Carter Jonas
Client Accountant
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Client Accountant
We are looking for an experienced Client Accountant to manage financial transactions and reporting for a client portfolio within our Birmingham office. The role will involve managing a portfolio of clients, undertaking ad hoc projects, and supporting colleagues as required. We welcome applications from candidates who are part-qualified, currently studying towards a professional qualification, or nearing qualification. You will have proven experience in applying Construction Industry Scheme (CIS) deductions, processing subcontractor payments, and maintaining CIS compliance across multiple client accounts.
The post holder will be part of a team of 8 professionals within the Birmingham office with a range of specialisms and extensive experience, working closely with our wider team based in Shrewsbury. You will join our hub office in Birmingham where you will work alongside over 100 professionals across our main divisions which means there are lots of exciting events going on with various office socials, health & wellbeing and fundraising activities to get involved in.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
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!
Main tasks
- Managing day-to-day operations of clients’ financial transactions
- Performing regular and robust reconciliations of client funds
- Creating payment runs in accordance with strict contract rules and deadlines
- Allocating cash received from tenants
- Responding in a timely and professional manner to both internal and external queries; managing shared inboxes
- Preparation of monthly contract accounts and reports
- Carrying out all administrative and ad hoc duties in connection with the role
What will it take to be successful?
Ideally, you will have gained experience within a busy finance environment, either in industry or within a reputable accountancy practice. You will be confident working both independently and as part of a team, with the ability to make sound decisions efficiently and effectively.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
You will have experience managing client portfolios, including building and maintaining strong client relationships, and will be comfortable reporting directly to clients. A solid understanding of client money handling and associated regulations is essential, along with the ability to demonstrate a clear understanding of financial processes and controls. Experience of the Construction Industry Scheme (CIS) would be advantageous.
You will possess strong communication skills, a professional approach and excellent time management. High attention to detail and accuracy are essential, along with a proactive, enthusiastic attitude and strong numerical and analytical abilities. Strong interpersonal skills and a willingness to collaborate closely with colleagues across departments are key, as you will play an important role within the wider contract management team. It is also essential that you are highly IT literate, with a thorough understanding of Microsoft Office programmes, particularly Excel.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills