Senior Customer Success Accounting Consultant

b Overview /b p As Senior Legal Accounting Consultant, you will advise UK law firms on compliant bookkeeping and client account management using Clio. You’ll act as the regional expert on client money compliance and support adoption of Clio’s accounting capabilities in the UK market. Partner with global teams to resolve complex accounting issues, influence product development, and elevate customer proficiency through tailored training. You join a customer-success focused team delivering high-impact accounting guidance in a fast-growing legal tech environment. /p b Pay / Benefits /b ul li Competitive salary /li li Top-tier health benefits and dental coverage /li li Hybrid work environment with in-office twice per week (Dublin) /li li Flexible time off policy /li li Pension contribution /li li Clioversary recognition program /li /ul b Responsibilities /b ul li Advise UK law firms on accounting and bookkeeping best practices for client and office accounts, including VAT /li li Serve as regional SME on client money compliance under SRA Rules in England and Wales and equivalents in Scotland, NI /li li Lead resolution of complex client accounting issues and escalations coordinating with Support, Product, and Engineering /li li Contribute to UK accounting product development through testing workflows and shaping best-practice guidance /li li Deliver targeted training and specialised sessions on expense categorisation, disbursements for VAT, and related topics /li li Develop tailored bookkeeping workflows aligned with UK regulatory requirements /li li Assist customers migrating from other systems (e.g., Xero, QuickBooks Online) to Clio /li li Guide customers on chart of accounts design, bank feeds, and VAT settings in Clio /li li Provide ongoing advisory support on accounting questions during adoption journey /li li Create customised training materials and resources to support customer education /li li Upskill regional onboarding and support teams via accurate Help Centre content /li li Propose product improvements based on customer feedback and sales performance /li li Advocate for UK customer needs with internal and external stakeholders /li li Collaborate with Sales to position accounting consultancy value to prospects /li li Support cross-functional collaboration to close opportunities /li /ul b Key requirements /b ul li Degree in accounting, finance, or related field, or equivalent practical experience /li li At least five years of accounting/bookkeeping experience, including at least two years with law firms or client money /li li Hands-on knowledge of SRA Accounts Rules and client/office account management, including reconciliations and breaches /li li Solid understanding of UK VAT as it applies to law firms, including disbursements and Making Tax Digital /li li Strong understanding of accounting principles and ability to analyse complex processes /li li Detail-oriented with ability to meet deadlines /li li Excellent written and verbal communication skills with ability to explain complex topics clearly /li li Empathy, strong interpersonal skills, and customer-centric approach /li li Proactive, self-motivated, and capable of creative problem solving /li li Proficiency in configuring accounting software and integrations (Xero, QuickBooks Online, Sage) /li /ul ul li empathy /li li communication /li li problem-solving /li li Xero /li li QuickBooks Online /li li Sage /li /ul