Job Overview
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.
Role Details
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 to join a growing firm with the 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; coordinate with internal teams or external advisers to obtain appropriate guidance, and see this through as far as possible before 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 ad hoc queries unless CRM involvement is required
* Oversee planning for client meetings, including drafting agendas, attending meetings with CRM, and preparing accurate minutes and action points with follow‑up
Workflow, Delegation & Team Oversight
* Manage and delegate work across the team, monitor progress and ensure 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 about changes or opportunities; provide in‑house training 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
Equal Opportunity Statement: Johnston Carmichael is committed to diversity, equality and inclusion in the workplace. We also welcome applications from individuals who have had time away from paid employment.
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