Client Account Lead

At Monahans, part of the Sumer Group, we’re looking for a detail-oriented and proactive professional to oversee the day-to-day accounting and bookkeeping operations for our property clients. Acting as the primary point of contact, you’ll work closely with clients and support the bookkeeping team in managing both operating and management companies within client structures. Your input will be key to ensuring the timely and accurate delivery of a range of financial reports, playing a vital role in maintaining the high level of service our clients expect.

Department Accounting Employment Type Permanent Location Bath Workplace type Onsite Reporting To

Key Responsibilities

• Producing monthly and quarterly management accounts, along with key client reports
• Overseeing bookkeeping processes for both operational and management company structures
• Acting as the main day-to-day contact for clients and their key stakeholders
• Reviewing and approving payment runs, and preparing monthly billing
• Supporting and coaching the bookkeeping team, while working with the Client Portfolio Manager to improve processes
• Helping to integrate digital tools that enhance the delivery of our client service
  
  

Skills, Knowledge and Expertise

• AAT qualified (minimum) or qualified by experience, with at least 2 years in a client-facing finance role
• Strong management accounts and bookkeeping experience, ideally within property finance
• Confident using Xero, QuickBooks Online (QBO), and Sage
• Previous experience managing or coaching a small team
• Excellent communication skills – both written and verbal – with a strong customer focus
• Highly organised, able to manage time effectively and meet deadlines while maintaining attention to detail
  
  

Benefits

At Monahans, we are dedicated to personal and professional growth, ensuring every team member feels valued and empowered.

We offer an attractive reward and flexible benefits package which you can tailor to suit your needs.

• Flexible working alongside a culture that promotes work life balance
• Commitment to continued learning & development
• Option to purchase a further 5 days holiday
• Life Assurance up to 4x salary and contribution towards the Firm’s pension scheme
• Optional access to our health cash plan (Bupa) day one, where you can claim towards your dental, optical, health and wellbeing expenses
• Access to mental health support
• Employee health and wellbeing program
• Regular social and informal events within the organisation
• A real sense of belonging to an exciting and progressive team who listen to your ideas
  
  

Every new team member will experience a full induction and training programme where you will get up to speed on our systems, processes, and ways of working.

About Monahans

Monahans is now part of the Sumer Group, a top 20 accounting firm in the UK. Since joining over 18 months ago, we've doubled in size, and our growth trajectory shows no signs of slowing. As part of this dynamic group, we benefit from increased resources, enhanced opportunities, and a forward-thinking approach to client service. For you, this means unrivalled career progression and the chance to be part of something truly transformative.

With over 120 years of heritage and a network of offices across the South West, Monahans combines traditional values with innovative thinking to help businesses thrive. We pride ourselves on fostering a supportive environment where professional growth and work-life balance go hand in hand.

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