Client accounting team leader Full Time

In tandem with another Team Leader, to support the Head of Client Accounting in managing the property management accounts team, ensuring accurate financial reporting, compliance with RICS regulations and client requirements, and delivering exceptional service to internal and external stakeholders.

This role is pivotal in managing complex property portfolios (particularly residential but also commercial, and mixed-use) and delivering accurate, timely financial reporting to clients. You will act as a primary point of contact for accounting matters, ensuring compliance with industry standards and regulatory requirements. You will also lead delivery on specific client portfolios, always seeking to engender a culture of continuous improvement within colleagues and stakeholders.

We are flexible on location, however the role requires travel to our Reading office at least one day a week.

Responsibilities

Portfolio Management

• Working on a specific portfolio of clients, and supporting the wider department as necessary
• Responsible for excellent client service delivery on a major client, with full support from an established team of accountancy staff
• Responsible for oversight and delivery of a set of special projects, with specific goals and roadmaps

Leadership & People Management

• Assist in managing and mentoring the accounts team, fostering a high-performance culture
• Support recruitment, onboarding, and training of team members
• Conduct regular performance reviews and provide coaching for development
• Act as deputy for the Head of Client Accounting when required

Financial Management

• Oversee preparation and review of service charge accounts and reconciliations
• Ensure timely and accurate client reporting and compliance with agreements
• Monitor cash flow, arrears, and client funds compliance

Compliance & RICS Standards

• Ensure all accounting practices adhere to RICS Client Money Handling Rules and industry standards
• Maintain robust internal controls and audit readiness
• Keep up to date with legislative changes affecting property management accounting

Process Improvement

• Identify and implement efficiencies in accounting processes
• Support system upgrades and automation initiatives

Stakeholder Engagement

• Act as a key point of contact for property managers and clients
• Handle complex queries and resolve issues promptly
• Act as the principal contact for clients, surveyors, and internal stakeholders

Financial Reporting

• Prepare and review monthly, quarterly, and annual financial statements (P&L, balance sheet, cash flow)
• Deliver clear, accurate reports within agreed deadlines
• Service Charge Accounting
• Manage service charge budgets and year-end reconciliations in line with RICS and The Property Institute standards

Regulatory Compliance

• Ensure adherence to HMRC requirements, including VAT returns and tax reporting
• Maintain compliance with RICS and industry best practices

Requirements

• Strong knowledge of property management accounting and service charge legislation
• Familiarity with RICS and TPI regulations and compliance requirements
• Experience with property management systems (e.g. Qube, MRI, Tramps). Cluttons principally use TRAMPS
• Excellent leadership and communication skills
• Ability to manage deadlines and multiple priorities
• Experience managing complex portfolios and liaising with multiple stakeholders
• Part-qualified or qualified accountant (and ACCA/CIMA) desirable but not essential

Benefits

• Hybrid working – to give you the flexibility you need
• Holidays: 30 days
• Car allowance
• Private health insurance – family cover
• Enhanced auto enrolment pension scheme – to help you save for the future
• Life assurance – to protect your loved ones should the worst happen
• Interest free season ticket loans
• Cycle to work scheme – discounted bicycles
• Flu and eye care vouchers – to keep you healthy
• Employee Assistance Programme – 24/7 health & wellbeing support
• Help@Hand Remote GP app – to give you and your family access to medical experts quickly
• Platform hosting 1000s of discounts at your favourite retailers, restaurants, supermarkets, leisure & days out venues, gyms and more
• Family & wellbeing policy – including enhanced maternity pay, menopause support, neurodiversity support, carer support, company sick pay and much more

Plus a Flexible benefits policy that allows you to pick and choose additional benefits as below:

• Purchasing up to 5 days additional holiday
• Discounted gym membership
• Discounted dental insurance
• Discounted private medical insurance for family cover
• Discounted critical health insurance and more

We recognise that diversity in all its forms including but not limited to race, gender, age, sexual orientation, disability, and background – enriches our workplace and enhances our ability to serve our clients and community effectively. Our goal is to create a culture where everyone feels empowered to bring their authentic selves to work, knowing their unique perspectives are welcomed and appreciated. We actively seek applicants from all backgrounds and want you to get in touch even if you don’t have all the skills we have asked for – we will support you with the development you need.