1st Formations
Cloud Accounting Specialist (Part Qualified - Xero)
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Cloud Accounting Specialist (Part Qualified - Xero)
About 1st Formations
At 1st Formations, we empower entrepreneurs to start, run, and grow their businesses with confidence.
Running a business shouldn’t be slowed down by company formation, statutory compliance, accounting, or payroll. From day one, these essentials should be seamless, reliable, and intelligently handled, freeing founders to focus on building and scaling.
We’re a leading UK provider of company formation and compliance services, building a modern, fully integrated technology platform that supports founders at every stage of their journey. Our platform brings together:
- Formation
- Compliance
- Accounting
- Payroll
- Ongoing business support
All in one cohesive experience. No stitched-together services. No legacy workflows disguised as software.
Just a single, scalable platform built for ambitious founders who want to move fast, stay compliant, and grow with confidence.
Why Join Us Now?
You’ll be joining a business with strong momentum, clear direction, and real opportunity for progression.
- £18m annual revenue, including £9m ARR
- Over 1 million companies formed
- Certified B Corp and Carbon Neutral Business
- Forecast to grow 5x–10x over the next three years
The Role
Are you part-way through your AAT or ACCA? You’re good at the accounting side, but honestly, what you really enjoy is helping others understand complex concepts—think the colleague who’s your Xero go-to when things get tricky. You’ve run the client onboarding sessions and written the guides nobody else got around to creating. You’ve begun to question whether a career in practice is truly what you want or if accounting is the best use of your strengths.
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This is your role.
We’re partnering with Xero to power our Accounting-as-a-Service division, and we need an in-house Cloud Accounting Specialist. You’ll shape our internal teams’ confidence and skills on Xero by building structured training, video content, and scalable documentation. You’ll receive dedicated training straight from Xero and then own the platform.
This isn’t a stepping stone—it’s a deliberate shift into training and enablement tailored to those who are passionate about teaching others.
Key Responsibilities
- Design and deliver structured Xero training for internal teams, including:
- Onboarding Specialists
- Customer Service
- Customer Success
- Retention
- Create clear, accessible training materials tailored for non-accountants, such as:
- Guides
- Checklists
- FAQs
- Process documents
- Script and produce training videos to support self-serve learning for the entire team
- Act as the first point of contact internally for all Xero-related questions and issues
- Build a library of scalable resources, reducing repetitive queries and fostering team independence
- Identify recurring gaps or questions and proactively create content to address them
- Deliver 1-2-1 Xero training sessions for premium or VIP clients, as needed
- Monitor team usage patterns of Xero and pinpoint areas for improvement
- Stay current with Xero product updates and incorporate relevant changes into training and documentation
What We’re Looking For
We aren’t looking for a fully qualified accountant, nor for someone who dreams of becoming one. Instead, we’re looking for someone already deep in their qualification (AAT, ACCA, or similar) who has:
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- Strong practical Xero experience, ideally gained in a chartered accounting firm
- A proven track record as the go-to Xero person—responsible for client onboarding, colleague support, and answers that others couldn’t provide
- A knack for explaining accounting concepts to individuals with no finance background
- A talent for creating written content, such as:
- Guides
- Standard Operating Procedures (SOPs)
- Training documents
- Experience (or interest) in video production for training purposes
- A proactive and organised mindset—you spot gaps and don’t hesitate to tackle them
- A readiness to step away from a practice career and build something entirely new
What We Offer
- Salary range: £34,000–£38,000, depending on experience
- Certified dedicated onboarding training directly from Xero
- The chance to own a new division in a company with room to grow
- Hybrid working (3 days at our London office, 2 days from home)
- Real opportunities for progression as the business scales
- A culture that values ownership, impact, and continuous learning
Equal Opportunities
1st Formations is an equal opportunity employer and is committed to creating a diverse and inclusive workplace. We consider all applicants without regard to race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, criminal history, disability, or gender identity.
We encourage individuals from all backgrounds to apply. If you have a disability or special need requiring accommodation, please let us know.
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