Client Accountant

Workman LLP; Swindon; Hybrid; GBP 35,000 - 55,000; Full time

Benefits offered by this job

Hybrid working

Discretionary annual bonus

Healthcare, life insurance & wellness

Long service holidays + birthday off

Gym membership

Cycle to work

Holiday buy/sell

Social events

Referral bonus

Job summary

Workman LLP in Swindon is seeking a Client Accountant to manage client relationships and ensure timely delivery of accurate accounting records for a diverse property portfolio, including commercial, industrial and retail sites.

You will communicate with accounts teams, property managers, tenants and clients to produce precise reports, manage leases and lead junior staff while meeting KPIs and delivering high-quality service.

Qualifications

• High volume processing of financial data
• Strong attention to detail and accuracy
• Ability to communicate with clients and teams

Responsibilities

• Prepare and review monthly and quarterly client reports, including VAT & IPD reporting
• Ensure KPI targets are met and client/company procedures are followed
• Review the work of Assistant Client Accountant and Accounts Administrator
• Train Assistant Client Accountants and Accounts Administrators
• Cash management of client funds and transfers aligned with client requirements
• Manage lease information
• Resolve client and tenant queries
• Lead the Assistant Client Accountant & Accounts Administrators to meet deadlines and KPIs
• Maintain best in class service for all Workman clients

Skills

Attention to detail

Organisational skills

Communication skills

Problem solving

Teamwork

Education

ACCA in progress / AAT qualified

Tools

Microsoft Outlook

Microsoft Excel

Job description

About the role

A Client Accountant who is responsible for the management of client relationships, ensuring the accurate and timely delivery of all reporting and recording of accounting transactions, of diverse property portfolio’s consisting of commercial, industrial & retail properties.

The role will require regular and direct communication with the accounts team, property managers, tenants and our clients to ensure the production of accurate and timely accounting records.

Day to day you’ll

• Preparation and review of monthly and quarterly client reports, including VAT & IPD reporting
• Ensure all client KPI’s have been met, and client/company procedures are followed
• Reviewing Assistant Client Accountant and Accounts Administrator work
• Training of Assistant Client Accountants and Accounts Administrators
• Cash management of client funds ensuring money is transferred in line with client requirements
• Managements of lease information
• Client and Tenant query resolution
• Any other duties that will ensure the smooth running of the accounting department.
• This role will involve leading the Assistant Client Accountant & Accounts Administrators within the team, ensuring that all tasks are completed on time, and to internal and client KPIs to ensure a best in class service is delivered to all Workman clients

What matters most in this role

• Building and maintaining close professional relationships with clients, tenants, and colleagues both within the accounting teams and the wider business is paramount to your success. Using your initiative will be encouraged.
• The role requires a high volume of processing of financial data as well as thorough reviews and reporting of this data to our clients.
• To be successful in this role, you will require a high level of attention to detail, strong organisational, prioritisation and communication skills as well as good team working skills and a desire to learn and develop within your role.

What we expect of you

• A proactive, practical, and positive approach to work is required.
• Excellent and professional communication skills with the ability to build good working relationships with your colleagues, both within accounts and the wider business.
• Studying ACCA, or being AAT qualified is preferred.
• Problem Solving Skills
• IT & Software Skills, particularly Microsoft Outlook and Microsoft Excel

Our core belief

Great Workmanship starts with getting the fundamentals right.

Even though we're in the property business, we're all about the people.

Everything we do is built on collaboration, empowerment, autonomy, and integrity – not just words, but how we actually work.

Why Workman?

• Hybrid working to offer you a great work life balance, with a minimum of three days in the office.
• Core working hours to allow for added flexibility and helps ease your commute to the office.
• Study support
• Discretionary annual bonus and salary reviews.
• Healthcare, life insurance & wellness programme.
• Long service additional holidays, your birthday off and an extra day between Christmas and New Year.
• Lifestyle benefits to suit you: gym membership, cycle to work, buy and sell holiday to name just a few.
• Social events throughout the year including a firm wide Christmas party!
• Generous referral bonus.