Accounts & Business Advisory Manager

Dains Accountants & Advisers; Dunfermline; Hybrid; GBP 65,000 - 90,000; Full time

Benefits offered by this job

Flexible and hybrid working options

25 days annual leave plus bank

Private medical insurance

Pension scheme

Electric car scheme

Team events

Job summary

Dains, a rapidly growing UK accountancy practice, invites a highly motivated accounting professional to join our Accounts & Business Advisory team in Dunfermline, helping a diverse client portfolio with strategic financial guidance.

You will lead, coach and develop colleagues, supervise client work, review accounts and deliver proactive advice on growth, cash flow and profitability using modern cloud accounting tools and robust financial analysis.

Qualifications

• ICAS or ACCA qualified with CPD for your qualification.
• Proven track record supervising a designated client portfolio.
• Strong leadership, delegation and coaching abilities.
• Excellent knowledge of main accounting systems to advise clients.
• Exceptional communication with teams, management and clients.
• Ability to build trusted client relationships and advise during meetings.

Responsibilities

• Manage a portfolio of clients, acting as a trusted business adviser.
• Provide proactive business, financial and strategic advice for growth.
• Review accounts prepared by team members for accuracy and quality.
• Lead client meetings and develop skills to guide discussions.
• Support business development and cross-team collaboration.
• Mentor and develop team members up to Senior level.

Skills

Client portfolio management

Leadership & mentoring

Financial analysis

Communication skills

Business advisory

Education

ICAS or ACCA with CPD

Tools

Xero

Sage

QuickBooks

Job description

This is an exciting opportunity for a highly motivated individual to play a key role in providing strategic financial guidance and advisory services to a diverse portfolio of clients. You’ll play a key part in people management within the Accounts & Business Advisory team, contributing to and promoting team culture and maintaining good working relationships.

Department Accounts & Business Advisory Employment Type Full Time Location Dunfermline Workplace type Hybrid

Key Responsibilities

• Manage a portfolio of clients, acting as a trusted business adviser and developing long‑term client relationships.
• Provide proactive business, financial and strategic advice, helping clients identify opportunities, address challenges and achieve their growth objectives.
• Use analytical procedures, accounting ratios and other benchmarking techniques to assess the viability of a client’s business and advise the client accordingly.
• Identify opportunities to add value through wider advisory services and collaborate with specialist teams across Dains to deliver holistic client solutions.
• Support clients with business planning, cash flow forecasting, profitability improvement and operational decision‑making.
• Support and contribute to client meetings, providing clear and commercially focused financial analysis to aid decision‑making while developing the skills to lead client discussions.
• Review accounts (unincorporated and incorporated) prepared by team members, ensuring accuracy and quality.
• Build a strong understanding of clients’ businesses, industries and strategic goals to provide tailored advice throughout the year.
• Manage the financial performance of a client portfolio, including WIP, billing, recoveries and debt management.
• Work closely with Senior Manager, Directors and Partners to deliver exceptional client service and identify opportunities for business development.
• Support new business generation through networking, referrals, prospect meetings and converting enquiries into long‑term client relationships.
• Advise clients on cloud accounting systems and digital solutions (eg Xero, Sage, Quickbooks etc) helping businesses improve efficiency and reporting capabilities.
• Manage, mentor and develop team members through to Senior level, providing coaching, technical guidance and performance support.
• Liaise with the Operations Manager regarding resource planning and workload management.
• Maintain strong communication across teams and departments to ensure a collaborative and client‑centric approach.
• Achieve chargeable hour and business performance targets whilst delivering a high‑quality advisory service.

Skills, Knowledge & Expertise

Education: You will be ICAS or ACCA qualified with a full CPD record appropriate to requirement for your qualification.

Professional Experience: You have a proven track record in supervising a designated client portfolio including managing workflow, preparation, review, meeting the client, invoicing the work, and meeting statutory deadlines.

Leadership and Management Skills: You possess strong leadership qualities which enable you to mentor, train and develop the team through organisational skills, delegation, and clear guidance of processes, practices and systems / softwares.

Technical Skills: You have excellent knowledge of the main accounting systems in the marketplace (eg Xero, Sage, Quickbooks etc) in order to assist and advise clients accordingly.

Communication Skills: Your exceptional communication skills enable you to maintain effective and proactive communication with own team, management, other departments and clients.

Building relationships: You demonstrate the ability to develop and maintain effective, trusted relationships with clients. Proactively build rapport, deepening understanding of clients’ businesses, and contribute accordingly during prospective client meetings alongside Manager/Partner.

Job Benefits

• Flexible and hybrid working options
• 25 days annual leave plus bank holidays, increasing with service, with the option to buy or sell days
• Financial security through life assurance and a competitive pension scheme, with access to private medical insurance through both company‑funded and self‑funded options
• Greener travel options through our electric car scheme and cycle to work programme
• A vibrant social culture with regular team and firm‑wide events
• Enhanced maternity and paternity pay to support you and your family through life’s important moments
• Employee resource groups promoting inclusion and connection
• "Dains in the Community", supporting charity, wellbeing and local initiatives

About Dains

Established in 1926, The Dains Group is a fast growing, independent accountancy practice ranked 22nd in the National Accountancy Age. With over 1000 talented individuals across the UK and Ireland, we're ready to drive growth, make an impact, and excel your career.

At Dains, we believe our people are our greatest asset. As one of the UK’s fastest-growing accountancy groups, we offer a dynamic, inclusive, and supportive environment where ambitious professionals can thrive.