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- Tasks: Deliver high-quality bookkeeping and management accounting services for diverse clients.
- Company: Join Monahans, part of the Sumer Group, a top 20 UK accounting firm.
- Benefits: Enjoy flexible working, health benefits, and generous support policies.
- Why this job: Be part of a supportive culture focused on growth and innovation.
- Qualifications: AAT Level 3 qualified or equivalent experience with 2+ years in bookkeeping.
- Other info: Opportunity for career progression in a dynamic, expanding firm.
The predicted salary is between 36000 - 60000 £ per year.
Monahans is a trusted regional accountancy firm and proud to be part of Sumer, a growing group of local firms backed by national strength. Together, we’re reshaping what accountancy looks like – combining close client relationships with innovative thinking and smarter ways of working. With offices across the South West, we offer a supportive, people-first culture where flexibility, development, and collaboration are part of everyday life. We’re now looking for a Senior Bookkeeper to join our expanding team.
Department: Business Outsourcing
Employment Type: Permanent
Location: Bath
Workplace type: Hybrid
Reporting To:
Key Responsibilities:
- Deliver high-quality bookkeeping, VAT, and management accounting services for a diverse portfolio of clients.
- Manage your own portfolio of bookkeeping and VAT clients, aligned to your level.
- Prepare monthly or quarterly management accounts, including accruals, prepayments, and depreciation.
- Input and reconcile data, process payments, and ensure clear, organised working papers.
- Liaise directly with clients to meet deadlines and manage expectations.
- Visit client sites as needed to support service delivery and client relationships.
- Act as a mentor or buddy to junior colleagues, supporting with feedback and development.
Skills, Knowledge and Expertise:
- Experienced and proactive bookkeeper with strong communication skills and a commercial mindset.
- AAT Level 3 qualified or qualified by experience (Level 4 desirable).
- 2+ years’ experience in bookkeeping and VAT (ideally within practice).
- Confident preparing management accounts with clear supporting schedules.
- Skilled in Xero, QuickBooks Online, Excel, and other accounting systems.
- Strong time management and interpersonal skills; able to work independently and flexibly across sites.
- Experience in property finance or sector-specific bookkeeping (desirable but not essential).
Benefits:
At Monahans, we are dedicated to personal and professional growth, ensuring every team member feels valued and empowered. As part of the Monahans team, you can expect:
- Competitive salary with regular benchmarking and merit-based reviews including growth shares at partner level.
- Health and wellness benefits including private health insurance, a healthcare cash plan, and an employee assistance program.
- Flexible working arrangements, including homeworking options and the opportunity to buy more annual leave.
- Generous support policies such as enhanced maternity and paternity pay, life assurance, and a pension scheme.
- Additional perks like the myMonahans benefits platform, volunteer leave, social events, and a cycle-to-work scheme.
About Monahans:
Monahans is now part of the Sumer Group, a top 20 accounting firm in the UK. Since joining over 18 months ago, we've doubled in size, and our growth trajectory shows no signs of slowing. As part of this dynamic group, we benefit from increased resources, enhanced opportunities, and a forward-thinking approach to client service. For you, this means unrivalled career progression and the chance to be part of something truly transformative. With over 120 years of heritage and a network of offices across the South West, Monahans combines traditional values with innovative thinking to help businesses thrive. We pride ourselves on fostering a supportive environment where professional growth and work-life balance go hand in hand.
Contact Detail:
Sumer Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Bookkeeper
✨Tip Number 1
Familiarise yourself with the specific accounting software mentioned in the job description, such as Xero and QuickBooks Online. Being able to demonstrate your proficiency in these tools during an interview can set you apart from other candidates.
✨Tip Number 2
Highlight your client-facing experience in previous roles. Since this position involves direct client interaction, showcasing your ability to manage client relationships effectively will be crucial in making a strong impression.
✨Tip Number 3
Prepare to discuss your experience with management accounts and how you've handled accruals, prepayments, and depreciation in past roles. This will demonstrate your technical knowledge and readiness for the responsibilities of the Senior Bookkeeper role.
✨Tip Number 4
Research Monahans and the Sumer Group to understand their values and culture. Being able to articulate why you want to work for them and how you align with their people-first approach will show your genuine interest in the position.
We think you need these skills to ace Senior Bookkeeper
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in bookkeeping and VAT. Emphasise your skills with accounting software like Xero and QuickBooks Online, as well as your ability to prepare management accounts.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention how your proactive approach and strong communication skills align with Monahans' people-first culture.
Highlight Relevant Qualifications: Clearly state your AAT qualifications and any other relevant certifications. If you have experience in property finance or sector-specific bookkeeping, make sure to include that as well.
Showcase Your Client Management Skills: Since the role is client-facing, provide examples of how you've successfully managed client relationships in the past. This will demonstrate your ability to meet deadlines and manage expectations effectively.
How to prepare for a job interview at Sumer
✨Showcase Your Bookkeeping Skills
Be prepared to discuss your experience with bookkeeping and VAT in detail. Highlight specific examples of how you've managed client portfolios, prepared management accounts, and reconciled data. This will demonstrate your expertise and confidence in the role.
✨Demonstrate Strong Communication
As a Senior Bookkeeper, you'll be client-facing, so it's crucial to show off your communication skills. Practice explaining complex accounting concepts in simple terms, and be ready to discuss how you manage client expectations and build relationships.
✨Familiarise Yourself with Relevant Software
Make sure you're comfortable with Xero, QuickBooks Online, and Excel, as these are key tools for the role. If possible, brush up on any specific features or functions that could be relevant to the job, as this will show your proactive approach.
✨Prepare Questions for the Interviewers
Think of insightful questions to ask about the company culture, team dynamics, and opportunities for professional development. This not only shows your interest in the role but also helps you assess if the company is the right fit for you.
