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Senior Bookkeeper

Sumer

Bath

Hybrid

GBP 30,000 - 40,000

Full time

4 days ago
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Job summary

A leading accounting firm in Bath is seeking a Senior Bookkeeper to deliver high-quality bookkeeping and management accounting services. You'll manage your own portfolio of clients, prepare financial accounts, and support junior colleagues within a people-first, hybrid workplace culture.

Benefits

Private health insurance
Healthcare cash plan
Employee assistance program
Flexible working arrangements
Enhanced maternity and paternity pay
Life assurance
Pension scheme
Cycle-to-work scheme

Qualifications

  • 2+ years' experience in bookkeeping and VAT, ideally within practice.
  • Confident in preparing management accounts.
  • Proficient in using Xero, QuickBooks, and Excel.

Responsibilities

  • Manage a portfolio of clients for bookkeeping and VAT.
  • Prepare monthly or quarterly management accounts.
  • Liaise directly with clients to manage expectations.

Skills

Communication
Time Management
Interpersonal Skills
Client Relationship Management

Education

AAT Level 3 qualification
AAT Level 4 qualification (desirable)

Tools

Xero
QuickBooks Online
Excel

Job description

Join to apply for the Senior Bookkeeper role at Sumer

1 week ago Be among the first 25 applicants

Join to apply for the Senior Bookkeeper role at Sumer

Monahans is a trusted regional accountancy firm and proud to be part of Sumer, a growing group of local firms backed by national strength. Together, we’re reshaping what accountancy looks like – combining close client relationships with innovative thinking and smarter ways of working.

With offices across the South West, we offer a supportive, people-first culture where flexibility, development, and collaboration are part of everyday life. We’re now looking for a Senior Bookkeeper to join our expanding team.

Department Business Outsourcing Employment Type Permanent Location Bath Workplace type Hybrid Reporting To

Key Responsibilities

As a Senior Bookkeeper, you’ll deliver high-quality bookkeeping, VAT, and management accounting services for a diverse portfolio of clients. You’ll be client-facing, and confident supporting others in the team.

  • Manage your own portfolio of bookkeeping and VAT clients, aligned to your level.
  • Prepare monthly or quarterly management accounts, including accruals, prepayments, and depreciation.
  • Input and reconcile data, process payments, and ensure clear, organised working papers.
  • Liaise directly with clients to meet deadlines and manage expectations.
  • Visit client sites as needed to support service delivery and client relationships.
  • Act as a mentor or buddy to junior colleagues, supporting with feedback and development.

Skills, Knowledge and Expertise

You’ll be an experienced and proactive bookkeeper with strong communication skills and a commercial mindset. You enjoy supporting others and delivering a great client experience.

  • AAT Level 3 qualified or qualified by experience (Level 4 desirable).
  • 2+ years’ experience in bookkeeping and VAT (ideally within practice).
  • Confident preparing management accounts with clear supporting schedules.
  • Skilled in Xero, QuickBooks Online, Excel, and other accounting systems.
  • Strong time management and interpersonal skills; able to work independently and flexibly across sites.
  • Experience in property finance or sector-specific bookkeeping (desirable but not essential).

Benefits

At Monahans, we are dedicated to personal and professional growth, ensuring every team member feels valued and empowered.

As Part Of The Monahans Team, You Can Expect

  • Competitive salary with regular benchmarking and merit-based reviews including growth shares at partner level.
  • Health and wellness benefits including private health insurance, a healthcare cash plan, and an employee assistance program.
  • Flexible working arrangements, including homeworking options and the opportunity to buy more annual leave.
  • Generous support policies such as enhanced maternity and paternity pay, life assurance, and a pension scheme.
  • Additional perks like the myMonahans benefits platform, volunteer leave, social events, and a cycle-to-work scheme.

About Monahans

Monahans is now part of the Sumer Group, a top 20 accounting firm in the UK. Since joining over 18 months ago, we've doubled in size, and our growth trajectory shows no signs of slowing. As part of this dynamic group, we benefit from increased resources, enhanced opportunities, and a forward-thinking approach to client service. For you, this means unrivalled career progression and the chance to be part of something truly transformative.

With over 120 years of heritage and a network of offices across the South West, Monahans combines traditional values with innovative thinking to help businesses thrive. We pride ourselves on fostering a supportive environment where professional growth and work-life balance go hand in hand.

Apply Now

Seniority level
  • Seniority level
    Mid-Senior level
Employment type
  • Employment type
    Other
Job function
  • Job function
    Accounting/Auditing and Finance
  • Industries
    Accounting

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