Bookkeeper

EQ; Forfar; On-site; GBP 26,000 - 38,000; Full time

Job summary

EQ Accountants, part of the Sumer Group in the UK, is seeking an experienced Bookkeeper to manage a portfolio of clients in Forfar, Scotland. The role includes processing payables/receivables, bank reconciliations, VAT returns, and setting up client software for self-service bookkeeping.

You will train clients on Xero and SAGE, leveraging on‑the‑job learning and internal training. The firm emphasizes growth, mentorship, and a supportive, inclusive culture with clear progression.

Qualifications

• Proven experience handling bookkeeping services for a portfolio of clients.
• Knowledge of Xero and SAGE desirable.
• Good numerical skills and excellent communication with clients.
• Team player who thrives in a collaborative environment and meets tight deadlines.

Responsibilities

• Process accounts payable and receivable for a portfolio of clients.
• Complete bank reconciliations with accuracy and efficiency.
• Prepare and submit VAT returns.
• Set up client software for clients wishing to undertake their own bookkeeping.
• Provide training to clients on using Xero & SAGE.

Skills

Bookkeeping

Client portfolio

Numerical skills

Communication skills

Team player

Tools

Xero

SAGE

Job description

At EQ Accountants, part of the Sumer Group (one of the UK’s fastest-growing accountancy practices), we know our people are at the heart of everything we do. We’re not just colleagues – we’re a community. Our ethos, With You, means when our team thrives, our clients do too. We’re committed to creating an environment where you can grow professionally and personally, with access to mentorship, learning opportunities, and a clear path for progression.

We're looking for an experienced Bookkeeper to look after a portfolio of clients.

Key Responsibilities

• Process accounts payable and receivable for a portfolio of clients
• Complete bank reconciliations with accuracy and efficiency
• Preparing and submitting VAT returns
• Setting up client software for clients wishing to undertake their own bookkeeping
• Providing helpful training to clients on using Xero & SAGE

Skills, Knowledge & Expertise

• Proven experience handling bookkeeping services for a portfolio of clients (agriculture client experience desired but not essential)
• You will be eager to learn as we provide on the job learning with internal training provided, although knowledge of bookkeeping software such as Xero & SAGE would be desirable
• Have good numerical skills and excellent communication skills to talk with clients over the phone, on MS Teams or over email
• Be a team player and thrive in a collaborative environment, willing to share knowledge, support colleagues and be happy to work as part of a team to meet tight deadlines
• Be comfortable with change and excited by the opportunity to work in a dynamic environment

Belong @ Sumer

At Sumer, we know everyone’s journey is different. That’s why we’re committed to fairness, removing barriers and giving people the support they need to do their best work. If you need any support during the hiring process, just let us know.

Our values represent what matters most to us and guide how we work every day:

• We Shine Together
• We Do the Right Thing
• We Make It Count

We know diverse teams make us stronger. That’s why we’re creating an inclusive workplace where everyone belongs and differences are valued and celebrated.

About EQ

At EQ Accountants, we believe that at the core of our success is our people. We are more than just colleagues; we are a community dedicated to supporting each other to foster a positive and inclusive workplace where everyone can thrive.

At EQ, we believe that taking care of our clients starts with taking care of our team. Our ethos, ‘With You,’ reflects this commitment when our people thrive, so do our clients.

We are committed to your professional growth and personal development. Whether you are just starting out, or looking to advance your career, you’ll find the support you need to excel.

As well as a comprehensive range of benefits, including enhanced family friendly policies, holidays, paid volunteering time, we offer continuous learning opportunities, mentorship, and a clear path for career progression to help you reach your full potential