Position: Accounts Assistant

Location: Hybrid/Kingswood, Surrey

Working Hours: 09:00 – 17:30, Monday – Friday

Salary: £22,000 – £24,000 per annum


About Heritage Management:

Heritage Management Limited was established in 2004 to provide a transparent specialist service for Management Companies, Freeholders and Developers. The Company manages property in Surrey and the surrounding Counties, and our portfolio includes conversions, purpose-built blocks and prestigious private estates including grade I and grade II listed buildings.

All employees are committed to customer service, high service standards and delivering an efficient and reliable service. All Property Managers employed by Heritage are fully qualified through the Institute of Residential Property Management (IRPM) or the Royal Institution of Chartered Surveyors (RICS) or both.

Heritage Management is part of the Trinity Property Group, an Odevo Group Company.



The company offers various benefits, including:

  • 24 days annual leave for work-life balance.
  • Discounts on shopping and services through Perkbox.
  • Employee Assistance Programme for confidential support.
  • Hybrid and flexible work opportunities.
  • Financial support for personal development.
  • Opportunities for career growth.
  • Recognition incentives.
  • Cycle to Work scheme for a healthy lifestyle.
  • Employee Referral Scheme for potential bonuses.


Job Description:

The Accounts Assistant is responsible for ensuring the efficient and effective administration, processing and payment of supplier invoices as well as daily ad hoc tasks.  Key responsibilities and tasks include:

  • Daily bank reconciliations, weekly global reconciliations and investigating any inconsistencies.
  • Supplier ‘set up’ and invoice administration, processing and validation.
  • Effectively dealing with queries and issues from third parties including property owners, clients and other key stakeholders via telephone and email correspondence.
  • Ensuring compliance with industry legislation and best practices.
  • Meeting performance KPIs and targets set by the company.
  • VAT reporting, budgeting, ad hoc reporting, and FTT preparation.
  • Ensuring the delivery of agreed reporting requirements.
  • Attending ad hoc client meetings.


Qualifications and Skills:

Candidates for this position should have the following skills and qualifications:

  • Experience within an accountancy/financial environment, which may include experience gained within a professional accounting practice.
  • Excellent communication skills (oral and written).
  • Client-focused, flexible, organized, self-motivated, and able to work to tight deadlines.
  • Attention to detail.
  • Highly computer literate, including intermediate Microsoft Office skills.


Application Process:

All applicants must be eligible to live and work in the UK without restrictions, and documented evidence of eligibility will be required.

For further information, or to explore more opportunities, you can visit Heritage Management on our website. If you have questions or would like more details, you can contact our recruitment team at 020 7702 0701, quoting the reference number #LI-EJ1.


Salary: £22,000 – £24,000 per annum

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