Bookkeeper

Sumer; Forfar; On-site; GBP 25,000 - 35,000; Full time

Job summary

A growing accountancy practice in Forfar seeks an experienced Bookkeeper to manage a client portfolio. Responsibilities include processing accounts, completing bank reconciliations, and providing software training using Xero. The ideal candidate will have strong numerical and communication skills, thrive in a collaborative environment, and be eager to learn. Competitive salary and benefits are offered.

Benefits

Competitive salary

33 days annual leave

Pension contributions

Life insurance

Private medical cover

Income protection

Enhanced family-friendly leave

Paid volunteering time

Mobile discounts

Support for CGI qualification

Inclusive work culture

Qualifications

• Eager to learn with on-the-job training.
• Good numerical skills to handle accounts.
• Excellent communication for client interactions.

Responsibilities

• Process accounts payable and receivable.
• Complete bank reconciliations with accuracy.
• Prepare and submit VAT returns.
• Set up client software, especially Xero.
• Provide training to clients on using Xero.

Skills

Familiarity with bookkeeping software (Xero, Dext)

Excellent numerical skills

Strong communication skills

Team player

Adaptability to change

Tools

Xero

Dext

Job description

Overview

Bookkeeper | Department: Business Outsourcing | Location: Forfar | Employment Type: Permanent

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 efficency


• Preparing and submitting VAT returns


• Setting up client software - especially Xero - for clients wishing to undertake their own bookkeeping


• Providing helpful training to clients on using Xero

Skills, Knowledge & Expertise

• 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 and Dext 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

Benefits

• Competitive salary


• 33 days annual leave (plus extra after 3 & 5 years' service)


• Pension (up to 10% employee contribution, matched by EQ)


• Life insurance (4 x annual salary)


• Private medical cover (eligible at certain grades and/or after specified length of service)


• Income protection - eligible after completing 1 year of service


• Enhanced family-friendly leave and pay - eligible after 6 and 12 months service


• Paid volunteering time (14 hours annually)


• EE mobile discount (for you + friends/family)


• Support for CGI qualification & continuous training


• Friendly, inclusive work culture with regular social events

Belong @ EQ, Part of the Sumer Group

At Sumer, we are committed to fostering an inclusive and diverse work environment, not just as buzzwords, but as the heartbeat of our team. Our recruitment practices reflect this commitment, welcoming individuals from all backgrounds. We prioritise creating an environment where every candidate feels respected and supported throughout the hiring process.

Everyone is unique and we understand that each individual may have distinct needs to showcase their best selves during interviews. Our commitment is to offer personalised support for all candidates. Let our team know how we can bring out your fullest potential.