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- Tasks: Review and support bookkeeping work, liaise with clients, and ensure quality control.
- Company: Join WorkFin, a fintech revolutionising finance for dental practices.
- Benefits: Competitive salary, pension, bonus, and generous holiday.
- Other info: Be the senior UK voice in a modern tech-driven environment.
- Why this job: Enjoy a stable role with variety, working fully remote in a dynamic team.
- Qualifications: 5+ years of UK bookkeeping experience and strong Xero/Sage skills.
The predicted salary is between 35000 - 45000 £ per year.
We're WorkFin, a UK fintech building a modern finance platform for dental practices. We handle the full finance function for our clients: bookkeeping, payroll, pensions, management accounts, and prep through to final accounts. Our delivery team in India does the heavy lifting day-to-day. We're looking for an experienced UK bookkeeper to be the bridge: reviewing their work, supporting them, and being the trusted point of contact for our UK clients.
This is a hands-on role for someone who's done the full bookkeeping job, not a management role above the work. We're a fully remote team.
Who we think you are
- You've been doing bookkeeping for years, probably for several small businesses at once. Maybe as a self-employed bookkeeper juggling 5 to 10 clients, or at a small accountancy practice.
- You've handled the lot: bank recs, payroll runs, pension auto-enrolment, basic HR admin, monthly management accounts, and prep right through to year-end and final accounts.
- You know your way around Xero and Sage like the back of your hand.
- You're tired of juggling clients and want a stable, full-time role with one team, but you still want variety and client contact.
- You're a confident communicator. You can sit on a call with a practice owner and explain why their numbers look the way they do. You can also send a clear, kind message to a colleague in India explaining what needs fixing and why.
What you'll actually do day-to-day
- Review and quality-check the work coming from our bookkeeping team in India: reconciliations, journals, ledgers, management accounts. Catch the mistakes before clients see them.
- Support and coach the India team. Answer their questions, explain UK-specific quirks (HMRC, payroll rules, pension rules, dental sector nuances), help them get better.
- Run point with UK clients. Onboarding new dental practices, getting their books set up cleanly, being their go-to contact alongside our Ops Director.
- Liaise with external accountants and auditors at year-end. Answer queries, pull reports, make sure handovers are smooth.
- Own the tricky stuff that needs a UK bookkeeper's eye: payroll reviews, pension submissions, management accounts sign-off, draft year-end packs.
- Onboard new clients with our Ops Director. Data migration, opening balances, getting Xero or Sage set up properly.
The experience we're looking for
- 5+ years hands-on UK bookkeeping, ideally across multiple clients (practice background or multi-client self-employed both great).
- Confident running the full cycle: bank recs, payroll, pensions, management accounts, trial balance, final accounts prep.
- Solid Xero and/or Sage experience (QuickBooks a bonus).
- Comfortable with UK payroll software (BrightPay, Sage Payroll, Xero Payroll, etc.) and pension portals (NEST, Smart, People's Pension).
- Good written English. You'll be sending a lot of clear, friendly messages to the India team and to clients.
- Comfortable working fully remotely. Self-starter, good at managing your own time, happy collaborating over Microsoft Teams and video calls.
- AAT Level 3 or 4, or ICB qualified is great but not essential. Experience matters more.
- Dental sector experience a bonus, not required.
What we're not looking for
- Qualified accountants (ACA, ACCA, CIMA) looking for an ops role. This isn't that.
- Pure management accountants who haven't touched bookkeeping in years.
- Anyone who hasn't run payroll themselves.
Why this might suit you
- One employer, steady income, no chasing invoices from your own clients.
- Fully remote. Work from anywhere in the UK.
- Real variety. Every dental practice is a bit different.
- You'll be the senior UK voice in the team. Your judgement matters.
- Modern tech stack, no paper, no faff.
- Genuine path to grow as we scale.
Package
- Competitive salary based on experience (happy to discuss range early).
- Pension, bonus, generous holiday.
- Fully remote (UK-based).
- Occasional travel to meet clients and the India team.
If you've been running the books for a handful of small businesses and want to bring that experience into a growing fintech where your work is properly valued, we'd love to hear from you.
Senior Bookkeeper & Client Manager | WorkFin | UK Remote | Dental Sector Fintech in Colchester employer: WorkFin Ltd
Contact Detail:
WorkFin Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Bookkeeper & Client Manager | WorkFin | UK Remote | Dental Sector Fintech in Colchester
✨Tip Number 1
Network like a pro! Reach out to your connections in the dental and fintech sectors. A friendly chat can lead to opportunities that aren’t even advertised yet. Don’t be shy; let them know you’re on the lookout for a role!
✨Tip Number 2
Prepare for those interviews! Research WorkFin and understand their mission in the dental sector. Be ready to discuss how your bookkeeping experience aligns with their needs, especially around Xero and Sage. Show them you’re the perfect fit!
✨Tip Number 3
Practice your communication skills! Since you’ll be liaising with clients and the India team, being clear and confident is key. Role-play common scenarios or questions you might face during calls to boost your confidence.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team at WorkFin. Let’s get you that dream job!
We think you need these skills to ace Senior Bookkeeper & Client Manager | WorkFin | UK Remote | Dental Sector Fintech in Colchester
Some tips for your application 🫡
Show Off Your Experience: Make sure to highlight your hands-on bookkeeping experience in your application. We want to see how you've managed multiple clients and tackled the full cycle of bookkeeping tasks, so don’t hold back!
Be Clear and Friendly: Since you'll be communicating with both our UK clients and the team in India, it's crucial to showcase your written communication skills. Use clear, friendly language that reflects your ability to explain complex topics simply.
Tailor Your Application: Take a moment to tailor your application to the role. Mention specific tools like Xero or Sage that you’re familiar with, and any relevant experience in the dental sector. This will help us see how you fit into our team!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep everything organised and ensures your application gets the attention it deserves. We can’t wait to hear from you!
How to prepare for a job interview at WorkFin Ltd
✨Know Your Numbers
Brush up on your bookkeeping skills and be ready to discuss specific examples from your experience. Be prepared to explain bank reconciliations, payroll processes, and how you’ve handled management accounts in the past. This will show that you’re not just familiar with the tasks but have a solid grasp of the details.
✨Familiarise Yourself with Xero and Sage
Since the role requires solid experience with Xero and Sage, make sure you can confidently discuss how you've used these platforms. Consider preparing a few scenarios where you solved problems or improved processes using these tools, as this will demonstrate your hands-on expertise.
✨Communicate Clearly
As a Senior Bookkeeper & Client Manager, you'll need to communicate effectively with both clients and the team in India. Practice explaining complex financial concepts in simple terms. You might even want to role-play a client call to ensure you can convey information clearly and kindly.
✨Understand the Dental Sector
While dental sector experience is a bonus, having a basic understanding of its nuances can set you apart. Research common financial practices in dental practices and be ready to discuss how you would approach onboarding new clients in this sector. This shows your initiative and willingness to learn.