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 personal development in a dynamic environment.
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 will 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 Will 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.
Package Benefits
- 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 in Edinburgh employer: Wilkinson and Associates
Contact Detail:
Wilkinson and Associates Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Accounts Senior in Edinburgh
✨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 colleagues or mentors. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your skills! When you get the chance to meet with potential employers, be ready to discuss your experience with management accounts and how you've helped clients understand their financials. Bring examples of your work to the table – it’ll make you stand out!
✨Tip Number 3
Don’t just apply anywhere – focus on companies that align with your values. We at StudySmarter believe in finding a workplace that prioritises flexibility and quality. Check out our website for roles that fit your vibe and apply directly!
✨Tip Number 4
Prepare for interviews by practising common questions related to finance and client management. Think about how you can demonstrate your hands-on approach and collaborative spirit. Remember, it’s not just about what you know, but how you communicate it!
We think you need these skills to ace Accounts Senior in Edinburgh
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 advisory 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 tell us why you’re excited about this opportunity and how your values align with our people-first culture. Be genuine and let your personality come through!
Showcase Your Communication Skills: Since you'll be explaining financial information to non-finance stakeholders, make sure to demonstrate your ability to communicate clearly in your application. Use straightforward language and avoid jargon where possible.
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!
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 with ease. Brush up on your knowledge of management accounts, PL statements, and cashflow forecasts. Be ready to discuss how you've prepared these in the past and how you can help clients understand their financials.
✨Showcase Your Advisory Skills
This role involves more than just crunching numbers; it's about providing meaningful advisory support. Think of examples where you've helped clients improve their financial systems or processes. Highlight your ability to communicate complex financial information clearly to non-finance stakeholders.
✨Emphasise Your People-First Approach
The firm values a people-first culture, so be sure to convey your collaborative spirit. Share experiences where you've supported small business owners or worked closely with clients to build strong relationships. This will show that you align with their values.
✨Prepare for Flexibility Questions
With the role offering flexible working arrangements, be prepared to discuss how you manage your time and priorities effectively. Think about how you can balance remote work with client meetings and team collaboration, and be ready to share your strategies.