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Carter Jonas company logo

Client Accountant

Carter Jonas

Birmingham, England, United Kingdom

Full-time

Accounting / Auditing, Finance / Banking / Insurance

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 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.


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.


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.

About the company

Company websiteReal Estate

Carter Jonas is a leading UK property consultancy working across commercial, residential, rural, planning, development and infrastructure. Our national network of over 1,000 property professionals operating from 34 offices means we can offer both national coverage and unrivalled local expertise.

Our strategic international partnerships enable us to offer our clients exposure across global markets, including our exclusive affiliation with luxury property specialist Christie’s International Real Estate.

We are Investors in People gold awarded (IIP) and an equal opportunities employer.