Trinity Estates
Client Support Accountant
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CLIENT SUPPORT ACCOUNTANT
Hillcrest Estate Management
Competitive
Office Based - Head Office - Hillcrest - 5 Grove Road, Redland, Bristol, BS6 6UJ
Role Overview
You will be a trusted partner to our property managers and clients, ensuring estates are financially well run, transparent and compliant. Blending your accounting expertise with a service mindset, you will manage client money, service charge budgets and reporting with accuracy and care.
In this role you will safeguard the financial health of a varied portfolio, resolve queries promptly, and communicate clearly with internal teams, suppliers and residents. Your professionalism and attention to detail will help developments run smoothly and give stakeholders confidence in the numbers.
ROLE EXPECTATIONS
Most days you will be preparing, reconciling and reporting on client and service charge accounts, supporting property managers with timely, accurate financial insight. You will handle queries, chase information, liaise with suppliers, and keep systems and records up to date. Expect a blend of focused accounting work and collaborative problem-solving with your colleagues.
What Success Looks Like
- Service charge accounts, budgets and year-end packs delivered on time and right first time.
- Clean reconciliations with minimal aged items and swift resolution of discrepancies.
- Clear, proactive communication that builds trust with clients, residents and suppliers.
- Helpful insight for property managers that informs decisions and improves estate performance.
- Well-organised workload with deadlines met and priorities managed calmly.
- Continuous improvements identified and implemented to streamline processes and controls.
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How You'll Spend Most Of Your Time
- Preparing and reconciling client bank accounts and service charge funds.
- Producing, reviewing and updating service charge budgets and forecasts.
- Creating year-end statements, audit files and supporting documentation.
- Investigating variances, resolving queries and posting journals and accruals.
- Managing supplier invoices, payments and allocations in line with controls.
- Preparing regular financial reports and communicating outcomes to stakeholders.
Who This Role Is For
- You take ownership, thrive on accuracy and enjoy making complex information clear.
- You balance a client-service mindset with strong financial discipline and controls.
- You’re organised, deadline-driven and comfortable juggling a busy, varied workload.
- You communicate confidently, build positive relationships and collaborate well across teams.
- You are curious, practical and keen to improve how things are done.
Experience That Helps
- Experience in client accounting within property, housing or a similar multi-site environment.
- Working knowledge of the service charge lifecycle, from budgeting to year-end.
- Strong reconciliations background, with good Excel skills and comfort with finance systems.
- Exposure to audit preparation, VAT considerations and supplier payment processes.
- Handling finance queries from multiple stakeholders and resolving them quickly.
What We Offer
- Competitive salary, aligned to experience
- Car allowance for field-based roles (London and Essex)
- 25 days holiday plus bank holidays
- Pension scheme
- Perkbox membership with discounts across retail, travel and entertainment
- Fully funded training and professional development, including paid study leave
- Employee referral scheme
- Annual salary review
- Free eye tests and Cycle to Work scheme
- Long service award
- Support for Army Reserve training
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About Hillcrest Estate Management
Hillcrest Estate Management supports residential developments across the South West from our Bristol base.
Working across a range of estates, our team manages everything from service charge budgets and compliance through to maintenance and resident engagement, ensuring developments are well run and consistently maintained.
For those joining the business, we offer the opportunity to manage a varied portfolio within a supportive team, where there is structure in place but also the flexibility to manage your role effectively.
As part of a wider national group, Hillcrest combines the feel of a local business with the stability and opportunity of a growing organisation.
How We Hire
- Initial conversation with our talent team
- Interview focused on your client accounting expertise, service charge knowledge, problem-solving, prioritisation and communication skills
We aim to complete the process within two to three weeks and communicate clearly throughout.
INTERESTED?
Apply with your CV.
All applicants must be eligible to live and work in the UK. Documentary evidence of eligibility will be required.
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