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Client service administrator

Guildford
Permanent
Page Personnel
Client service administrator
Posted: 25 July
Offer description

1. Paying Up To £29,000
2. Immediate start / Office Based

About Our Client

My client based in Guildford global front runner in mobility tax services, seamlessly providing solutions across multiple jurisdictions. Our unwavering dedication lies in providing dynamic and tailored solutions for small businesses, multinational corporations, and discerning private clients, irrespective of where they are based.

Job Description

3. Monitor and manage clients' online HMRC accounts.
4. Maintain and update client tracking systems.
5. Draft standard correspondence to HMRC.
6. Prepare and upload tax returns and other relevant documents to client portals.
7. Support additional administrative or client-related tasks as needed.
8. Print tax returns and prepare associated correspondence and packaging.
9. Set up new client profiles and records.
10. Maintain and update central workpaper files and documentation.
11. Create and manage PDF workpaper files for US clients.
12. Keep US client trackers current and accurate.
13. Draft and issue engagement letters.
14. Upload and download documents via ShareFile.
15. Provide administrative support to Managers, Senior Managers, and Partners as required.

The Successful Applicant

The successful candidate will have previous experience with the above.

What's on Offer

16. Holiday Pay
17. Nest Pension
18. Bupa Healthcare
19. Private Healthcare

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