Client Support Executive – Accounting Practice (Xero)

📋 Description

• • The Client Support Executive serves as the first point of contact for small business clients, providing essential support with day-to-day accounting queries and helping them maximize the use of Xero accounting software.
• • Day-to-day responsibilities include handling client enquiries via phone, email, and chat; advising on basic accounting topics such as expenses and purchases; troubleshooting Xero usage issues; logging and triaging support tickets; escalating complex tax or accounting matters to qualified accountants; and ensuring timely resolution of customer issues while managing expectations.
• • 1st Formations is a leading UK provider of company formation and compliance services, operating a modern, integrated technology platform that combines formation, compliance, accounting, payroll, and ongoing business support for entrepreneurs. The company is a certified B Corp and Carbon Neutral Business with over 1 million companies formed and £18m annual revenue, including £9m ARR, and is forecast to grow 5x–10x over the next three years.
• • In this role, the individual will develop strong client communication skills, deepen practical accounting knowledge, gain expertise in Xero and cloud accounting platforms, and build experience in ticketing, triage, and escalation processes — all while contributing to service improvements and product development in a fast-growing, purpose-driven business.