Accounts & Business Advisory Manager

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

• 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.

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…