Portfolio Accountant

We are looking for a motivated and detail oriented Qualified Accountant or Qualified by Experience (QBE) Accountant to join our growing team in Shrewsbury. This is an excellent opportunity to play a key role in supporting the financial reporting, accounting, and data analysis requirements of our Living Sector and Private Rented Sector (PRS) client portfolio.

As part of this varied role, you will take ownership of the accounting and reporting for a diverse portfolio of clients, while also contributing to a range of project-based assignments and continuous improvement initiatives.

You will join a highly experienced team of 17 finance professionals, bringing together a broad range of expertise and specialisms. Working within a collaborative, multi-disciplinary environment, you will support clients alongside our wider property, planning, rural and minerals teams across the region.

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!

• Preparation of monthly, quarterly & annual financial reports
• Preparation of advanced data analysis reports.
• Preparation of quarterly and annual accounts for external auditors, liaising with them and providing additional information and explanations as required.
• Handling monthly CIS returns for relevant clients. Advising/instruction other team members on the CIS process and ensuring process is followed before new suppliers are added to the system.
• Overseeing the daily management of tenants’ accounts starting with the holding deposit and following the process through to the monthly rent collection. Liaising with the property manager on arrears.
• Overseeing the coding of invoices against budgets, and accuracy of data input on to TRAMPS.
• Liaising with property managers and clients over the preparation of cash flows and budgets and reconciliation thereof
• Onboarding of new clients on to the various systems, documenting processes and ensuring reporting requirements are met.
• Day to day management of our clients including, managing changes in ownership, ad hoc reporting and queries.

To be successful in this role, you will be a Qualified Accountant or Qualified by Experience professional with a strong background in financial accounting and experience of CIS reporting.

• Strong analytical and financial reporting skills.
• Excellent attention to detail and a commitment to producing accurate, high-quality work.
• The confidence to engage directly with clients, presenting financial information clearly and professionally.
• Strong communication skills with the ability to challenge constructively and influence stakeholders when required.
• Excellent organisational and time management skills, with the ability to manage multiple deadlines.
• A proactive and collaborative approach, whilst being equally comfortable working independently.
• Experience of VAT administration and compliance.
• Knowledge of TRAMPS property management software would be advantageous, although not essential.

This is an excellent opportunity to join a collaborative and supportive team, working with a varied client base across a growing Living Sector and PRS portfolio. You'll have the chance to develop your technical expertise, build strong client relationships and contribute to meaningful projects within a respected and forward thinking business.

We offer a highly competitive rewards package including group pension, flexible benefits, referral schemes and generous annual leave.

As an equal opportunity employer, we are dedicated to driving diversity and inclusion in the workplace. Learning and development is important to us; we encourage everyone to continue developing to optimise their performance and fulfil their potential. We have an agile flexible working policy; many of our team work flexibly, we would be happy to talk to you about how this could work for you.

We enjoy what we do, and we do it well, which is why 80% of our business comes from repeat clients.

Since 1855, Carter Jonas has grown to be one of the largest and most respected property consultancies in the UK with a network of 34 offices across England and Wales, employing more than 1,000 partners and employees.

Our tailored service and Simply Better Advice have enabled us to forge lasting, intelligent and trusting partnerships with our…