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 NetWorth 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.
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