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 our core systems — including Practice Engine, Filestore and Summa Tech. Your work will directly enhance client experience, efficiency, and compliance across the firm.

The main duties (but not limited to) are the following: –

• 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

• 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