In a nutshell
This role is perfect for an experienced administrator, who enjoys working in a fast-paced environment.
You’ll be joining an efficient, supportive team whose aim is to deliver outstanding value and effective support to the Private Client Tax team. If you enjoy tackling new challenges, managing multiple tasks, and working with a diverse team, this position will provide you with the perfect opportunity to showcase your skills and grow professionally.
What you'll be doing day to day
1. Draft engagement and dis-engagement letters
2. Manage the ‘Know Your Client’ and Anti-Money Laundering clearance processes and overseeing client data systems
3. Control and monitor various logs and support billing processes
4. Provide support through the HMRC compliance processes, in particular: Filing tax returns with HMRC Collating correspondence packs and issuing to clients via our on-line portal Managing client workflows Trust Registration service in their responsibilities (ie ensuring portfolio holders are meeting filing deadlines for TRS)
5. Assist with departmental projects, team coordination, and workflow
6. Prepare reports, presentation slides, and support business development and marketing initiatives
7. Provide support in team meetings with minute taking
8. Process expenses, booking travel, and arranging accommodations
About you
In addition to your background working as an administrator, your exceptional communication skills, and the ability to adapt to suit the audiences you’ll be supporting, you’ll add value to the team with these skills:
9. Proactive, efficient, organised and comfortable working both independently and as part of a team
10. Strong attention to detail and ownership for the delivery of high-quality work
11. Excellent organisational skills with the ability to use own initiative and have problem-solving skills
12. Effective time management skills and the ability to prioritise work