Digital Services Manager (Client Facing)

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