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Client accountant

Shrewsbury
Carter Jonas
Client accountant
Posted: 6h ago
Offer description

We are looking for a qualified or part qualified accountant to join our team in Shrewsbury to complete financial reporting, data analysis and day to day operational activities for our Living Sector and PRS client portfolio.

The role will include accounting for a portfolio of clients as well as processing the day-to-day financial transactions of these clients, taking on one off projects and assisting others as appropriate.

The post holder will be part of team of 17 professionals with a range of specialisms and extensive experience. We are a multi service office, supporting our rural, planning and minerals requirements for our clients across the region.

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! In addition, we welcome applications from those seeking flexible or agile working arrangements and can be discussed at the application stage.

Main tasks:

1. Preparation of monthly, quarterly & annual financial reports
2. Preparation of advanced data analysis reports.
3. Processing daily receipts and purchase invoices
4. Bank reconciliations
5. Processing the receipt of and return of tenants’ deposits
6. Preparation of quarterly and annual accounts for external auditors and liaising with the auditors and providing additional information and explanations as required.
7. Handling monthly CIS returns for relevant clients. Advising/instruction other team members on the CIS process and ensuring process is followed before new suppliers are added to the system.
8. Overseeing the daily management of tenants’ accounts starting with the holding deposit and following the process through to the monthly rent collection. Liaising with the property manager on arrears.

What will it take to be successful?

The successful candidate will be an accountant, either qualified or part‑qualified, with a strong financial accounting background and experience within the property sector. They will demonstrate exceptional attention to detail, consistently meet deadlines, and maintain high standards of data accuracy and KPI achievement. Experience with TRAMPS property management software would be advantageous. The role requires someone who can work both independently and collaboratively, make well‑informed decisions that consider multiple stakeholders, and effectively manage others while building strong working relationships. Strong interpersonal skills are essential, including the ability to communicate accounting matters clearly to non‑finance colleagues, along with a professional manner and a commitment to delivering excellent customer service. All reporting requires an advanced knowledge of Excel, i.e. creating template reports using advanced excel formulas beyond the usual pivot tables and VLOOKUP functionality.

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