Client Accountant

Pinnacle Group; Greater London; On-site; GBP 35,000 - 45,000; Full time

Job summary

A UK housing and neighbourhood services provider is seeking an experienced financial professional for their team. The role involves managing the demand process, preparing year-end accounts, and ensuring compliance with client reporting requirements. Candidates should have an accounting qualification, at least two years of relevant property management experience, and strong communication and numerical skills. The position offers an inclusive work culture and various employee benefits, including flexible working arrangements and health insurance.

Benefits

Maternity/paternity packages

Flexible Working Arrangements

Life Assurance

Enhanced Pension Scheme

Additional Annual Leave

Private Medical Insurance

Cycle to Work Scheme

Employee Assistance Programme

Retail Discounts

Childcare Assistance

Season Ticket Loans

Sick Pay Schemes

Personal Development Plans

Qualifications

• 2 years' experience in a similar role in property management, ideally in the private sector.
• Strong ability to work on own initiative.
• Proven ability to influence and communicate effectively.

Responsibilities

• Manage full demand process, provide budget templates to Estate Managers.
• Ensure all client reporting requirements meet deadlines.
• Prepare service charge year end accounts and submit to accountants.
• Manage monthly expenditure review and correction process.
• Assisting rent increase process for different types.
• Circulate year end accounts to leaseholders within 6 months.
• Check all client bank accounts are fully reconciled.
• Keep up to date accounting records regarding completions.

Skills

Effective communication

Numerical skills

Reporting skills

Customer focused

Team player

Education

Accounting qualification

Tools

Microsoft Office

Job description

Who we are

Pinnacle Group is a leading UK private sector provider of housing and neighbourhood services, managing and maintaining communities where people live, learn, work and play.

We're a people-first organisation with a values driven culture that has remained consistent for thirty years; living through how we treat our employees and our customers.

Who we're looking for

We're looking for someone who, alongside the key criteria below, will sign up to our values of Trust, Respect, Involve, Challenge and Deliver Excellence and will be determined to maintain the confidence of our clients and communities.

Key responsibilities

• Manage full demand process, providing budget template to Estate Managers, uploading budget into MRI Qube system and sending demands on time.
• To ensure that all client reporting requirements are met in line with the relevant deadlines. This is to include providing client with agreed cyclical financial reports, providing relevant information to client to support their VAT reports to HMRC.
• Preparation of service charge year end accounts and submission to the independent accountants. This will include preparation of year end accruals and prepayments schedules; calculation of developer's voids; liaison with the independent accountants, estate manager & client to resolve accounting queries and obtain approval.
• Manage monthly expenditure review and correction process involving respective Property Manager.
• Assisting rent increase process for AST, Affordable Rent and Shared Owners.
• Circulation of the year end accounts to all leaseholders within 6 months of the relevant financial year or the timely issue of section 20b notices.
• To check all client bank accounts within the portfolio are fully reconciled within two weeks of the statements date, to include the resolution of any uncleared items or discrepancies.
• To keep up to date accounting records regarding developer site completions to ensure that all relevant schedules and respective apportionment % are added to Qube system, liaising with Mobilisation team should there be any queries regarding completion information.
• Assisting/performing to any additional ad hoc accounting or administrative tasks as may be necessary from time to time for the department to achieve their objectives.

Key requirements

• An accounting qualification is required
• 2 years' experience in a similar role in property management, ideally in the private sector
• Effective communication and influencing skills; excellent numerical and reporting skills; team player; customer focused; ability to word on own initiative.
• Efficient with Microsoft Office

Our Offer

The more diverse our workforce, the better we can adapt to and reflect the needs of our customers. We welcome applications from all backgrounds - particularly from those who represent the communities we serve.

As a colleague, you will become part of an inclusive culture, where you will have the opportunity to achieve your full potential and enhance your career through learning and development.

We offer a wide range of benefits at Pinnacle Group, dependant on your role or business area, these range from additional leave packages to pension plans and discounts at your favourite retailers

• Maternity/paternity packages
• Flexible Working Arrangements
• Life Assurance
• Enhanced Pension Scheme
• Additional Annual Leave
• Private Medical Insurance
• Cycle to Work Scheme
• Employee Assistance Programme
• Retail Discounts
• Childcare Assistance
• Season Ticket Loans
• Sick Pay Schemes
• Personal Development Plans