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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 28000 - 42000 £ 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. WA 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.
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 at laura@wilkinsonandassociates.co.uk for a private and confidential conversation.
Accounts Senior AAT 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 AAT 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 employers on LinkedIn. 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 numbers. Bring examples of your work or even a portfolio to showcase your expertise.
✨Tip Number 3
Be proactive! Don’t just wait for job postings to pop up. Reach out directly to firms you admire, like the one we’re supporting in Edinburgh. Express your interest and ask if they have any upcoming opportunities. It shows initiative and can set you apart from other candidates.
✨Tip Number 4
Apply through our website! We make it super easy for you to find roles that match your skills and ambitions. Plus, applying directly can sometimes give you a better chance of getting noticed. So, don’t hesitate – check us out and take that next step in your career!
We think you need these skills to ace Accounts Senior AAT 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 client-facing roles you've had, as this will show us you're a great fit for our people-first culture.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re excited about this opportunity. Share specific examples of how you've supported clients in the past and how you can bring value to our team. Remember, we love a personal touch!
Showcase Your Technical Skills: Since this role involves preparing financial reports and managing client portfolios, be sure to mention your technical skills, especially if you have experience with Xero. We want to see how you can hit the ground running!
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. Plus, it shows us you’re keen to join our team!
How to prepare for a job interview at Wilkinson and Associates
✨Know Your Numbers
Make sure you brush up on your financial knowledge, especially around management accounts, PL statements, and cashflow forecasts. Being able to discuss these confidently will show that you’re ready to take ownership of a client portfolio.
✨Showcase Your Advisory Skills
Prepare examples of how you've provided meaningful advisory support in the past. Think about times when you've helped clients understand their financials or improved their systems. This will demonstrate your ability to be a trusted finance partner.
✨Communicate Clearly
Practice explaining complex financial information in simple terms. You might be asked to communicate with non-finance stakeholders, so being able to break down jargon will set you apart as a candidate who can bridge the gap.
✨Emphasise Your People-First Approach
Since the firm values a people-first culture, be prepared to discuss how you’ve supported clients or colleagues in the past. Share stories that highlight your collaborative nature and how you handle challenges with a calm demeanour.
