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Cloud Accounting Digital Services Manager

Location

Exeter, Devon

Pay rate, Salary

£32000 - £35000 per annum

Contract Type

Permanent

Summary

Job description

Cloud Accounting Digital Services Manager

Southwest | £32,000 - £35,000 | Up to 36.25 hours per week | Monday - Friday | Permanent


Introduction

Acorn by Synergie is recruiting a Cloud Accounting Digital Services Manager (Client-Facing) to join a Top 50+50 accountancy practice in the South-West. This hybrid role supports the firmwide digital transformation agenda, leading cloud accounting solutions and mentoring the Digital Services team.


Key Duties:
  • Lead and deliver cloud accounting migrations to Xero and QuickBooks Online, including ledger transfers, opening balance reconciliations, bank feed setup, app integrations, and go-live support.
  • Run discovery workshops to understand client needs, map current processes, and design future-state workflows.
  • Manage client onboarding journeys, improving turnaround times and creating a strong first impression.
  • Line-manage Digital Services team members, allocating work, coaching best practice, and overseeing quality assurance.
  • Set standards for documentation, workflows, checklists, and handovers to Accounts, Tax, Payroll, and Bookkeeping teams.
  • Champion high standards of data hygiene across Practice Engine and Filestore.
  • Embed compliant onboarding processes, including CDD/AML through Summa Tech, and support annual review cycles.
  • Work closely with Partners and Managers to scope proposals, build business cases, and present solutions to clients and internal stakeholders.
  • Track outcomes, identify risks, and drive continuous improvement across digital services.

Requirements:
  • Minimum 5 years' experience delivering cloud accounting solutions using Xero and QuickBooks Online.
  • Proven experience leading client-facing projects from discovery through to migration and post-go-live support.
  • Xero and/or QuickBooks Online certifications (Advanced preferred).
  • Practical knowledge of ledger migrations, bank feeds, chart of accounts design, VAT setup, and app integrations.
  • Experience line-managing, mentoring, and quality-checking team members.
  • Confidence using systems such as Practice Engine, Filestore, Trello (or similar), and Summa Tech.
  • Knowledge of KYC/AML workflows and professional services processes.
  • Familiarity with Digita and/or Sage tax suites.
  • Advanced Excel skills, including Power Query.
  • Excellent communication skills with the ability to explain technical concepts clearly to clients and colleagues.

What We Offer:
  • Up to 36.25 hours per week, hybrid and flexible working available.
  • 25 days annual leave plus bank holidays.
  • Annual salary review.
  • Death in service 3 x annual salary.
  • Access to company rewards and health scheme.
  • 24-hour external Employee Assistance Programme.
  • Flexible benefits including Buy and Sell holiday, Cycle to Work, Payroll Charity Giving, and Private Medical Insurance.
  • Introducing clients and team member commission schemes.
  • Pension 3% rising to 4% (matched up to 6% after 4 years' service).
  • Enhanced maternity and paternity pay after one year's service.

Interested?

Apply now to join this innovative and supportive accountancy practice leading cloud accounting solutions across the South-West.

Acorn by Synergie acts as an employment agency for permanent recruitment.

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