Job Description:

Digital Services Manager - South West (J239) 

Up to £35k  

Our client is seeking a digital services manager, this role will be based across the South West on a hybrid working basis, with flexibility to work across all offices.  

Why join? 

Our client offers more than just a job — they offer a place to grow. You’ll benefit from:  

• A collaborative and down-to-earth culture 

• The opportunity to shape and lead meaningful digital change across the firm 

• Hybrid and flexible working to support work/life balance 

• A strong focus on wellbeing, development, and continuous improvement 

• The chance to work closely with Partners and senior leaders on strategic initiatives 

Main Duties  

This role plays a central part in delivering client-facing digital change across the firm. You’ll lead cloud accounting migrations, improve onboarding and automation, and help raise data quality and integration across core systems — including Practice Engine, Filestore and Summa Tech. Your work will directly enhance client experience, efficiency, and compliance across the firm. 

• Leading and delivering cloud accounting migrations to Xero and QuickBooks, including full ledger transfers, opening balance reconciliations, bank feed setup, app integrations, and go-live support 

• Running discovery workshops to understand client needs, map current processes, and design future-state workflows that reduce manual input and duplication 

• Managing client onboarding journeys (including Summa Tech) to improve turnaround times and create a strong first impression 

• Line-managing members of the Digital Services team, allocating work, coaching best practice, and overseeing quality assurance 

• Setting standards for documentation, workflows, checklists, and effective handovers to Accounts, Tax, Payroll and Bookkeeping teams 

• Championing high standards of data hygiene across Practice Engine and Filestore, ensuring records are complete, consistent, and audit-ready 

• Embedding compliant onboarding processes, including CDD/AML through Summa Tech, and supporting annual review cycles 

• Working closely with Partners and Managers to scope proposals, build business cases, and present solutions to clients and internal stakeholders 

• Tracking outcomes, identifying risks, and driving continuous improvement across digital services 

Experience 

Ideally, you’ll have:  

• At least 5 years’ experience delivering cloud accounting solutions using Xero and QuickBooks Online 

• Proven experience leading client-facing projects from discovery through to migration, cut-over and post-go-live support 

• Relevant practical experience is essential 

• Xero and/or QuickBooks Online certifications (Advanced preferred) 

• Strong practical knowledge of ledger migrations, bank feeds, chart of accounts design, VAT setup, and the wider app ecosystem (data capture, expenses, payments) 

• Experience line-managing, mentoring, and quality-checking the work of others 

• Confidence working with systems such as Practice Engine, Filestore and project management tools (e.g. Trello or similar) 

• Experience using onboarding and automation platforms such as Summa Tech 

• Knowledge of KYC/AML workflows 

• Experience working in a professional services environment 

• Familiarity with Digita and/or Sage tax suites 

• Advanced Excel skills, including Power Query, for data transformation and validation 

• Excellent communication skills, with the ability to explain technical concepts clearly to both clients and colleagues 

Due to the high volume of interest we receive, we aren’t always able to respond to every candidate individually. If you haven’t heard from us within 10 working days, it unfortunately means your application was unsuccessful on this occasion.