At a Glance
- Tasks: Lead client relationships and oversee quality control of financial work.
- Company: Join a growing firm committed to diversity and inclusion.
- Benefits: Competitive salary, professional development, and potential for career advancement.
- Other info: Dynamic environment with opportunities for networking and training.
- Why this job: Take the next step in your career and manage your own client list.
- Qualifications: Relevant experience and a willingness to embrace technology.
The predicted salary is between 55000 - 65000 £ per year.
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.
Responsibilities
- 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 issue 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 discussion with CRM and then attending meeting with CRM and preparing accurate and complete Minutes and action points. Follow 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.
- Provide in house training to the wider team, where necessary.
- Attend and contribute to business development activities.
Qualifications
- 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.
We look forward to hearing from you. If you’re ready to write your success story with us, apply today.
Diversity, Equality and Inclusion
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.
Business Advisory Manager in Elgin employer: Johnston Carmichael
Johnston Carmichael is an excellent employer, offering a dynamic work culture that prioritises collaboration and client focus. With hybrid working options and opportunities for mentoring junior staff, employees can thrive in their careers while contributing to meaningful tax advisory solutions across diverse sectors. The company's commitment to professional growth and teamwork makes it an attractive place for those seeking rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Business Advisory Manager in Elgin
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend relevant events, and don’t be shy about letting people know you’re on the hunt for a Business Advisory Manager role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for interviews by researching the company and its clients. Understand their needs, especially in Family Office and High Net Worth sectors. This will help us tailor our responses and show that we’re genuinely interested in how we can add value.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your answers and get comfortable discussing your experience. Focus on how your skills align with the responsibilities of the role, especially around client relationship management.
✨Tip Number 4
Don’t forget to follow up after interviews! A quick thank-you email reiterating your interest in the position can set us apart from other candidates. Plus, it shows that we’re proactive and keen to join the team!
We think you need these skills to ace Business Advisory Manager in Elgin
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Business Advisory Manager role. Highlight any relevant experience in client relationship management and technical oversight, as these are key aspects of the job.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your leadership skills and how you can contribute to our growing firm, especially in managing client relationships.
Showcase Your Technical Skills:Since this role involves reviewing and approving work, be sure to highlight your technical expertise in accounts and tax software. If you have any relevant qualifications like ICAS or ACCA, make them stand out!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us during the process.
How to prepare for a job interview at Johnston Carmichael
✨Know Your Clients
Before the interview, research the types of clients the firm works with, especially in Family Office, High Net Worth, and Landed Estates. Understanding their needs and challenges will help you demonstrate your ability to manage client relationships effectively.
✨Showcase Your Technical Skills
Be prepared to discuss your experience with accounts, tax returns, and compliance. Bring examples of how you've identified technical issues or advisory opportunities in the past, as this will highlight your capability for quality control and oversight.
✨Demonstrate Leadership Abilities
Since the role involves managing and delegating work, think of specific instances where you've successfully led a team or project. Share how you ensured deadlines were met and how you handled any challenges that arose during the process.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to client management and team collaboration. This shows your genuine interest in the role and helps you assess if the company culture aligns with your values.
