Part Time Tax Client Administrator

Recruiter
AJ Chambers
Location
United Kingdom
Salary
£25,000 pro rata
Posted
05 Oct 2017
Closes
07 Nov 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
A large independent firm based in North London are looking for a part time Tax Client Administrator. The firm have a varied portfolio of clients from most business sectors, including the entertainment industry, property and charity sectors. This is a great opportunity for someone with relevant experience in tax.

The Role

- Assisting the Tax Team with day to day administrative tasks and ad hoc duties
- Assisting with new client set up, including preparing engagement letters and obtaining KYC documents
- Maintaining KYC
- Preparation of forms 64-8, NRLi and other client forms, and drafting letters to clients to send
- Submission of forms 64-8 etc to HMRC
- Requesting online authorisation from HMRC
- Setting up clients on Alphatax
- Preparation of monthly Alphatax reports, new client reports and Tax Return progress reports
- Assisting with the organisation of routine and non-routine client and third-party communications, including mail merges, email merges, letters and emails
- Performing the administrative tasks as required in the tax compliance process including dealing with client correspondence, sending out tax returns and acknowledging data exchange
- Assisting with the billing process
- Assisting with monitoring WIP
- Assisting with managing the Personal Tax client list
- Client database management including data entry and updating client information
- Dealing with incoming client emails and post from clients
- Assisting with the monitoring of incoming HMRC post
- Assisting with client disengagement include sending disengagement letter and final fee note to the clients
- Maintaining a Tax Team training log, organising webinars
- Organising and maintaining diaries and making appointments

The Candidate

- Relevant experience in tax
- Ability to multitask whilst maintaining a high standard of work
- Excellent attention to detail
- Good IT skills

For further information on this Mixed Tax Assistant role, please apply directly or contact Hannah Patmore at AJ Chambers.