Cloud Accounting Digital Services Manager
Southwest 32,000 - 35,000 Up to 36.25 hours per week Monday - Friday Permanent
Introduction
Acorn by Synergie is recruiting a Cloud Accounting Digital Services Manager (Client-Facing) to join a Top accountancy practice in the South-West. This hybrid role supports the firmwide digital transformation agenda, leading cloud accounting solutions and mentoring the Digital Services team.
Key Duties:
- Lead and deliver cloud accounting migrations to Xero and QuickBooks Online, including 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.
- Manage client onboarding journeys, improving turnaround times and creating a strong first impression.
- Line-manage Digital Services team members, allocating work, coaching best practice, and overseeing quality assurance.
- Set standards for documentation, workflows, checklists, and handovers to Accounts, Tax, Payroll, and Bookkeeping teams.
- Champion high standards of data hygiene across Practice Engine and Filestore.
- 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.
Requirements:
- Minimum 5 years' experience delivering cloud accounting solutions using Xero and QuickBooks Online.
- Proven experience leading client-facing projects from discovery through to migration and post-go-live support.
- Xero and/or QuickBooks Online certifications (Advanced preferred).
- Practical knowledge of ledger migrations, bank feeds, chart of accounts design, VAT setup, and app integrations.
- Experience line-managing, mentoring, and quality-checking team members.
- Confidence using systems such as Practice Engine, Filestore, Trello (or similar), and Summa Tech.
- Knowledge of KYC/AML workflows and professional services processes.
- Familiarity with Digita and/or Sage tax suites.
- Advanced Excel skills, including Power Query.
- Excellent communication skills with the ability to explain technical concepts clearly to clients and colleagues.
What We Offer:
- Up to 36.25 hours per week, hybrid and flexible working available.
- 25 days annual leave plus bank holidays.
- Annual salary review.
- Death in service 3 x annual salary.
- Access to company rewards and health scheme.
- 24-hour external Employee Assistance Programme.
- Flexible benefits including Buy and Sell holiday, Cycle to Work, Payroll Charity Giving, and Private Medical Insurance.
- Introducing clients and team member commission schemes.
- Pension 3% rising to 4% (matched up to 6% after 4 years' service).
- Enhanced maternity and paternity pay after one year's service.
Interested?
Apply now to join this innovative and supportive accountancy practice leading cloud accounting solutions across the South-West.
Acorn by Synergie acts as an employment agency for permanent recruitment.