Senior Accountant / Client Advisory Lead

Cheriva Group Limited; Dalkeith; On-site; GBP 60,000; Full time

Job summary

A modern accounting firm is seeking a Senior Accountant / Client Advisory Lead in Edinburgh to manage client portfolios, prepare statutory accounts, and mentor junior staff. The role offers £60,000 annually plus performance bonuses with a clear pathway to long-term partnership. This is a unique opportunity to influence growth and shape the practice's future.

Benefits

Performance Bonus

Equity pathway

High visibility in the firm

Qualifications

• Strong practice background with experience preparing full statutory accounts.
• Experience managing a client portfolio and delivering client-facing advisory work.

Responsibilities

• Prepare and review full statutory accounts for diverse clients.
• Provide clear, practical advice on accounting and tax matters.
• Build and maintain strong client relationships.
• Mentor and support junior team members.

Skills

Client relationship management

Financial analysis

Clear communication

Commercial awareness

Mentoring

Education

Fully qualified accountant (ACA / ACCA / CIMA or equivalent)

Job description

Job Title: Senior Accountant / Client Advisory Lead

Location: Edinburgh

Reports to: Partner

Salary: £60,000 + Performance Bonus + Equity Pathway

About the Firm

Our client is a modern, partner‑led accounting and advisory practice working with a wide mix of SMEs, private companies, and high‑net‑worth individuals. With a highly regarded London office and a reputation for technical excellence, they combine traditional practice expertise with proactive, commercially minded client support.

Now, they are building their Edinburgh office into a flagship hub and are looking for someone who wants to be at the centre of that growth.

Why This Role Is Unique

• Autonomy
• Genuine influence over how the Edinburgh team grows.

Impact

• Build and shape an office from a small, highly capable team into a thriving practice.
• A clear route to becoming a key senior figure in the firm.

Variety

Ownership of client relationships, complex accounts, and strategic advisory work.

Collaboration

Cross‑office support from an established London team as the Edinburgh hub scales.

It's ideal for someone coming from a small or mid‑sized practice background or someone in a large firm who is ready to escape the bureaucracy and make their mark.

Role Overview

As Senior Accountant / Client Advisory Lead, you will take ownership of a client portfolio while helping to grow the Edinburgh office. You will handle full accounts preparation, deliver proactive client advice, and serve as a trusted partner for business owners and senior stakeholders.

This role suits someone who enjoys both technical delivery and developing long‑term client relationships. You'll work closely with the Partner and collaborate with the London team while acting as a key figure in expanding the Edinburgh presence.

Key Responsibilities

• Prepare and review full statutory accounts for a diverse portfolio of clients.
• Provide clear, practical advice across accounting, tax, and general business matters.
• Analyse financial information to spot risks, opportunities, efficiencies, and growth levers.
• Build and maintain strong client relationships, acting as a trusted advisor.
• Support client onboarding and contribute to business development initiatives.
• Ensure compliance with accounting standards and regulatory requirements.
• Mentor and support junior team members as the office grows.
• Play an active role in shaping and expanding the Edinburgh practice.

Candidate Profile

You will thrive in this role if you are motivated by responsibility, growth, and genuine autonomy.

Essential

• Fully qualified accountant (ACA / ACCA / CIMA or equivalent).
• Strong practice background with experience preparing full statutory accounts.
• Experience managing a client portfolio and delivering client‑facing advisory work.
• Strong commercial awareness and the ability to identify client needs and opportunities.
• Confident communicator who can explain complex financial information clearly.
• Someone who enjoys working closely with partners and contributing to practice direction.
• A hands‑on, proactive, and growth‑minded professional.

Desirable

• Experience leading or mentoring junior staff.
• Exposure to practice growth or involvement in developing a team or office.

Whats On Offer

£60,000 per annum + performance bonus.

Clear pathway to equity for those who want long‑term partnership responsibility.

A rare opportunity to help build and shape a growing Edinburgh office.

High visibility and influence within a forward‑thinking firm.

Supportive senior leadership and collaboration with an experienced London team.

A role where your voice is heard and your impact is genuinely felt.