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For Companies At a Glance
- Tasks: Manage client portfolios and deliver insightful financial reports.
- Company: Award-winning accounting practice with a people-first culture.
- Benefits: Flexible working, competitive salary, healthcare cover, and enhanced holiday allowance.
- Why this job: Join a supportive team and shape your career in a growing firm.
- Qualifications: Experience in preparing management accounts and clear communication skills.
- Other info: Opportunities for progression and regular reviews to support your growth.
The predicted salary is between 32000 - 35000 £ per year.
This is an opportunity to step into a senior role within a growing, award-winning accounting practice where flexibility, trust and quality genuinely underpin how work gets done. You'll take ownership of a client portfolio, deliver meaningful advisory support and build a career that can progress in several directions.
W&A is supporting a well-established, Xero-focused accountancy practice based in Edinburgh as they continue to expand their team. Known for high standards, strong client relationships and a people-first culture, the firm has grown consistently through reputation and referral.
The Opportunity
As Accounts Senior, you will manage a portfolio of clients, acting as a trusted finance partner and ensuring the timely delivery of high-quality management information. The role combines hands-on technical work with advisory input, supervising day-to-day finance activity and helping clients truly understand their numbers.
Key Responsibilities
- Prepare monthly or quarterly management accounts for a portfolio of clients.
- Produce and explain financial reports including PL, balance sheet, cashflow forecasts, budgets and variance analysis.
- Review and improve client systems and processes to ensure efficient, high-quality delivery.
- Prepare, review and submit VAT returns.
- Oversee and support transactional processing completed by clients or colleagues.
- Prepare journals, reconciliations and working papers, maintaining balance sheet controls.
- Liaise with external accountants on statutory accounts and tax matters.
- Support new business activity and attend client and prospect meetings where required.
- Provide calm, people-first support to small business owners.
What You'll Bring
- Experience preparing management accounts within a practice or multi-client environment.
- The ability to communicate financial information clearly to non-finance stakeholders.
- A good understanding of regulatory and compliance requirements.
- An appreciation of strong financial systems and controls.
- A hands-on, collaborative approach suited to a growing team.
- Experience with Xero and its app ecosystem is beneficial but not essential.
- A working knowledge of payroll is helpful, though not required.
Salary of £32,000 - £35,000 (FTE), depending on experience. Fully flexible working hybrid, remote or office-based, full-time or part-time. CPD support covering professional subscriptions, exams, study and events. Healthcare cover or enhanced pension contributions. Clear, personalised progression pathways aligned to your ambitions. Regular 1:1s and structured six-monthly reviews. Enhanced holiday allowance, including your birthday off if you choose. Paid wellness days and an active social calendar.
Why This Role?
- Join a values-led, award-winning practice with flexibility built into its culture.
- Work with engaged clients who value insight, not just compliance.
- Shape a progression pathway that could include leadership, specialism, study or licensing.
- Be part of a supportive, collaborative team that genuinely puts people first.
If this role sounds of interest to you, please contact Laura Buchanan Owen for a private and confidential conversation.
Accounts Senior employer: Wilkinson and Associates
Contact Detail:
Wilkinson and Associates Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Accounts Senior
✨Tip Number 1
Network like a pro! Get out there and connect with people in the accounting field. Attend industry events, join relevant online groups, and don’t be shy about reaching out to potential employers on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to accounts management. Think about how you can showcase your experience with Xero and your ability to communicate financial info clearly. We want you to shine when it’s your turn to impress!
✨Tip Number 3
Don’t just apply for jobs; tailor your approach! Research the companies you’re interested in and understand their values and culture. When you reach out, mention why you’d be a great fit for their team. This shows you’re genuinely interested and not just sending out generic applications.
✨Tip Number 4
Use our website to find roles that match your skills and aspirations. We’ve got a range of opportunities waiting for you, and applying directly through us can give you an edge. Plus, we’re here to support you every step of the way!
We think you need these skills to ace Accounts Senior
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Accounts Senior role. Highlight your experience with management accounts and any client-facing roles you've had, as this will show us you're a great fit for our team.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about joining our award-winning practice and how your values align with ours. Don’t forget to mention your hands-on approach and any relevant experience with Xero.
Showcase Your Communication Skills: Since you'll be communicating financial information to non-finance stakeholders, make sure your application demonstrates your ability to explain complex concepts in simple terms. We love candidates who can bridge the gap between finance and everyday language!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team. Plus, we love seeing applications come in through our own platform!
How to prepare for a job interview at Wilkinson and Associates
✨Know Your Numbers
As an Accounts Senior, you'll be expected to handle financial reports and management accounts. Brush up on your knowledge of key financial statements like profit and loss, balance sheets, and cash flow forecasts. Be ready to discuss how you've used these in past roles and how you can apply them to the client portfolio you'll manage.
✨Showcase Your Advisory Skills
This role involves providing meaningful advisory support to clients. Prepare examples of how you've helped clients understand their financials or improved their systems. Think about specific situations where your advice made a difference and be ready to share those stories during the interview.
✨Communicate Clearly
You'll need to explain complex financial information to non-finance stakeholders. Practice simplifying financial jargon into layman's terms. During the interview, demonstrate your ability to communicate clearly and effectively, as this will be crucial in your role.
✨Emphasise Team Collaboration
The job requires a hands-on, collaborative approach. Be prepared to discuss how you've worked within a team in previous roles, especially in a multi-client environment. Highlight your experience in supporting colleagues and clients alike, showcasing your people-first attitude.
