Bookkeeper - Client Portfolio with Growth & Mentorship

EQ; Dundee; On-site; GBP 23,000 - 30,000; Full time

Benefits offered by this job

Family friendly policies

Paid volunteering time

Continuous learning opportunities

Mentorship & career progression

Job summary

EQ Accountants, part of the Sumer Group, is seeking an experienced Bookkeeper to manage a portfolio of clients from our Dundee offices. You will handle AP/AR, bank reconciliations, VAT submissions, and setup of client software for self-managed bookkeeping, while training clients on Xero and SAGE.

The role requires strong numerical skills, clear communication with clients via MS Teams, phone and email, and a collaborative mindset to meet tight deadlines in a dynamic team environment.

Qualifications

• Proven experience handling bookkeeping services for a portfolio of clients (agriculture client experience desired but not essential)
• 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

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

Bookkeeping for multiple clients

Numerical skills

Communication with clients

Team collaboration

Adaptability to change

Tools

Xero

Sage

Job description

EQ Accountants, part of the Sumer Group, is seeking an experienced Bookkeeper to manage a portfolio of clients from our Dundee offices. You will handle AP/AR, bank reconciliations, VAT submissions, and setup of client software for self-managed bookkeeping, while training clients on Xero and SAGE.

The role requires strong numerical skills, clear communication with clients via MS Teams, phone and email, and a collaborative mindset to meet tight deadlines in a dynamic team environment.