Job Description

Hours: 22 - 30 hours per week

The Candidate:

Must have at least 3-5 years of accountancy practice based experience Previous experience of managing a portfolio of clients preferred Professional and friendly manner with good communication skills

The key duties of the post are as follows:

Customer Service & Client Management

Manage and streamline the onboarding process, ensuring all documentation and compliance requirements are met. Provide excellent face to face customer service and through email, phone & CRM systems Follow up with new prospects / clients Prepare engagement letters, agreements & proposals Submit Confirmation Statements to Companies House

Organisational Support

Supporting continuous development of administrative systems/processes to drive efficiencies and automate where possible Manage principle accountants' emails, prioritising messages and responding to client queries in a professional manner. Oversee the director's calendar, scheduling appointments and ensuring efficient time management. Respond to basic client queries, including financial; providing accurate and timely information. Maintain and organise client records, files, and documentation in a consistent and universal format. Support workflow management across the team, ensuring tasks are assigned, tracked, and completed on time via our client portal. Creation of workflows

General Support:

Provide ad hoc administrative support and assistance with special projects as needed. Liaise with clients and team members to facilitate smooth communication and task completion. Other business ad-hoc duties as requested Preparation of VAT returns and ad-hoc bookkeeping Proficient in using cloud technology; Communicate and liaise verbally and in writing between clients/visitors/enquirers and staff and interpret and respond clearly and effectively to spoken requests over the phone or in person, and to verbal or written instructions Manage, organise and update relevant data using database applications Establish and maintain effective working relationships with co-workers, supervisors and the general public Maintain regular consistent and professional attendance, punctuality, personal appearance and adherence to relevant health and safety procedures Adhere to procedures relating to the proper use and care of equipment and materials for which the role has responsibility
You must have good people skills, be highly organised and be able to work unsupervised to strict deadlines. You must have a good command of the English language (both spoken and written) as the job involves some writing of technical emails to the clients.

Job Type: Part-time

Pay: 15.00-20.00 per hour

Expected hours: 22.5 per week

Experience:

UK based Accountancy Firm: 2 years (required)
Work Location: In person