We are a fully remote, modern bookkeeping and business administration practice that leverages automation and technology to provide seamless client support.

We believe in efficient, proactive client service and need a highly organised individual with strong admin, IT, and automation skills to help keep things running smoothly. If you enjoy problem-solving, optimising workflows, and keeping financial processes streamlined, this could be the perfect role for you.

The Role

We are looking for a Senior Bookkeeper / Client Manager with strong administrative, automation, and IT skills to manage client relationships, improve processes, and ensure operational efficiency. This is a hands-on role, not just bookkeeping, and requires someone who is proactive and highly organised in a fast paces environment.

Key Responsibilities

Client & Administration Management

• Be the main point of contact for clients, handling all communication, meetings, and queries.
• Ensure clients provide necessary documents and information on time.
• Minimise the need for client contact with the Director by proactively handling queries and issues.
• Deal with HMRC queries and submissions on behalf of clients.
• Assist with client onboarding, IT access issues, and software troubleshooting.

Bookkeeping & Financial Administration

• Oversee bank reconciliations, CIS submissions, VAT returns, payroll, and supplier/client payments.
• Ensure client bookkeeping is up to date and accurate
• Review and reconcile financial records, ensuring compliance with CIS and VAT

Process Improvement & Automation

• Identify and implement automation solutions to improve efficiency internally and for clients
• Optimise workflows in Xero, QuickBooks, Dext, and other cloud-based systems.
• Develop checklists and templates to streamline recurring tasks.

Team Oversight & Workflow Management

• Delegate and monitor tasks for admin team.
• Review and ensure the quality of junior staff’s work (bookkeeping, reconciliations, VAT, and CIS).
• Track deadlines and ensure all tasks are completed on time.

Billing & Financial Oversight

• Agree fees with clients before work begins.
• Ensure the team’s client portfolio remains profitable and efficient.

What We’re Looking For

Must-Have Skills & Experience

• 3+ years in a UK bookkeeping practice role
• Be qualified to an equivalent of AAT level 3 or equivalent
• Strong administrative skills - highly organised and able to manage multiple clients efficiently.
• Proficiency in Xero, QuickBooks, and CIS.
• Excellent IT skills, including automation and workflow tools.
• Experience handling HMRC submissions (VAT, CIS, PAYE).
• Problem-solving mindset - able to resolve IT/software/access issues for clients.
• Strong communication skills - comfortable dealing with clients independently.

£35,000 pro rata, 20 hours per week (this is likely to increase in the near future if desired)