Senior Associate - Associate Rates Manager

Montagu Evans; City Of London; On-site; GBP 42,000 - 54,000; Full time

Job summary

Montagu Evans is recruiting for a Rates Account Associate in London to join the Rate Management Team. You will support day-to-day business rates administration, client service delivery, liability management and internal reporting.

The role focuses on processing rate demands, monitoring liabilities and maintaining records while ensuring timely, high-quality client service and proactive problem solving.

Qualifications

• At least 5 years experience in business rates or related property finance.
• Understanding of business rates demands, billing authority processes, liability records, reliefs, exemptions, credits and refunds.
• Strong attention to detail, with the ability to review financial and property data accurately.
• Confident communicator, able to deal professionally with clients, billing authorities, subcontractors and internal colleagues.
• Strong organisational skills, with the ability to manage competing deadlines and maintain accurate records across multiple client instructions.
• Good working knowledge of Microsoft Excel, Outlook, Teams and case management systems.
• Ability to identify issues, elevate risks appropriately and follow matters through to conclusion.
• A proactive, collaborative and client-focused approach, with a willingness to learn and contribute to the continued development of the Rate Management Team.

Responsibilities

• Support the delivery of monthly, quarterly and annual KPIs, ensuring deadlines, reporting requirements and agreed service standards are met.
• Process and review business rates and BID demands, ensuring accurate recording of liabilities, reliefs and billing information.
• Liaise with billing authorities on liabilities, rate-related queries, disputes and notices
• Maintain accurate business rates databases, client records and quality control systems, including updating where necessary.
• Assist with funding requests, payment schedules, remittance information, refund tracking and reconciliation exercises to support accurate client payment management.
• Undertake data cleansing, reconciliation and reporting exercises using Microsoft Excel, Teams and internal systems to support accurate client reporting and operational efficiency.
• Provide guidance to junior colleagues on business rates processes, billing authority queries, relief applications, liability issues and problem resolution.
• Contribute to team training, process improvement and monthly and quarterly team meetings, sharing knowledge and helping to maintain consistent standards across the team.
• Help identify savings opportunities, compliance risks, process improvements and value-add services for clients.
• Attend occasional client site visits or meetings where required.

Skills

Attention to detail

Communication

Organisational skills

Microsoft Excel

Client service

Tools

Excel

Outlook

Teams

Case management systems

Job description

Overview

The Firm

Montagu Evans is a UK property consultancy that helps clients unlock value from complexity, because that’s where the most meaningful opportunities live.

Our purpose is to bring clarity, creativity, and conviction to the complex. We are experts who collaborate to create value, not just preserve it and our team is built for impact, not oversight.

We specialise in high-value, complex assets across the property lifecycle, where political, technical or commercial challenges demand a joined-up approach.

Responsibilities

THE TEAM/DEPARTMENT

This role is to sit within our Advisory Department led by Josh Myerson and comprises 4 Teams:

• Valuation, Asset and Investment Advisory
• Development & Strategic Advisory
• Rating Advisory
• Residential Valuation Advisory

Advisory comprises of over 130 experts across all 3 of our national offices.

Advisory benefits from a huge critical mass of expertise and a diversity of experience. Projects can range from:

• placemaking the evolution of our town centres where we advise owners on asset management and repurposing;
• strategic development advice to the public and private sector on delivering their medium to long term objectives;
• minimising the costs of re-development for some of London’s largest developers through rating strategy;
• supporting residential developers value land be that for viability, acquisition or the formation of a new garden town;
• helping the owners and occupiers of major portfolios secure the correct model both operational and financially through strategic thinking and problem solving;
• innovating through valuations of some of the most interesting public and private property portfolios spread across the firms’ key sectors of Town Centres, Healthcare, Housing and London.

Advisory is…

• Extracting and unlocking value
• Interpreting policy to maximise benefits for our clients
• Applying innovative ideas to challenge the status quo
• Counselling clients to achieve their goals and objectives
• Supporting clients critical thinking to improve the performance of their assets
• Simplifying complex problems and creating solutions

ROLE OVERVIEW

A requirement has arisen within the London office for a Rates Account Associate to join the Rate Management Team at Montagu Evans. The role will provide day-to-day support across business rates administration, client service delivery, billing authority liaison, liability management and internal reporting.

The successful candidate will play an important part in ensuring accurate, timely and high-quality delivery for clients. This will include checking and processing rate demands, monitoring liabilities, maintaining records, supporting payment and refund processes, managing correspondence and helping the wider Rating division deliver a proactive and commercially focused service.

RESPONSIBILITIES

• Support the delivery of monthly, quarterly and annual KPIs, ensuring deadlines, reporting requirements and agreed service standards are met.
• Process and review business rates and BID demands, ensuring accurate recording of liabilities, reliefs and billing information.
• Liaise with billing authorities on liabilities, rate-related queries, disputes and notices
• Maintain accurate business rates databases, client records and quality control systems, including updating where necessary.
• Assist with funding requests, payment schedules, remittance information, refund tracking and reconciliation exercises to support accurate client payment management.
• Undertake data cleansing, reconciliation and reporting exercises using Microsoft Excel, Teams and internal systems to support accurate client reporting and operational efficiency.
• Provide guidance to junior colleagues on business rates processes, billing authority queries, relief applications, liability issues and problem resolution.
• Contribute to team training, process improvement and monthly and quarterly team meetings, sharing knowledge and helping to maintain consistent standards across the team.
• Help identify savings opportunities, compliance risks, process improvements and value-add services for clients.
• Attend occasional client site visits or meetings where required.

Qualifications

• At least 5 years experience in business rates, local authority revenues, property administration, client accounting or a related property finance environment would be advantageous.
• An understanding of business rates demands, billing authority processes, liability records, reliefs, exemptions, credits and refunds.
• Strong attention to detail, with the ability to review financial and property data accurately.
• Confident communicator, able to deal professionally with clients, billing authorities, subcontractors and internal colleagues.
• Strong organisational skills, with the ability to manage competing deadlines and maintain accurate records across multiple client instructions.
• Good working knowledge of Microsoft Excel, Outlook, Teams and case management systems.
• Ability to identify issues, elevate risks appropriately and follow matters through to conclusion.
• A proactive, collaborative and client-focused approach, with a willingness to learn and contribute to the continued development of the Rate Management Team.

Montagu Evans are committed to creating a workplace where everyone feels they belong and has access to equitable opportunities and clear pathways to success.

We welcome applications from all backgrounds and experiences and are proud to be an equal opportunities employer, regardless of any characteristic protected by law.

If you require any reasonable adjustments during the recruitment process, please let us know and we will work with you to support your needs where possible.

Recruitment fees are only payable where Montagu Evans' Talent Acquisition team has formally instructed an agency and agreed terms are in place. All CV's must be submitted through our recruitment portal to qualify as an Introduction. Unsolicited or speculative CVs will be treated as non-fee bearing submissions.