At a Glance
- Tasks: Lead cloud accounting migrations and mentor a dynamic Digital Services team.
- Company: Join a top accountancy practice driving digital transformation in the South-West.
- Benefits: Enjoy flexible working, 25 days leave, and a supportive health scheme.
- Other info: Great career growth opportunities in a collaborative environment.
- Why this job: Make a real impact in cloud accounting while developing your leadership skills.
- Qualifications: 5+ years in cloud accounting with Xero/QuickBooks experience required.
The predicted salary is between 32000 - 35000 £ per year.
Acorn by Synergie is recruiting a Cloud Accounting Digital Services Manager (Client-Facing) to join a Top accountancy practice in the South-West. This hybrid role supports the firm wide digital transformation agenda, leading cloud accounting solutions and mentoring the Digital Services team.
Key Duties
- Lead and deliver cloud accounting migrations to Xero and QuickBooks Online, including ledger transfers, opening balance reconciliations, bank feed setup, app integrations, and go-live support.
- Run discovery workshops to understand client needs, map current processes, and design future-state workflows.
- Manage client onboarding journeys, improving turnaround times and creating a strong first impression.
- Line-manage Digital Services team members, allocating work, coaching best practice, and overseeing quality assurance.
- Set standards for documentation, workflows, checklists, and handovers to Accounts, Tax, Payroll, and Bookkeeping teams.
- Champion high standards of data hygiene across Practice Engine and Filestore.
- Embed compliant onboarding processes, including CDD/AML through Summa Tech, and support annual review cycles.
- Work closely with Partners and Managers to scope proposals, build business cases, and present solutions to clients and internal stakeholders.
- Track outcomes, identify risks, and drive continuous improvement across digital services.
Requirements
- Minimum 5 years' experience delivering cloud accounting solutions using Xero and QuickBooks Online.
- Proven experience leading client-facing projects from discovery through to migration and post-go-live support.
- Xero and/or QuickBooks Online certifications (Advanced preferred).
- Practical knowledge of ledger migrations, bank feeds, chart of accounts design, VAT setup, and app integrations.
- Experience line-managing, mentoring, and quality-checking team members.
- Confidence using systems such as Practice Engine, Filestore, Trello (or similar), and Summa Tech.
- Knowledge of KYC/AML workflows and professional services processes.
- Familiarity with Digita and/or Sage tax suites.
- Advanced Excel skills, including Power Query.
- Excellent communication skills with the ability to explain technical concepts clearly to clients and colleagues.
What We Offer
- Up to 36.25 hours per week, hybrid and flexible working available.
- 25 days annual leave plus bank holidays.
- Annual salary review.
- Death in service 3 x annual salary.
- Access to company rewards and health scheme.
- 24-hour external Employee Assistance Programme.
- Flexible benefits including Buy and Sell holiday, Cycle to Work, Payroll Charity Giving, and Private Medical Insurance.
- Introducing clients and team member commission schemes.
- Pension 3% rising to 4% (matched up to 6% after 4 years' service).
- Enhanced maternity and paternity pay after one year's service.
Interested? Apply now to join this innovative and supportive accountancy practice leading cloud accounting solutions across the South-West.
Cloud Accounting Digital Services Team Leader. Job in Exeter LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
Join a leading accountancy practice in the South-West that champions innovation and employee development. With a strong focus on digital transformation, this role offers flexible working hours, generous annual leave, and a supportive work culture that prioritises mentorship and continuous improvement. Enjoy unique benefits such as a comprehensive health scheme, enhanced parental leave, and opportunities for professional growth while making a meaningful impact in cloud accounting solutions.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Cloud Accounting Digital Services Team Leader. Job in Exeter LilyLifestyle Jobs
✨Tip Number 1
Network like a pro! Reach out to your connections in the accounting and digital services space. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your skills! Create a portfolio or case studies showcasing your cloud accounting projects, especially those involving Xero and QuickBooks Online. This will give potential employers a clear picture of what you can bring to the table.
✨Tip Number 3
Prepare for interviews by practising common questions related to cloud accounting and client management. Be ready to discuss your experience leading teams and delivering successful migrations. Confidence is key, so rehearse until you feel like a rockstar!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our company. Let’s get you that dream job!
We think you need these skills to ace Cloud Accounting Digital Services Team Leader. Job in Exeter LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Cloud Accounting Digital Services Team Leader role. Highlight your experience with Xero and QuickBooks Online, and don’t forget to mention any leadership roles you've had. We want to see how you can lead our digital transformation agenda!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Talk about your client-facing project experience and how you’ve successfully managed teams in the past. We love a good story that showcases your skills!
Showcase Your Technical Skills:Don’t hold back on your technical skills! Make sure to list your certifications and any relevant software knowledge, like Practice Engine or Trello. We’re looking for someone who can hit the ground running, so show us what you’ve got!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s super easy and ensures your application gets to the right people. Plus, we can’t wait to see your application come through!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Cloud Accounting Inside Out
Make sure you brush up on your knowledge of Xero and QuickBooks Online. Be ready to discuss specific features, benefits, and any recent updates. This will show that you're not just familiar with the software but also passionate about cloud accounting solutions.
✨Prepare for Client-Facing Scenarios
Since this role involves leading client-facing projects, think of examples from your past experience where you've successfully managed client relationships. Prepare to discuss how you ran discovery workshops or improved onboarding journeys, as these are key aspects of the job.
✨Showcase Your Leadership Skills
As a team leader, you'll need to demonstrate your ability to mentor and manage a team. Think of specific instances where you've coached team members or ensured quality assurance in projects. Highlighting these experiences will help you stand out.
✨Communicate Clearly and Confidently
Excellent communication skills are crucial for this role. Practice explaining technical concepts in simple terms, as you’ll need to do this with clients and colleagues alike. Consider doing mock interviews with a friend to refine your delivery.
