Head of Legal Accounts

4 weeks ago

Swansea, United Kingdom Dezrezlegal Full time

**JOB PROFILE**

**Job Title**:Head of Legal Accounts & HOFA

**Department**:Dezrezlegal

**Reporting to**:Legal Director

**Location**:Remote/Swansea Office

**Salary**:£40-£50K depending on experience

**Main Purpose of the Role**

To manage a small team of legal cashiers to deliver essential accounts tasks associated with the running of a busy Conveyancing business. To ensure compliance with the Council of Licensed Conveyancers & SRA Accounts Rules, particularly in relation to the operation of client and office accounts.

**Key Tasks and Responsibilities**
- Principal responsibility for the management of Client & Office Accounts in line with CLC & SRA Accounts Rules. To include:

- the management of client and office accounts and dealing with the separation of client monies;
- production, review and signing off reconciliation statements;
- reporting obligations under the Proceeds of Crime Act 2002 and the Money Laundering Regulations 2007 and the training and supervision of staff in this area;
- billing and credit control; and
- organisation, facilitation, and review of external accountant reports.
- To comply with the Solicitors Accounts Rules and the Council of Licensed Conveyancers Accounts Rules.
- To line-manage and professionally develop a team of legal cashiers to ensure the smooth running of accounts processes within Dezrezlegal.
- The observation of strict credit control in relation to client matters and your employer’s office accounts.
- The identification and collection of client debt.
- The timely checking and sign off client bills and completion statements prior to exchange of contracts.
- The accurate and timely processing of completion bundles.
- Effectively communicating with live team members to facilitate excellent client care during the conveyancing process to include notification of incoming payments.
- Reconciliation of Credit/Debit Card Payments.
- Responsibility for the third-party payment system within the wider team.
- Management and administration of company bank accounts, maintaining effective relationships with our account managers.
- Lender Panel management and administration.
- Annual renewal of PII, PLI, ICO registration, & additional professional registers and insurances.
- Administering Companies House and Land Registry logins.
- To provide regular (ad hoc & scheduled) reporting and analysis to the Directors of Dezrezlegal.
- Regular training of the wider team to ensure accurate client billing and compliance of internal accounts processes, and regulatory requirements.
- The documenting of all key financial processes.
- Tracking and dealing with renewals for services and other partner agreements.
- Purchase ledger control and the processing and settlement of third-party invoices and commissions in a timely manner.
- Cashflow management.
- Management of fixed asset registers, prepayments, and accruals.
- Completion of company VAT returns.
- Administration of Payroll.
- To provide end of month accounts and analysis to the Directors of Dezrezlegal and the Financial Director of Dezrez Services.
- Ensure the accurate and timely completion of the intercompany reconciliation process.
- To assist with Group financial tasks as and when required.

**PERSON SPECIFICATION**

**Job Title**:
Head of Legal Accounts Team & HOFA

**Department**:
Dezrezlegal

**Criteria required for the role.**

**Educational Qualifications**

**Essential**

CIMA/ACA/ACCA Qualified

**OR**

Pass on the CLC Unit Managing Client and Office Accounts

**OR**

Pass on SRA Solicitors Accounts Unit (Level 6)

**Experience**

**Essential**

**If no accounting qualification**:
3 + years’ experience in a busy legal cashier role involving conveyancing transactions

**OR**

**If no legal cashier experience**:
3 + years’ substantial accounting experience

**Desirable**
- Working in a residential conveyancing environment in a legal cashier or accounting capacity.

**Technical Skills**

**Essential**
- Proficient in the use of IT systems and packages to include Office 365 programmes

**Skills and attributes**

**Essential**
- Confident communication skills.
- The ability to build good rapport with a variety of people.
- Practical with excellent organisational skills.
- Excellent attention to detail.
- Positive and enthusiastic personality.
- Customer service orientated with a committed to delivering excellent results

**Desirable**
- Sound conveyancing knowledge

**COMPANY VALUES**

**Company Value**

**How do I demonstrate this**

**We Deliver**

The Dezrezlegal conveyancing team and our customers rely on me to deliver a good service. I take responsibility for providing this through using my experience, skills & opportunities to ensure the job gets done quickly & effectively.

**How do I demonstrate this**

I display strong numeracy and literacy skill.

I demonstrate beneficial PQE (2+ year/s).

I display a commitment to providing quality customer-service, effectively dealing with my colleagues and our customers

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