Business Advisory Manager in Elgin

We are looking to recruit a Manager to work closely with our Client Relationship Managers, who will be responsible for the completion and review of work from an allocated portfolio of clients operating in Family Office, High Net Worth and Landed Estates. This role would be ideal for a candidate looking to take the next step in their career, whether currently in Business Advisory or someone with relevant and transferable skills and experience looking to make a transition from industry. This is an exciting opportunity for someone to join a growing Firm with the future potential of managing their own client list.

The Business Advisory Manager will be responsible for (but not limited to):

• Review, Quality Control & Technical Oversight
  • Review and approve assistant/senior-prepared work; emails, accounts, tax returns, schedules of assets - before external issue, ensuring accuracy and consistency.
  • Identify technical issues and advisory opportunities requiring specialist advice and coordinate with internal teams or external advisers to ensure appropriate guidance is obtained. See this through as far as possible before requiring CRM involvement.
  • Prepare reports, summaries and outputs for technical review and then issuing by CRM.
• Client Relationship Leadership & Meeting Management
  • Act as the primary client contact for client ad hoc queries unless CRM involvement is required.
  • Oversee planning for client meetings, including drafting agendas for discussing with CRM and then attending meeting with CRM and preparing accurate and complete Minutes and action points. Following up on action points.
• Workflow, Delegation & Team Oversight
  • Manage and delegate work across the team, monitoring progress and ensuring deadlines and client expectations are met.
  • Monitor the team diary, ensure tasks are actioned, and maintain full oversight of delivery timelines.
• Governance, Compliance & Risk Oversight
  • Ensure governance documents, renewals and compliance records remain current and correctly maintained.
  • Highlight risks, upcoming expiries, or required updates, coordinating follow-through with advisers or specialists.
• Sector Work
  • Identify and attend sector specific training and networking events - for Landed Estates, feeding back to the Rural team where appropriate about impending changes or opportunities.
  • Providing in house training to the wider team, where necessary.
  • Attend and contribute to business development activities.

About You:

• A leader of your work and your professional learning.
• Relevant experience in this or a similar role is preferred.
• ICAS, ACCA qualification or equivalent ATT or other tax qualification preferable, or a willingness to work towards this.
• Forward-thinking with the ability to embrace technology and strong IT skills.
• Experience in using accounts and tax software packages.
• Good working knowledge of clients’ accounting systems.

Why JC?

Johnston Carmichael helps to build success stories that change lives - whether it’s our clients, our communities, or most importantly, our people, who now number over 900 across the UK. We work with individuals and businesses all over the country and our expertise covers almost every industry sector. We’re also an independent member firm of Moore Global Network Limited, a global accounting and advisory network of over 37,000 advisers across more than 114 countries.

Everything we do at Johnston Carmichael is underpinned by our four core values – Doing The Right Thing, Standing In Other People’s Shoes, Leading Our Future and Remaining Relevant. We’ve created a range of ways to support our people to make sure every voice is heard, including our People and Culture Forum, and we encourage each of our sharp minds to be leaders of their work and learning.

In the last 10 years we’ve raised more than £450,000 for charity and continuously evolved our commitment to sustainable business practices. We are Gold sponsors of the Kiltwalk and also partner with Netball Scotland and England Netball, creating an enduring impact on the ground in our communities.

What you can expect

As well as working with a great team of colleagues and enjoying the balance of hybrid and flexible working, we offer a range of benefits to make your time at JC even more fulfilling. Different backgrounds and different opinions make for more interesting work and better outcomes. We’re sure we don’t have to say this, but we welcome people from all backgrounds, regardless of your heritage, ethnicity, religious beliefs, sexual identity or gender identity. We also actively encourage applications from anyone who’s had an extended time away from paid employment.

Our team is made up of people who’ve taken varied routes through their careers. We’re here to give you the tools, support, and materials to develop your expertise so you can pursue your ambitions. Our JC Aspire learning programme helps everyone reach their personal goals, and we’ve also carefully created our own Leadership Development Programme, which is accredited by the University of Strathclyde Business School at Masters degree level.

We look forward to hearing from you. If you’re ready to write your success story with us, apply today. At Johnston Carmichael we are committed to diversity, equality and inclusion in the workplace. A copy of this policy will be made available on request. We also welcome applications from individuals who have had time away from paid employment.