Our Client seeks a Part Time Client Support and Finance Administrator to join the business on a permanent basis. The Part Time Client Support & Finance Administrator will provide support to the team for individual / private client /corporate tax compliance services. Liaising with tax authorities, overseas partner firms and clients on a daily basis.
Duties of the Part Time Client Support and Finance Administrator include:
- To provide full administrative support to the team
- Providing excellent telephone customer service
- Onboarding of clients on to our systems including carrying out AML checks
- To maintain client's data including addresses on Glide, CCH, databases and portals
- Dealing with daily post, scanning and saving and distributing to relevant team member
- Maintaining and reviewing clients online accounts with HMRC
- Maintaining client trackers
- Preparing standard HMRC letters
- Packaging and uploading of tax returns and any other documents to client portals
- To assist with any other administrative and/or client work as and when required
US Tax Administration
- Printing returns and preparing letters/packaging
- New client set
- Updating central workpaper file documents
- Setting up US workpaper PDF files
- Updating US client tracker
- Preparing engagement letters
- Downloading/uploading documents to/from Sharefile
- Providing support to Managers, Senior Managers and Partners as required
Finance Administration
- Administration of Xero
- Raising and issuing invoices/estimates and retainers to clients
- Inputting external adviser/supplier invoices
- Chasing client payments and issuing statements
- Calling clients and assisting with payment instructions
- Depositing client payments into bank
- Maintaining/updating client/supplier details
- Updating responsibility/team classes
- Assisting with Global billing coordination
- Managing client lists, checking client payment status, and updating Glide
- Managing supplier lists**,** checking overseas supplier payment status
- To assist with any other finance, administrative and/or client work as and when required.
This is a p art-time job, 9.30-2.30, 25 hours per week.