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.
1. Clearing SATR Dashboard, track information uploaded and update Practice Management with notes
2. Manage Client folders, download and upload documents to the portal for approval and scanned into Invu
3. Assist clients with portal admin queries, prompting them to approve documents using the reminder facility
4. Tidying portal to include removing old data and getting ready for new year
5. Maintaining database to include up to date email addresses, addresses, contact details etc.
6. Scanning incoming tax records received by post
7. Maintain practice management job stages
8. Preparing tax letters and checklists
9. Maintain SATR letter templates and checklists and ensure all offices are using correct templates
10. Invu Document Management Filing
11. Returning client records to clients
12. Assisting with SATR billing
13. Email and telephone reminders to clients for records and approval of documents
14. Compliance to include engagements letters, ID verification and updating Z10 on PM
15. Assisting with the onboarding of new clients to include data collection, input, compliance
16. Update management on job stage progression and SATR preparation
17. Assist with the VAT MTD sign up process
18. Company Secretarial duties including company formations and submission of confirmation statements
19. Iris Database Maintenance
20. Workflow reporting for Directors and Managers.
I just want to say thank you so much Georgia for all your help with this position you have sent us some great candidates and the Directors are very impressed with Armstrong Knight and your work, if we have any future positions we will be coming straight to you.
Many thanks again for all your hard work.
PA to The Partners
I received a call from Luke after uploading my CV to an online job site, we spoke on the phone and I felt that Luke was very personable and we built a strong rapport which built my trust in him as my consultant. After speaking to him about what job I was looking for and sending him an updated version of my c.v it wasn't long before I received a call from Luke with a job interview. The job was everything I had asked for! Amazingly the day after my interview I was told I had the job. Luke was great at negotiating my Annual pay and working hours. My life has completely transformed in such a short space of time, I love my new job and I also get more time in the evenings with my daughter. I cant thank Luke enough. He still checks in with me regular to make sure i'm doing OK.10/10. Thank you Luke!
Leanne
I would have no hesitation whatosoever in recomending the outstanding service that we have received from Armstrong Knight, whom we have used exclusively for the last two years.
They have demonstrated a thorough understanding of our business and have consistetly found us exceptional staff ,who have proven to be valuable additions to the company.
Group Financial Director-National Property Group
As you are aware in the last 20 months you have been our exclusive supplier of recruitment services and have provided seven new members of staff at senior level or below. Your understanding of our needs and identification of suitable candidates has been impeccable and all of them have been excellent additions to our team, and in that period all have grown as individuals and have contributed positively to our business. We are happy to continue our arrangement and heartily recommend you to others, and will be in contact in the near future.
E B Niman
I just want to say thank you so much Georgia for all your help with this position you have sent us some great candidates and the Directors are very impressed with Armstrong Knight and your work, if we have any future positions we will be coming straight to you.
Many thanks again for all your hard work.
PA to The Partners
I received a call from Luke after uploading my CV to an online job site, we spoke on the phone and I felt that Luke was very personable and we built a strong rapport which built my trust in him as my consultant. After speaking to him about what job I was looking for and sending him an updated version of my c.v it wasn't long before I received a call from Luke with a job interview. The job was everything I had asked for! Amazingly the day after my interview I was told I had the job. Luke was great at negotiating my Annual pay and working hours. My life has completely transformed in such a short space of time, I love my new job and I also get more time in the evenings with my daughter. I cant thank Luke enough. He still checks in with me regular to make sure i'm doing OK.10/10. Thank you Luke!
Leanne #J-18808-Ljbffr