Client Onboarding Manager - Bookkeeper or Accountant AAT Level 4 (or higher)

Client Onboarding Manager (Bookkeeper or Accountant, AAT Level 4 or higher)

Salary

£35,000 - £38,000/annum + excellent benefits

Location

Uckfield, East Sussex - Full or part time/Flexi Hours/Hybrid Working

Agency

PAW Associates (Heathfield)

Description

PAW Associates is working with a friendly and inclusive accounting practice that specialises in providing virtual finance department services based in the heart of Uckfield, East Sussex. They are seeking an experienced bookkeeper or accountant to take on the role of Client Onboarding Manager to join the dynamic bookkeeping and accounting team.

This is a key client-facing role designed to make sure every new client's first experience with the practice is smooth, efficient, and stress-free. You'll guide clients through their first few months with the firm-setting up systems, streamlining processes, and ensuring their records are accurate and complete before handing them over to your colleagues in the bookkeeping team.

If you're organised, tech-savvy, and thrive on building excellent client relationships, this role could be perfect for you.

As the Client Onboarding Manager, your responsibilities will include being the main point of contact for new clients during their onboarding journey, collecting and organising client information, setting up of the client's tax agent with HMRC with authorisations, implement accounting systems (Xero, QuickBooks, etc) Train clients on new software and hand hold, manage seamless handover to the bookkeeping team etc.

This position has been created due to their continued business growth, and they are highly motivated to recruit someone as soon as possible!

Client Onboarding Manager duties

AAT Level 4 qualification (or higher) in bookkeeping or accounting.

• Strong experience in bookkeeping or client management within a practice setting.
• Solid understanding of VAT, bookkeeping and HMRC compliance.
• Confident communicator with excellent attention to detail.
• Passion for technology and automation tools (eg, Xero, Auto Entry, QuickBooks).
• Organised, proactive, and able to manage multiple onboarding projects at once.
• Confident working directly with clients

What you'll do:

• Be the main point of contact for new clients during their onboarding journey.
• Collect and organise client information and documentation.
• Set us up as the client's tax agent with HMRC and manage authorisations.
• Bring the client's bookkeeping up to date and ensure records are accurate.
• Implement and optimise accounting systems and workflows (Xero, QuickBooks, etc.).
• Train clients on new software and help them feel confident with their systems.
• Identify opportunities to improve processes and boost efficiency.
• Support existing clients through system changes or transitions.
• Ensure a seamless handover to our bookkeeping team once onboarding is complete.

They are looking for someone who enjoys working independently but also values being part of a supportive team. You'll be confident in your technical skills and able to take ownership of our onboarding systems from start to finish.

Why this firm

This is a fantastic opportunity for an experienced bookkeeper or accountant who loves systems, organisation and helping clients get set up for success in a small practice, where your contribution will be recognised every day.

Their philosophy is simple: relationship-led service, delivered with excellence. They believe the future of accountancy lies in firms that prioritise strong client relationships, supported by modern systems and outstanding technical delivery.

Plus.

• Friendly, supportive team - You'll never feel like just a number.
• Lovely local office - A welcoming environment in the heart of the community.
• Flexibility - Flexible hours and hybrid working so you can balance work and life.
• Work/life balance - We value our people and believe in supporting wellbeing alongside professional growth.
• Future-focused practice - We're committed to measured growth, working only with clients who align with our values, and building long-term relationships based on trust and quality.
• Leadership opportunity - As the practice continues to grow, you'll have the chance to lead the way in developing and shaping our accounting team, creating a department around your expertise.

If this is what you have been looking for, then please send your CV and a short cover letter to Penny-Anne at PAW Associates for an initial discussion and to find out more.