Accounting and Digital Client Advisor

EXCO

. Support new clients in getting started with the firm’s digital tools, including the client portal, invoicing software, and document submission platform .

Posted 10/7/2026full-timeSoyaux • FranceMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates a solid foundation in accounting and taxation while effectively managing client relationships and onboarding processes. Proficient in creating training materials and delivering sessions, with a strong focus on utilizing digital tools for e-invoicing and document management.

Highest-signal resume keywords

Client OnboardingE-Invoicing ProcessesTraining Material CreationAccounting KnowledgeDigital Tool Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

AccountingTaxationE-InvoicingDocument ManagementTraining Development

Soft Skills

Customer FocusProactive Problem SolvingOrganizational SkillsAutonomyCommunication

Tools & Technologies

Client PortalInvoicing SoftwareDocument Submission Platform

Industry Keywords

Accounting Firm OperationsClient Portfolio ManagementOnboarding Process OptimizationCommercial AwarenessSelf-Reflection

About the role

Key responsibilities & impact

Support new clients in getting started with the firm’s digital tools, including the client portal, invoicing software, and document submission platform
Guide clients in implementing their e-invoicing processes
Assist with connecting to the digital document platform, submitting invoices, and setting up the approval workflow
Create training materials, including practical guides, tutorials, and step-by-step instructions
Deliver short training sessions for internal and/or external audiences
Serve as the liaison between clients and internal teams from the beginning of the client relationship
Identify issues and recommend improvements
Contribute to optimizing the client onboarding process
Identify clients’ additional needs and communicate them to the designated chartered accountant
Manage a client portfolio to maintain hands-on involvement in the accounting profession
Make regular visits to client sites

Requirements

What you’ll need

Reliable, committed, and able to honor commitments
Strong customer focus and commercial awareness
Proactive, autonomous, and able to make recommendations
Open to self-reflection and willing to challenge your own ideas
Well organized, autonomous, and able to see assignments through to completion
Able to find solutions and manage problems effectively
Good understanding of how an accounting firm operates
Solid foundation in accounting and taxation
Very comfortable using digital tools and able to develop new skills independently
Knowledge of, or a strong interest in, the e-invoicing reform
Able to create clear training materials and deliver training sessions
Able to manage multiple assignments simultaneously

Benefits

Comp & perks

A stimulating work environment within a rapidly growing group
Regular training to support professional development
Modern, friendly workplace
Free ALAN health insurance, 100% covered by the employer
Meal vouchers via the SWILE card, 60% covered by the employer
One remote-working day per week
Profit-sharing scheme
Special offers through the Social and Economic Committee (CSE)
Social and sporting activities and events throughout the year