Client Accountant

Carter Jonas LLP; Birmingham; On-site; GBP 35,000 - 50,000; Full time

Benefits offered by this job

Group pension

Flexible benefits

Cycle to work scheme

Generous annual leave

Job summary

Carter Jonas LLP is seeking an experienced Client Accountant in our Birmingham office to manage a portfolio of client accounts, handle financial transactions, and generate timely reports. The role requires strong reconciliation skills, the ability to process payments to subcontractors under CIS rules, and excellent client communication.

You will work with a team of professionals across departments and participate in ad hoc projects as needed.

Qualifications

• Experience in busy finance environment preferred.
• Experience managing client portfolios and reporting.
• Solid understanding of client money handling and related regulations.

Responsibilities

• 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 to queries and managing shared inboxes
• Preparation of monthly contract accounts and reports
• Carrying out all administrative and ad hoc duties

Skills

CIS deductions

Client accounting

Cash reconciliations

Excel

Client relationships

Tools

Microsoft Office

Job description

We are looking for an experienced Client Accountant to manage financial transactions and reporting for a client portfolio within our Birmingham office. The role will involve managing a portfolio of clients, undertaking ad hoc projects, and supporting colleagues as required. We welcome applications from candidates who are part-qualified, currently studying towards a professional qualification, or nearing qualification. You will have proven experience in applying Construction Industry Scheme (CIS) deductions, processing subcontractor payments, and maintaining CIS compliance across multiple client accounts.

The post holder will be part of team of 8 professionals within the Birmingham office with a range of specialisms and extensive experience, working closely with our wider team based in Shrewsbury. You will join our hub office in Birmingham where you will work alongside over 100 professionals across our main divisions which means there are lots of exciting events going on with various office socials, health & wellbeing and fundraising activities to get involved in.

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!

Responsibilities

• 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
• Preparation of monthly contract accounts and reports
• Carrying out all administrative and ad hoc duties in connection with the role

What will it take to be successful?

Ideally, you will have gained experience within a busy finance environment, either in industry or within a reputable accountancy practice. You will be confident working both independently and as part of a team, with the ability to make sound decisions efficiently and effectively.

You will have experience managing client portfolios, including building and maintaining strong client relationships, and will be comfortable reporting directly to clients. A solid understanding of client money handling and associated regulations is essential, along with the ability to demonstrate a clear understanding of financial processes and controls. Experience of the Construction Industry Scheme (CIS) would be advantageous.

You will possess strong communication skills, a professional approach and excellent time management. High attention to detail and accuracy are essential, along with a proactive, enthusiastic attitude and strong numerical and analytical abilities. Strong interpersonal skills and a willingness to collaborate closely with colleagues across departments are key, as you will play an important role within the wider contract management team. It is also essential that you are highly IT literate, with a thorough understanding of Microsoft Office programmes, particularly Excel.

We offer a highly competitive rewards package including group pension, flexible benefits, referral schemes and generous annual leave.

As an equal opportunity employer, we are dedicated to driving diversity and inclusion in the workplace. Learning and development is important to us; we encourage everyone to continue developing to optimise their performance and fulfil their potential. We have an agile flexible working policy; many of our team work flexibly, we would be happy to talk to you about how this could work for you. We enjoy what we do, and we do it well, which is why 80% of our business comes from repeat clients.