Tax Administrator & Secretary

From £25,000 to £25,000 per annum
21 Apr 2017
21 May 2017
Contract Type
Full Time
Our client is a rapidly expending and successful accountancy firm based in Bank, City of London is looking for a Tax Administrator & Secretary to join their team on a maternity cover until the end of August 2017. We are looking for a candidate to start ideally beginning of May, making it a 3 month contract.

Main duties:

• When required devise and maintain office systems, including data management and filing;
• Screen phone calls, enquiries and requests, and handling them when appropriate;
• Organise and maintain diaries and make appointments;
• Deal with incoming emails, faxes and post, you may be required to correspond on behalf of the Partner or Manager;
• Carry out background research and present findings;
• Produce documents, briefing papers, reports and presentations;
• Organise and attend meetings, when required to take minutes and circulate as necessary
• Liaise with clients, suppliers and other staff.
• Transcribing tapes- letters, email memos etc.
• Creating fee notes, credit notes and letters sending them out
• Taking messages by phone when partners and managers is unavailable 
• Making drinks for meetings where required 
• Helping out when the other secretaries are overloaded/sick/annual leave.

• Letters and emails to HMRC and clients
• HMRC letters regarding clients - can be regarding various matters 
• Scanning tax related documentation onto system
• Tax Return chaser and follow up emails (emailing every client)
• Prepare and manage monthly excel CT Pay & CT New file reports and other documentation.
• Assist staff with revenue forms and returns
• Assist with submitting tax submissions
• Request authorisation codes from HMRC and authorise
• Update government gateway
• Acting as point of contact when staff are not in the office 
• Maintaining the course notes library or just a general library of the reference books we have dotted around in various individual’s offices
• Archive files for team
• Retrieve files form archive
• Return client files when necessary
• Type schedules and various documents
• Coordinate team meetings, attend and take minutes where require
• Final letters and accounts to clients - 1 hr, includes binding accounts, drafting, printing on letterhead, getting signature from partner
• Filing emails where required
• Uploading emails and printing off attachments (as requested)
• Typing emails and sending them as instructed (as requested)
• Printing necessary documentation ready for client meetings Requesting money laundering documentation from clients and filling in part of the money laundering form for the partner.
• Requesting money laundering documentation from clients and filling in part of the money laundering form for the partner.
• Completing money laundering forms, scanning and attaching ID Documents.
• Scanning documents/letters for partners and managers
• Scanning and informing finance of sent/returned engagement letters
• Generating engagement letters using Logical office
- Creating letters using letter template in Logical Office
- Saving it on to CCH Document management
- Formatting the letter
- Scan Engagement Letters once signed and returned by clients.

• Finance duties:
- Bank statement reconciliation
- Update posting of income spreadsheet.

• Client/Trust Banking and Accounts: 
- arranging transfers.
- maintaining internal / external transfer list.
- preparing letters and facsimiles to bank.
- handling incoming cheques.
- writing and depositing cheques.

Not the right role for you? If you know someone who is, why not recommend them to us!

You could receive between £100-£250 worth of vouchers upon a successful placement on a permanent basis. (Salary dependent)

Please note, due to the volume of responses we receive, if you do not hear from us within 14 days, then on this occasion your CV was unsuccessful.