Workman LLP
Development Plan - Client Accountant
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About the Role
A Client Accountant who is responsible for the management of client relationships, ensuring the accurate and timely delivery of all reporting and recording of accounting transactions, of diverse property portfolios consisting of commercial, industrial, and retail properties.
The role will require regular and direct communication with the accounts team, property managers, tenants, and clients to ensure the production of accurate and timely accounting records. You will work closely with the accounts team for your portfolio of clients as well as the Property Management teams, to provide a best-in-class service to our clients.
What Matters Most in This Role
- Building and maintaining close professional relationships with clients, tenants, and colleagues both within the accounting teams and the wider business is paramount to your success. Using your initiative will be encouraged.
- The role requires a high volume of processing of financial data as well as thorough reviews and reporting of this data to our clients.
- This role will involve leading the Assistant Client Accountant & Accounts Administrators within the team, ensuring that all tasks are completed on time, and to internal and client KPIs to ensure a best-in-class service is delivered to all Workman clients.
- To be successful in this role, you will require a high level of attention to detail, strong organizational, prioritization, and communication skills as well as good team working skills and a desire to learn and develop within your role.
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Other duties will include:
- Preparation and review of monthly and quarterly client reports, including VAT & IPD reporting
- Ensure all client KPIs have been met, and client/company procedures are followed
- Reviewing Assistant Client Accountant and Accounts Administrator work
- Training of Assistant Client Accountants and Accounts Administrators
- Cash management of client funds ensuring money is transferred in line with client requirements
- Management of lease information
- Client and Tenant query resolution
- Any other duties that will ensure the smooth running of the accounting department.
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What We Expect from You
- A proactive, practical, and positive approach to work is required.
- Excellent and professional communication skills with the ability to build good working relationships with colleagues, both within accounts and the wider business.
Preferred Qualifications:
- Studying ACCA, or being AAT qualified is preferred.
Key Skill Requirements:
- Math's & English G.C.S.E 9-4/A-C
- Strong Numeracy & Problem Solving Skills
- IT & Software Skills, particularly Microsoft Outlook and Microsoft Excel
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