Bookkeeper / Client Support Executive

Bookkeeper / Client Support Executive

Location: Morningside, Edinburgh

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Working Hours: Monday to Friday, 9:00 am 5:00 pm (Full-time)
Salary: £24,000 £28,000 per annum (dependent on experience)

Our client is a forward-thinking accounting firm dedicated to leveraging the latest technology to streamline operations and elevate client services.

With a strong reputation and a growing client base, they are now looking to recruit a Bookkeeper / Client Support Executive to join their supportive, friendly team. This role offers flexibility, career development, and the opportunity to grow within a professional environment.

The Role

Youll play a vital role in supporting clients with both bookkeeping and customer service, ensuring high standards and timely delivery across all financial processes.

Key responsibilities include:

• Providing bookkeeping and client support to a portfolio of clients
• Processing payroll, VAT, and CIS work (key focus of the role)
• Maintaining accurate financial records and preparing VAT returns and self-assessments
• Supporting with accounts preparation where required
• Managing accounts payable and ensuring timely invoice processing
• Communicating with clients primarily via email and online platforms
• Responding to client queries and resolving accounting or technical issues
• Advising on cloud-based accounting systems, including implementation and training

Collaborating with internal teams and contributing to process improvements

Managing workloads effectively to meet deadlines

Keeping up to date with accounting best practices and software developments

Requirements

Essential

Minimum of 2 years experience in bookkeeping and customer service

Strong knowledge of VAT, payroll, and self-assessment

Strong experience using Xero

Excellent communication and organisational skills

Proactive and customer-focused approach

Desirable

Experience with cloud accounting software such as QuickBooks or FreeAgent (preferred but not essential as training can be provided)

Experience within an accountancy practice

AAT qualified or part-qualified

Qualified accountant

Background in Business Services or Advisory

Whats in It For You

Company pension scheme

Paid holidays

Casual dress

Onsite parking

Study support

Performance reviews every 6 months

Bonus scheme (in development)

Flexible working, including hybrid options after probation

Supportive and friendly working environment

Clear progression opportunities, including:

oClient Manager

oAccounts Assistant pathway

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