Senior Client Advisor, Business Advisory & Accounting

Wbg Services LLP; Glasgow; Hybrid; GBP 42,000 - 64,000; Full time

Job summary

Wbg Services LLP in Glasgow is seeking a Senior Client Advisor to manage client portfolios, deliver bookkeeping, VAT returns and management accounts, and drive cloud accounting adoption.

You will coach junior team members, review work for accuracy, and ensure timely delivery within budgets. A degree in accounting and ACCA progress are preferred, with strong software skills in Xero, Sage, and QuickBooks.

Qualifications

• Experience producing year-end accounts for corporate and unincorporated clients.
• Experience in bookkeeping, VAT return prep and management accounts production.
• Ability to review work and provide constructive feedback.

Responsibilities

• Manage a portfolio of clients and ensure work progresses from planning to completion.
• Prepare and oversee year-end accounts for audit-exempt clients.
• Deliver bookkeeping, VAT returns and management accounts support.
• Coordinate client communication, timelines and fees.
• Review colleagues' work to maintain quality and consistency.
• Support onboarding and use of cloud accounting systems.

Skills

Year-end accounts

Bookkeeping

VAT returns

Management accounts

Cloud accounting

Xero

Sage Business Cloud

QuickBooks Online

Microsoft Office

Education

Degree in Accounting

ACCA qualification

Tools

Xero

Sage Business Cloud

QuickBooks Online

Microsoft Excel

Outlook

Teams

Job description

Wbg Services LLP in Glasgow is seeking a Senior Client Advisor to manage client portfolios, deliver bookkeeping, VAT returns and management accounts, and drive cloud accounting adoption.

You will coach junior team members, review work for accuracy, and ensure timely delivery within budgets. A degree in accounting and ACCA progress are preferred, with strong software skills in Xero, Sage, and QuickBooks.