Skilled Bookkeeper for Client Portfolios | Training

EQ; Forfar; On-site; GBP 26,000 - 38,000; Full time

Job summary

EQ Accountants, part of the Sumer Group in the UK, is seeking an experienced Bookkeeper to manage a portfolio of clients in Forfar, Scotland. The role includes processing payables/receivables, bank reconciliations, VAT returns, and setting up client software for self-service bookkeeping.

You will train clients on Xero and SAGE, leveraging on‑the‑job learning and internal training. The firm emphasizes growth, mentorship, and a supportive, inclusive culture with clear progression.

Qualifications

• Proven experience handling bookkeeping services for a portfolio of clients.
• Knowledge of Xero and SAGE desirable.
• Good numerical skills and excellent communication with clients.
• Team player who thrives in a collaborative environment and meets tight deadlines.

Responsibilities

• Process accounts payable and receivable for a portfolio of clients.
• Complete bank reconciliations with accuracy and efficiency.
• Prepare and submit VAT returns.
• Set up client software for clients wishing to undertake their own bookkeeping.
• Provide training to clients on using Xero & SAGE.

Skills

Bookkeeping

Client portfolio

Numerical skills

Communication skills

Team player

Tools

Xero

SAGE

Job description

EQ Accountants, part of the Sumer Group in the UK, is seeking an experienced Bookkeeper to manage a portfolio of clients in Forfar, Scotland. The role includes processing payables/receivables, bank reconciliations, VAT returns, and setting up client software for self-service bookkeeping.

You will train clients on Xero and SAGE, leveraging on‑the‑job learning and internal training. The firm emphasizes growth, mentorship, and a supportive, inclusive culture with clear progression.