Candidates should take the time to read all the elements of this job advert carefully. Please make your application promptly.
Up to £35k.
Our client is seeking a digital services manager. This role will be based across the South West on a hybrid working basis, with flexibility to work across all offices.
Why join?
Our client offers more than just a job — they offer a place to grow. You’ll benefit from:
* A collaborative and down‑to‑earth culture
* The opportunity to shape and lead meaningful digital change across the firm
* Hybrid and flexible working to support work/life balance
* A strong focus on wellbeing, development, and continuous improvement
* The chance to work closely with Partners and senior leaders on strategic initiatives
Main Duties
* Deliver client‑facing digital change across the firm, leading cloud accounting migrations, improving onboarding and automation, and raising data quality and integration across core systems including Practice Engine, Filestore and Summa Tech.
* Lead and deliver cloud accounting migrations to Xero and QuickBooks, including full ledger transfers, opening balance reconciliations, bank feed setup, app integrations and go‑live support.
* Run discovery workshops to understand client needs, map current processes and design future‑state workflows that reduce manual input and duplication.
* Manage client onboarding journeys (including Summa Tech) to improve turnaround times and create a strong first impression.
* Line‑manage members of the Digital Services team, allocate work, coach best practice and oversee quality assurance.
* Set standards for documentation, workflows, checklists and effective handovers to Accounts, Tax, Payroll and Bookkeeping teams.
* Champion high standards of data hygiene across Practice Engine and Filestore, ensuring records are complete, consistent, and audit‑ready.
* Embed compliant onboarding processes, including CDD/AML through Summa Tech, and support annual review cycles.
* Work closely with Partners and Managers to scope proposals, build business cases and present solutions to clients and internal stakeholders.
* Track outcomes, identify risks and drive continuous improvement across digital services.
Experience and Qualifications
Ideally, you’ll have:
* At least 5 years’ experience delivering cloud accounting solutions using Xero and QuickBooks Online.
* Proven experience leading client‑facing projects from discovery through to migration, cut‑over and post‑go‑live support.
Relevant practical experience is essential:
* Xero and/or QuickBooks Online certifications (Advanced preferred).
* Strong practical knowledge of ledger migrations, bank feeds, chart of accounts design, VAT setup and the wider app ecosystem (data capture, expenses, payments).
* Confidence working with systems such as Practice Engine, Filestore and project management tools (e.g. Trello or similar).
* Experience using onboarding and automation platforms such as Summa Tech.
* Knowledge of KYC/AML workflows.
* Experience working in a professional services environment.
* Familiarity with Digi‑ and/or Sage tax suites.
* Advanced Excel skills, including Power Query, for data transformation and validation.
* Excellent communication skills, with the ability to explain technical concepts clearly to both clients and colleagues.
Due to the high volume of interest we receive, we aren’t always able to respond to every candidate individually. If you haven’t heard from us within 10 working days, it unfortunately means your application was unsuccessful on this occasion.
#J-18808-Ljbffr