclusion are central to our values. We value our people’s unique backgrounds, perspectives, and experience, and know this diversity create better outcomes for our clients. We seek to attract, develop, and retain the best talent, inclusive of sex, ethnicity, disability, socio-economic background, sexual orientation, gender identity, nationality, and faith. We select candidates based on skills, knowledge, qualifications, and experience and aim to support all our team members to reach their potential. At Forvis Mazars, we promote an environment in which you cangrowyour skills,belongto a team that values your ideas, and make animpactthat matters.