Business Advisory Manager – Elgin
We are looking for a Business Advisory Manager to join our team in Elgin. 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.
Job Purpose
Recruit a Manager to work closely with our Client Relationship Managers, responsible for the completion and review of work from an allocated portfolio of clients operating in Family Office, High Net Worth and Landed Estates.
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 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.
We offer a range of benefits, including flexible working and a supportive professional development environment.
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.
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