Accounts Senior AAT - Edinburgh

This is an opportunity to step into a senior role within a growing, award-winning accounting practice where flexibility, trust and quality genuinely underpin how work gets done. You’ll take ownership of a client portfolio, deliver meaningful advisory support and build a career that can progress in several directions.

W&A is supporting a well-established, Xero-focused accountancy practice based in Edinburgh as they continue to expand their team. Known for high standards, strong client relationships and a people-first culture, the firm has grown consistently through reputation and referral.

The Opportunity

As Accounts Senior, you will manage a portfolio of clients, acting as a trusted finance partner and ensuring the timely delivery of high-quality management information. The role combines hands-on technical work with advisory input, supervising day-to-day finance activity and helping clients truly understand their numbers.

Key Responsibilities

• Prepare monthly or quarterly management accounts for a portfolio of clients.
• Produce and explain financial reports including P&L, balance sheet, cashflow forecasts, budgets and variance analysis.
• Review and improve client systems and processes to ensure efficient, high-quality delivery.
• Prepare, review and submit VAT returns.
• Oversee and support transactional processing completed by clients or colleagues.
• Prepare journals, reconciliations and working papers, maintaining balance sheet controls.
• Liaise with external accountants on statutory accounts and tax matters.
• Support new business activity and attend client and prospect meetings where required.
• Provide calm, people-first support to small business owners.

What You’ll Bring

• Experience preparing management accounts within a practice or multi-client environment.
• The ability to communicate financial information clearly to non-finance stakeholders.
• A good understanding of regulatory and compliance requirements.
• An appreciation of strong financial systems and controls.
• A hands-on, collaborative approach suited to a growing team.
• Experience with Xero and its app ecosystem is beneficial but not essential.
• A working knowledge of payroll is helpful, though not required.

Package & Benefits

• Salary of £32,000 – £35,000 (FTE), depending on experience.
• Fully flexible working – hybrid, remote or office-based, full-time or part-time.
• CPD support covering professional subscriptions, exams, study and events.
• Healthcare cover or enhanced pension contributions.
• Clear, personalised progression pathways aligned to your ambitions.
• Regular 1:1s and structured six-monthly reviews.
• Enhanced holiday allowance, including your birthday off if you choose.
• Paid wellness days and an active social calendar.

Why This Role?

• Join a values-led, award-winning practice with flexibility built into its culture.
• Work with engaged clients who value insight, not just compliance.
• Shape a progression pathway that could include leadership, specialism, study or licensing.
• Be part of a supportive, collaborative team that genuinely puts people first.

If this role sounds of interest to you, please contact Laura Buchanan Owen at laura@wilkinsonandassociates.co.uk for a private and confidential conversation.