Rates Account Associate, Property Advisory

Montagu Evans; Greater London; On-site; GBP 42,000 - 63,000; Full time

Job summary

Montagu Evans in London is seeking a Rates Account Associate to join the Rate Management Team. You will support day-to-day business rates administration, liaise with billing authorities, and help with liability management and internal reporting.

The role emphasizes accurate data handling, timely processing of rate demands, and proactive client service for the firm’s advisory division. You will work closely with colleagues to improve efficiency and deliver high-quality outcomes.

Qualifications

• 5+ years experience in business rates or related property finance environment would be advantageous.
• Understanding of business rates demands, billing authority processes, liability records, reliefs, exemptions, credits and refunds.
• Strong attention to detail with ability to review financial and property data accurately.
• Confident communicator able to deal professionally with clients, billing authorities and internal colleagues.
• Strong organisational skills to manage competing deadlines and maintain accurate records across multiple client instructions.

Responsibilities

• Support the delivery of monthly, quarterly and annual KPIs, ensuring deadlines and service standards are met.
• Process and review business rates and BID demands with accurate liability and relief data.
• Liaise with billing authorities on liabilities, queries, disputes and notices.
• Maintain accurate business rates databases and client records.
• Assist with funding requests, payment schedules, remittance information and refunds tracking.
• Data cleansing, reconciliation and reporting using Excel, Teams and internal systems.
• Provide guidance to junior colleagues on rates processes and queries.
• Contribute to team training, process improvements and meetings to maintain standards.
• Attend occasional client site visits or meetings when required.

Skills

Attention to detail

Client communication

Time management

Collaboration

Tools

Microsoft Excel

Microsoft Outlook

Microsoft Teams

Case management systems

Job description

Montagu Evans in London is seeking a Rates Account Associate to join the Rate Management Team. You will support day-to-day business rates administration, liaise with billing authorities, and help with liability management and internal reporting.

The role emphasizes accurate data handling, timely processing of rate demands, and proactive client service for the firm’s advisory division. You will work closely with colleagues to improve efficiency and deliver high-quality outcomes.