Job Description
We are seeking an experienced and highly organised professional to provide senior-level support to a Director in managing a diverse portfolio of clients. The role focuses on the efficient delivery of compliance services, maintaining proactive and professional communication with clients, and ensuring workflows are well controlled and organised through the firm’s internal systems.
This position would suit someone with strong experience in personal and corporate tax, excellent deadline management skills, and the ability to thrive in a fast-paced environment. A proactive approach, attention to detail, and strong communication skills are essential.
Key Responsibilities
Client Compliance
* Prepare and submit Self Assessment tax returns for individuals, partnerships, and sole traders
* Assist with the preparation of company accounts and corporation tax returns in line with deadlines
* Prepare and submit P11Ds, VAT, PAYE, and CIS registrations and returns
* Monitor client compliance calendars to ensure deadlines are consistently met
* Keep all client records accurate and up to date across internal systems and portals
Workflow and Organisation
* Maintain oversight of active jobs and submissions using internal tracking tools
* Coordinate with internal team members to support time management, diary planning, and client communication
* Promptly follow up with clients for outstanding records and respond to queries to maintain workflow
* Collaborate with tax, accounts, and administration teams to progress work efficiently
* Provide clear summaries and handovers when tasks require review or input from others
Client Communication and Administration
* Use internal systems to manage tax payment reminders, submission confirmations, and Companies House filings
* Track client responses and ensure efficient follow-up
* Assist in onboarding new clients and setting up appropriate systems and processes
Team and Director Support
* Support the Director by maintaining structure and organisation around deadlines, communications, and priorities
* Proactively highlight upcoming deadlines, risks, or workflow issues
* Assist in preparing information and reports for client meetings
* Act as a consistent and professional point of contact for compliance-related matters
* Maintain accurate records and responsive communication to support the Director’s working style
Requirements
Key Attributes and Skills
* Minimum 2 years’ experience in a UK accountancy practice or tax team, with strong knowledge of Self Assessment, corporation tax, VAT compliance, and accounts preparation
* Minimum: AAT qualified (or qualified by experience with strong compliance and accounts background)
* Preferred: ACA, ACCA, or CTA (qualified or part-qualified)
* Ability to prepare accounts for sole traders, partnerships, and limited companies
* Comfortable managing a varied, deadline-driven workload
* Familiarity with cloud-based accounting platforms (e.g. FreeAgent, Xero, HMRC systems)
* Proficiency in Microsoft Excel, Outlook, and document management tools
* Strong organisational skills and accuracy under pressure
* Clear and professional communication skills, both written and verbal
* Strong team player able to coordinate with administrative and support staff
* Proactive and solutions-focused approach
* High attention to detail and commitment to client service excellence
Benefits
Development and Progression
* Comprehensive training and support to build familiarity with internal systems and procedures
* Opportunities to take on greater responsibility as experience grows
* Regular development reviews to support long-term progression
* Involvement in process improvements and firm development initiatives
* Exposure to a varied and interesting client portfolio
* Flexibility and support to pursue further qualifications
Package:
* Competitive salary range: £40,000 to £55,000.
* Holiday: 25 days + Bank + 1 Christmas
* Quarterly Bonus Scheme up to 10%
* Hybrid working model available: 1 day per week after the probation period.
* Opportunity to work with an exceptional client base and a dynamic team.
* Professional development and growth prospects within the firm.
Please apply for the vacancy or contact Mark Sitton on 01227 533007 / Mark@tpfrecruitment.com for a confidential conversation.
Refer a friend...
We’re keen to remain the leading provider of the best accountancy talent in the South East. We are continually exploring ways to expand our network and we know that great candidates like you can introduce us to other equally brilliant people. We’re looking to work with the best accountancy practice and tax staff in the South East so if your friends, family or colleagues are considering a new opportunity and can demonstrate relevant experience, we'd love to speak to them.
For every candidate you refer and we subsequently place into a permanent position, we will give you £200 of Love2Shop vouchers. (Terms & Conditions apply).
Requirements
• Minimum 2 years' experience in a UK accountancy practice or tax team with a strong knowledge of Self Assessment, corporation tax, VAT compliance and accounts preparation o Minimum: AAT qualified (or qualified by experience with a strong compliance and accounts background) o Preferred: ACA, ACCA or CTA (either qualified or part-qualified) • Demonstrable ability to prepare accounts for sole traders, partnerships and limited companies • Confident managing a varied and deadline driven client base • Familiarity with cloud based tax and accounting platforms (e.g. FreeAgent, Xero, HMRC systems)