Client Account Lead

Monahans, Part of the Sumer Group; Swindon; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading accounting firm is seeking a proactive Client Account Lead in Swindon to manage day-to-day accounting operations for property clients. This role requires strong client communication skills, detail-oriented bookkeeping experience, and proficiency in accounting software. The firm emphasizes professional growth and offers a flexible benefits package, fostering a collaborative work culture.

Benefits

Flexible working

Continued learning & development

Option to purchase additional holiday

Life Assurance up to 4x salary

Health cash plan access from day one

Mental health support

Employee health and wellbeing program

Social and informal events

Qualifications

• A minimum of 2 years in a client-facing finance role.
• Strong management accounts and bookkeeping experience.
• Confident using Xero, QuickBooks Online, and Sage.

Responsibilities

• Producing monthly and quarterly management accounts.
• Overseeing bookkeeping processes for clients.
• Acting as the main day-to-day contact for clients.

Skills

Management accounts

Bookkeeping

Client communication

Team management

Attention to detail

Education

AAT qualified or equivalent

Tools

Xero

QuickBooks Online

Sage

Job description

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Description

At Monahans, part of the Sumer Group, we’re looking for a detail-oriented and proactive professional to oversee the day-to-day accounting and bookkeeping operations for our property clients. Acting as the primary point of contact, you’ll work closely with clients and support the bookkeeping team in managing both operating and management companies within client structures. Your input will be key to ensuring the timely and accurate delivery of a range of financial reports, playing a vital role in maintaining the high level of service our clients expect.

Department: Accounting

Location: Swindon

Description

At Monahans, part of the Sumer Group, we’re looking for a detail-oriented and proactive professional to oversee the day-to-day accounting and bookkeeping operations for our property clients. Acting as the primary point of contact, you’ll work closely with clients and support the bookkeeping team in managing both operating and management companies within client structures. Your input will be key to ensuring the timely and accurate delivery of a range of financial reports, playing a vital role in maintaining the high level of service our clients expect.

Key Responsibilities

• Producing monthly and quarterly management accounts, along with key client reports
• Overseeing bookkeeping processes for both operational and management company structures
• Acting as the main day-to-day contact for clients and their key stakeholders
• Reviewing and approving payment runs, and preparing monthly billing
• Supporting and coaching the bookkeeping team, while working with the Client Portfolio Manager to improve processes
• Helping to integrate digital tools that enhance the delivery of our client service
  
  

Skills, Knowledge and Expertise

• AAT qualified (minimum) or qualified by experience, with at least 2 years in a client-facing finance role
• Strong management accounts and bookkeeping experience, ideally within property finance
• Confident using Xero, QuickBooks Online (QBO), and Sage
• Previous experience managing or coaching a small team
• Excellent communication skills – both written and verbal – with a strong customer focus
• Highly organised, able to manage time effectively and meet deadlines while maintaining attention to detail
  
  

Benefits

At Monahans, we are dedicated to personal and professional growth, ensuring every team member feels valued and empowered.

We offer an attractive reward and flexible benefits package which you can tailor to suit your needs.

• Flexible working alongside a culture that promotes work life balance
• Commitment to continued learning & development
• Option to purchase a further 5 days holiday
• Life Assurance up to 4x salary and contribution towards the Firm’s pension scheme
• Optional access to our health cash plan (Bupa) day one, where you can claim towards your dental, optical, health and wellbeing expenses
• Access to mental health support
• Employee health and wellbeing program
• Regular social and informal events within the organisation
• A real sense of belonging to an exciting and progressive team who listen to your ideas

Every new team member will experience a full induction and training programme where you will get up to speed on our systems, processes, and ways of working.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Accounting

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