We have an excellent opportunity for an experienced Personal Assistant to join a well-established and highly-regarded accountancy firm based in Harrow, London. The firm has a long-standing reputation for excellence in financial and consultancy services and is looking to appoint a PA to support one of its key Partners. In addition to this 1:1 support, the PA will also assist the wider team with occasional administrative and organisational duties. This is a collaborative team, and requires a PA who is flexible and able to support with a wide range of responsibilities. This role requires exceptional organisational skills, strong communication abilities, and a proactive approach to handling a busy schedule and dynamic workload. The Partner is professional, driven, energetic and has a growing portfolio – he is looking for a self-starting PA to assist him with this increased workload. Usual working hours are from 9am to 5:30pm, with flexibility required at times. There is a competitive salary on offer, as well as a performance bonus.
DUTIES TO INCLUDE
* Extensive diary management for the Partner
* Prepare documents and internal/external communications
* Spreadsheet creation and management using Excel
* Act as a point of contact on behalf of the Partner
* Provide administrative support to the partner and the wider team
* Oversee the partner’s client portfolio to ensure that the firm’s filing obligation for clients are undertaken on a timely basis.
* Undertake fee proposals for new clients and identify selling opportunities.
* Meet prospective clients and also pick up new enquiries that are received.
* Undertake tax planning for both personal and corporate clients.
* Write reports and memos in respect of tax advice that will need to be provided to clients.
* Review business plans and forecasts to support immigration applications.
* Undertaking final review of accounts, and tax returns, and discussing with clients.
* Approving client packs for the secretary to publish to clients.
* Undertaking presentations locally and at international conferences/networking events.
* Provide administrative support to the partner and the wider team
ESSENTIAL CRITERIA
* Minimum of 3 years' experience as a PA in a professional environment (ideally finance or accountancy, but this is not essential)
* Strong verbal and written communication skills
* Ability to undertake work independently and bring new ideas to the practice.
* Fluency in English to mother-tongue level
* Excellent organisational skills and a proactive attitude
* Proficient in Microsoft Office, an expert in Excel
* Additional software required: CCH, SAGE, VT Transaction, Receiptbank, Quickbooks, Xero, CCH
* High level of confidentiality and professionalism
* Hardworking and driven
* Excellent verifiable references
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