Business Advisory Manager

Johnston Carmichael Chartered Accountants and Business Advisers; Elgin; Hybrid; GBP 55,000 - 75,000; Full time

Job summary

Johnston Carmichael is seeking a Business Advisory Manager in Elgin to lead a portfolio of Family Office, High Net Worth and Landed Estates clients. You will review technical work, coordinate with CRM, and ensure timely delivery with close oversight of the team and governance processes.

The role focuses on client relationship leadership, meeting management, and identifying advisory opportunities while collaborating with internal teams and external advisers.

Qualifications

• Experience leading teams and managing client relationships in professional services.
• Experience reviewing and quality controlling accounting/tax work.
• Strong IT skills and openness to new technology.

Responsibilities

• Review assistant/senior work for accuracy before issue.
• Lead client meetings and draft/ circulate minutes.
• Delegate work across the team and monitor delivery timelines.
• Ensure governance, renewals and compliance records are up to date.
• Attend sector training and support business development.

Skills

Leadership

Client management

People management

Education

ICAS/ACCA qualification

Tax qualification (ATT)

Willingness to work towards further qualification

Tools

Accounts software

Tax software

IT skills

Job description

We are looking for a Business Advisory Manager to join our team in Elgin.

Job Purpose:

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.

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 - whetherit’sour clients, our communities, or most importantly, our people, who now numberover900 across the UK.

Wework with individuals and businesses all over the country and ourexpertisecoversalmost everyindustry sector.We’realso an independent member firm of Moore Global Network Limited, a global accounting and advisory network of over 37,000 advisers across more than 114countries.

Everything we do at Johnston Carmichael is underpinned by our four core values – DoingTheRight Thing, StandingInOther 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. You can read more about our culture and valueshere.

In the last 10 yearswe’veraised more than £450,000 for charity and continuously evolved our commitment to sustainable business practices. We areGoldsponsors of the Kiltwalkand alsopartner with Netball Scotland and England Netball,creating an enduringimpact on the ground in our communities.

What You Can Expect

As well as working witha great teamof 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’resure wedon’thave to say this, but we welcome people from all backgrounds, regardless of your heritage, ethnicity, religious beliefs, sexualidentityor gender identity. We also actively encourage applications from anyonewho’shad an extended time away from paid employment.

Our team is made up of peoplewho’vetaken varied routesthroughtheir careers. We’rehere to give you the tools, support,and materials to develop yourexpertiseso you can pursue your ambitions.

Our JC Aspirelearningprogrammehelps everyone reach their personal goals,andwe’vealsocarefully created our own Leadership Development Programme, which isaccredited by the University of Strathclyde Business School atMastersdegree level.

We look forward to hearing from you

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.