Client-Portfolio Bookkeeper | Xero Specialist & Training

Cowgills, part of the Sumer Group; Bolton; On-site; GBP 26,000 - 36,000; Full time

Job summary

Cowgills, part of the Sumer Group, is recruiting a Bookkeeper to manage a portfolio of clients from our Bolton office. You’ll handle AP/AR, VAT returns, and quick set-up of client software such as Xero, while providing training and ongoing support to clients.

Join a collaborative team that values accuracy, communication, and continuous learning, with on-the-job training and opportunities to grow within a growing independent practice.

Qualifications

• Bookkeeper with client portfolio experience.
• Strong numerical and accounting literacy required.
• Excellent communication skills over phone, Teams or email.

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 – especially Xero – for clients wishing to undertake their own bookkeeping
• Providing helpful training to clients on using Xero

Skills

Numerical skills

Communication skills

Team player

Adaptable to change

Tools

Xero

Dext

Job description

Cowgills, part of the Sumer Group, is recruiting a Bookkeeper to manage a portfolio of clients from our Bolton office. You’ll handle AP/AR, VAT returns, and quick set-up of client software such as Xero, while providing training and ongoing support to clients.

Join a collaborative team that values accuracy, communication, and continuous learning, with on-the-job training and opportunities to grow within a growing independent practice.