Digital Services Lead – Southwest

Digital Services Lead (Client-Facing)

Southwest

We’re Westcotts – a Top 50+50 Accountancy Practice and Real Living Wage Employer, with over 300 team members across offices in Devon and Somerset.

We’re looking for a Digital Services Lead (Client‑Facing) to join our growing Digital Services team. This is a key role supporting our firm‑wide digital transformation agenda, helping clients move confidently to cloud accounting solutions while leading, mentoring, and developing our Digital Services team.

The role will be based across the South West on a hybrid working basis, with flexibility to work across Westcotts offices and closely alongside our Tax, Accounts, Payroll and Bookkeeping teams.

At Westcotts, Our People Are At The Heart Of Everything We Do. When You Join Us, You’ll Be Part Of a Supportive, Forward‑thinking Firm Where Innovation Is Encouraged And Your Expertise Is Genuinely Valued. You’ll Benefit From

• A collaborative and down‑to‑earth culture
• The opportunity to shape and lead meaningful digital change across the firm
• Hybrid and flexible working to support work/life balance
• A strong focus on wellbeing, development, and continuous improvement
• The chance to work closely with Partners and senior leaders on strategic initiatives

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 Quick Books, 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
• Supporting junior members of the Digital Services team, allocating work and coaching best practice where applicable, 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

Ideally the successful candidate will have the following attributes, skills, experience, and qualifications:

• At least 5 years’ experience delivering cloud accounting solutions using Xero and Quick Books 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 Quick Books 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)
• 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

• Up to 36.25 hours / 5 days per…