Who are Atholl Accountancy?
Atholl Accountancy is at the forefront of modern accountancy, combining traditional expertise with cutting-edge technology to deliver exceptional service to businesses across Central Scotland. As one of only two firms in Scotland selected to test revolutionary AI-led accounting software, we're pioneering new ways to serve our clients better.
We're a small, dynamic team that takes pride in making accounting accessible and understandable for every business. Founded in 2016 by Paula McMonagle and proudly registered with the Institute of Financial Accountants, we've built our reputation on being approachable experts who speak plain English, not accountancy jargon. We're genuinely curious about our clients' businesses, taking time to understand not just their numbers, but their goals, challenges, and aspirations.
The Opportunity
We're seeking a Client Manager to join our growing team in a part or full time capacity (21 – 35 hours per week). This is a role that offers genuine flexibility – all of our team work flexibly from home for most of their working week.
What makes this role different?
- Work from home with occasional local client visits in the Forth Valley area
- True flexibility in hours and working pattern
- Opportunity to work with cutting-edge technology and AI-led software
- Focus on building meaningful client relationships through genuine curiosity
- Modern approach to accounting using cloud-based solutions
- Environment that encourages creative thinking and new ideas
What you'll do
- Take a genuine interest in understanding clients' businesses and goals
- Manage junior members of staff, including allocating and reviewing their work
- Prepare complex accounts and assist with adhoc work as needed
- Manage client portfolios and relationships
- Assist the director and practice manager with enquiries
- Work with cloud accounting software (particularly Xero)
- Integrate modern tech solutions with traditional accounting practices
- Handle personal tax, business tax, and VAT matters
- Build and maintain independent client relationships
- Break down complex accounting concepts into clear, simple language
- Contribute ideas and help shape our innovative approach to accounting
What we're offering
- Salary: £40,000 - £45,000 FTE
- 28 days holiday (increases with service)
- Your birthday off
- Flexible working hours
- Fully work from home
- Regular professional development opportunities to grow your expertise
What you'll bring
- Minimum 3 years' experience in general practice
- Proficiency in cloud accounting software (Xero certification or equivalent)
- Strong client relationship skills
- Natural curiosity and eagerness to learn
- Proactive approach and independent thinking
- Ability to explain complex concepts simply
- Experience with app integrations (e.g., Shopify)
- Knowledge of payroll and CIS (Construction Industry Schemes)
- Understanding of modern accounting methods
- Commercial acumen
The mindset we're looking for
- Genuine curiosity about clients and their businesses
- Natural ability to make accounting accessible and jargon-free
- Commitment to continuous learning and professional development
- Creative approach to problem-solving
- Desire to build authentic relationships with clients
- Ability to see the bigger picture beyond the numbers
- Interest in providing tailored advice based on both technical knowledge and client understanding
- Enthusiasm for embracing new technology and modern ways of working
We value potential over perfection. If you meet around 60% of our criteria but bring other valuable skills or perspectives, we'd love to hear from you. We're particularly interested in candidates who share our values in their approach to accounting.
Location & Work Pattern
- Located in the Forth Valley area
- Remote with client visits and team meet ups in the Forth Valley area
- Flexible hours (21-35 per week)