Client Management Accountant

3 weeks ago

Birmingham, Birmingham, United Kingdom Carter Jonas LLP Full time

We are looking for an experienced AAT part or fully qualified accountant to join our contract management team as a client management account, to assist with managing financial transactions and reports for client portfolios within Carter Jonas. The role is based at our Birmingham Office with some working from home if preferred. Some previous experience in the property sector would be preferable, however, a keen learner with a can-do attitude will go far

You will assist in accounting for a portfolio of clients as well as having the opportunity to take on one-off projects, whilst assisting others as appropriate. This is a chance for a motivated individual to be hands-on within their role, it will also involve some transactional work when required. You will also have the opportunity to be involved in the full day to day management of some of Carter Jonas' smaller accounts.

We offer a highly competitive salary package which includes a fantastic benefits package including a variety of flexible benefits allowing you to choose those that suit your personal circumstances including purchasing additional leave, health cash plans, cycle to work scheme and so on In addition, we welcome applications from those seeking flexible or agile working arrangements and can be discussed at the application stage.

Main tasks:

Key elements of the role include but are not limited to:

  • Managing day-to-day operations of clients' financial transactions
  • Performing regular and robust reconciliations of client funds
  • Creating payment runs in accordance with strict contract rules and deadlines
  • Allocating cash received from tenants
  • Responding in a timely and professional manner to both internal and external queries; managing shared inboxes
  • Assisting preparation of monthly contract accounts and reports
  • Work with and supervise staff working on Accounts Payable
  • Writing and updating standard operating procedures

As with any role within the client accounting function within Carter Jonas, you will be required to undertake whatever task is necessary to provide the level of service expected by both our internal and external clients including:

  • Carrying out all administrative and ad hoc duties in connection with the role
  • Ensuring systems are updated on a timely and accurate basis to enable other departments within the organisation to manage effectively
  • Liaising with third parties such as clients, and their tenants in providing information and reports as required
  • Supporting other members of the client accounting team and providing cover in periods of absence of other team members

Training will be provided on the various software packages used.

What will it take to be successful?

Ideally you will have gained experience in a busy finance environment, within industry or a reputable accountancy practice, managing multiple stakeholders and contributing to the team demonstrating strong problem solving skills. You will have the ability to work both supervised and unsupervised, being able to make decisions effectively and efficiently. You will need strong communication skills, a professional approach and fantastic time management skills. Previous experience in property is preferred but not essential. It is crucial to have excellent attention to detail and accuracy, be enthusiastic and pro-active with strong numeral and written analytical skills. Strong interpersonal skills, good commercial awareness and a willingness to work closely with other departments, whilst playing a key role within the contract management team is extremely important. It is also essential you are fully computer literate with a thorough understanding of MS Office programmes, particularly Excel.

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