Join to apply for the Client Account Lead role at Monahans, Part of the Sumer Group
14 hours ago Be among the first 25 applicants
Join to apply for the Client Account Lead role at Monahans, Part of the Sumer Group
Description
At Monahans, part of the Sumer Group, we’re looking for a detail-oriented and proactive professional to oversee the day-to-day accounting and bookkeeping operations for our property clients. Acting as the primary point of contact, you’ll work closely with clients and support the bookkeeping team in managing both operating and management companies within client structures. Your input will be key to ensuring the timely and accurate delivery of a range of financial reports, playing a vital role in maintaining the high level of service our clients expect.
Department: Accounting
Location: Chippenham
Description
At Monahans, part of the Sumer Group, we’re looking for a detail-oriented and proactive professional to oversee the day-to-day accounting and bookkeeping operations for our property clients. Acting as the primary point of contact, you’ll work closely with clients and support the bookkeeping team in managing both operating and management companies within client structures. Your input will be key to ensuring the timely and accurate delivery of a range of financial reports, playing a vital role in maintaining the high level of service our clients expect.
Key Responsibilities
* Producing monthly and quarterly management accounts, along with key client reports
* Overseeing bookkeeping processes for both operational and management company structures
* Acting as the main day-to-day contact for clients and their key stakeholders
* Reviewing and approving payment runs, and preparing monthly billing
* Supporting and coaching the bookkeeping team, while working with the Client Portfolio Manager to improve processes
* Helping to integrate digital tools that enhance the delivery of our client service
Skills, Knowledge and Expertise
* AAT qualified (minimum) or qualified by experience, with at least 2 years in a client-facing finance role
* Strong management accounts and bookkeeping experience, ideally within property finance
* Confident using Xero, QuickBooks Online (QBO), and Sage
* Previous experience managing or coaching a small team
* Excellent communication skills – both written and verbal – with a strong customer focus
* Highly organised, able to manage time effectively and meet deadlines while maintaining attention to detail
Benefits
At Monahans, we are dedicated to personal and professional growth, ensuring every team member feels valued and empowered.
We offer an attractive reward and flexible benefits package which you can tailor to suit your needs.
* Flexible working alongside a culture that promotes work life balance
* Commitment to continued learning & development
* Option to purchase a further 5 days holiday
* Life Assurance up to 4x salary and contribution towards the Firm’s pension scheme
* Optional access to our health cash plan (Bupa) day one, where you can claim towards your dental, optical, health and wellbeing expenses
* Access to mental health support
* Employee health and wellbeing program
* Regular social and informal events within the organisation
* A real sense of belonging to an exciting and progressive team who listen to your ideas
Every new team member will experience a full induction and training programme where you will get up to speed on our systems, processes, and ways of working.
Seniority level
* Seniority level
Entry level
Employment type
* Employment type
Full-time
Job function
* Job function
Other
* Industries
Accounting
Referrals increase your chances of interviewing at Monahans, Part of the Sumer Group by 2x
Sign in to set job alerts for “Client Specialist” roles.
Bath, England, United Kingdom 1 month ago
Bristol, England, United Kingdom 1 month ago
Bristol, England, United Kingdom 1 week ago
Bristol, England, United Kingdom 5 days ago
Bristol, England, United Kingdom 3 months ago
Bristol, England, United Kingdom 2 weeks ago
Almondsbury, England, United Kingdom 1 month ago
City Of Bristol, England, United Kingdom 1 day ago
Bristol, England, United Kingdom 4 days ago
Bristol, England, United Kingdom 3 days ago
Client Relationship Executive & Events & Client Success Administrator
City Of Bristol, England, United Kingdom 2 days ago
Bristol, England, United Kingdom 2 days ago
Greater Bristol Area, United Kingdom 2 weeks ago
Stroud, England, United Kingdom 2 weeks ago
Trowbridge, England, United Kingdom 4 weeks ago
Bristol, England, United Kingdom 5 days ago
Bristol, England, United Kingdom 1 month ago
Bath, England, United Kingdom 2 hours ago
City Of Bristol, England, United Kingdom 1 week ago
Bristol, England, United Kingdom 1 month ago
Bath, England, United Kingdom 2 hours ago
Bristol, England, United Kingdom 2 weeks ago
Trowbridge, England, United Kingdom 14 hours ago
Bristol, England, United Kingdom 5 days ago
Bristol, England, United Kingdom 5 days ago
Bath, England, United Kingdom 14 hours ago
Bulford, England, United Kingdom 6 days ago
Bristol, England, United Kingdom 1 day ago
Production Management Assistants - Countryfile
Greater Bristol Area, United Kingdom 22 hours ago
City Of Bristol, England, United Kingdom 1 week ago
Senior Assistant Company Secretary, Global and Europe
Bristol, England, United Kingdom 1 day ago
Bulford, England, United Kingdom 2 hours ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr