Senior Customer Success Accounting Consultant

Clio - Cloud-Based Legal Technology

. Advise UK customers on accounting and bookkeeping best practices for law firms, including client account management, office account bookkeeping, and VAT .

Posted 10/5/2026full-timeDublin • IrelandSenior💰 €71,700 - €96,900 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in UK accounting and bookkeeping practices for law firms, with a strong focus on client money compliance, SRA Accounts Rules, and VAT regulations. Capable of delivering tailored training, developing accounting workflows, and advising on software integrations to enhance client adoption and satisfaction.

Highest-signal resume keywords

Accounting ExperienceSRA Accounts Rules KnowledgeUK VAT UnderstandingXero ConfigurationClient Money Compliance

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Accounting PrinciplesBookkeepingClient Account ManagementReconciliationData MigrationWorkflow DevelopmentAccounting Software CustomizationChart of Accounts ConfigurationComplex Accounting AnalysisLegal Finance Knowledge

Soft Skills

Excellent CommunicationProblem SolvingCollaborationTraining DeliveryCustomer Advisory

Tools & Technologies

XeroQuickBooks OnlineSageCloud-Based Legal TechnologyREST API

Certifications & Qualifications

ACACAACCACIMACPA IrelandAAT

Industry Keywords

Law Firm AccountingClient Money ComplianceVAT RegulationsMaking Tax DigitalConveyancing AccountingProbate AccountingAccounting WorkflowsClient Ledger CorrectionsOffice Account BookkeepingAccounting Best Practices

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

Advise UK customers on accounting and bookkeeping best practices for law firms, including client account management, office account bookkeeping, and VAT
Act as regional subject matter expert on client money compliance and SRA Accounts Rules
Lead resolution of complex client accounting issues and escalations, including reconciliations, client ledger corrections, and account migrations
Diagnose whether discrepancies result from user error, system configuration, or product issues
Collaborate with Support, Product, Engineering, Sales, Onboarding, Customer Success, and Support teams
Test UK-specific workflows and shape best-practice guidance for Clio’s accounting products
Deliver targeted training and specialised accounting advice sessions
Develop tailored bookkeeping and accounting workflows aligned with UK regulations
Help customers implement accounting setups and migrate from systems such as Xero and QuickBooks Online
Guide customers on integrations and configuration, including chart of accounts, bank feeds, and VAT settings
Serve as trusted accounting advisor throughout customer adoption journeys
Create customised training materials, documentation, and educational resources
Upskill EMEA teams and review support documentation for accounting accuracy
Propose accounting product improvements based on customer needs, feedback, and sales performance
Champion UK customer needs with internal and external stakeholders
Collaborate with Sales and prospects to position accounting consultancy and close opportunities

Requirements

What you’ll need

A degree in accounting, finance, or a related field, or equivalent practical experience
At least five years of accounting or bookkeeping experience, including at least two years working with law firms or handling client money
Hands-on knowledge of the SRA Accounts Rules and how law firms manage client and office accounts
Solid understanding of UK VAT as it applies to law firms, including disbursements and Making Tax Digital
Strong understanding of accounting principles and ability to analyse complex accounting processes
Excellent written and verbal communication skills, with ability to explain complex accounting and compliance topics in plain English
Proficiency in configuring and customising accounting software and integrations such as Xero, QuickBooks Online, or Sage
Recognised accounting qualification such as ACA, CA, ACCA, CIMA, CPA Ireland, or AAT is advantageous
Legal finance qualification or relevant law-firm finance experience is advantageous
Knowledge of accounting rules in other markets such as the Republic of Ireland is advantageous
Experience with conveyancing or probate accounting is advantageous
Experience advising small and mid-sized law firms is advantageous
Experience with cloud-based legal technology, accounting system implementations, or data migrations is advantageous
Understanding of REST API concepts is advantageous

Benefits

Comp & perks

Competitive, equitable salary
Top-tier health benefits and dental coverage
Hybrid work environment
Flexible time off policy
Pension contribution
Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years
Accessibility accommodations during the recruitment process