The role also consists of liaising with Managers and Directors in all parts of the business to assist with various administration projects and ad hoc work, liaising with finance and operations and generally support our team of busy professionals.
* Clearing SATR Dashboard, track information uploaded and update Practice Management with notes
* Manage Client folders, download and upload documents to the portal for approval and scanned into Invu
* Assist clients with portal admin queries, prompting them to approve documents using the reminder facility
* Tidying portal to include removing old data and getting ready for new year
* Maintaining database to include up to date email addresses, addresses, contact details etc.
* Scanning incoming tax records received by post
* Maintain practice management job stages
* Preparing tax letters and checklists
* Requesting document information
* Maintain SATR letter templates and checklists and ensure all offices are using correct templates
* Invu Document Management Filing
* Returning client records to clients
* Assisting with SATR billing
* Email and telephone reminders to clients for records and approval of documents
* Compliance to include engagements letters, ID verification and updating Z10 on PM
* Assisting with the onboarding of new clients to include data collection, input, compliance
* Update management on job stage progression and SATR preparation
* Assist with the VAT MTD sign up process
* Company Secretarial duties including company formations and submission of confirmation statements
* Iris Database Maintenance
* Workflow reporting for Directors and Managers.