Property Portfolio Accountant

3 days ago


Manchester, United Kingdom Austin Fraser Full time
About This Role

We are delighted to be working with one of Manchester's top property management firms, who are seeking a skilled Client Accountant to join their dynamic team.

The primary responsibility of this role is to manage the finances of client monies held on behalf of investors, ensuring the efficient operation of property portfolios.

  • Accurately reconcile service charge income and expenditure.
  • Act as the first point of contact for client queries, providing professional support and advice when needed.
  • Work closely with internal Surveying teams to ensure all client deliverables are met.
  • Maintain and oversee property and lease data within the financial database.
  • Assist with ad-hoc tasks and projects as required.
  • Manage client and property cash flow and funding to ensure smooth financial operations.
  • Conduct annual property service charge reviews, liaising with the Asset Manager and Service Charge Team to ensure all reviews meet best practice guidelines.
  • Ensure compliance with company policies and procedures.
  • Instruct the Treasury department regarding client-related transactions such as the collection of monies, amendments to client accounts, and payment of property-related transactions.

Required Skills:

  1. Strong financial and technical reporting experience within a client service role.
  2. Advanced Excel skills and a solid understanding of financial analysis.
  3. AAT qualified or qualified by experience, with a strong understanding of ledger management.


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