Description
Looking for a client administrator to join a financial services company.
5 days in the office, MON-FRI.
Client Details
My client based in Guildford global front runner in mobility tax services, seamlessly providing solutions across multiple jurisdictions. Our unwavering dedication lies in providing dynamic and tailored solutions for small businesses, multinational corporations, and discerning private clients, irrespective of where they are based.
Description
Monitor and manage clients’ online HMRC accounts.
Maintain and update client tracking systems.
Draft standard correspondence to HMRC.
Prepare and upload tax returns and other relevant documents to client portals.
Support additional administrative or client-related tasks as needed.
Print tax returns and prepare associated correspondence and packaging.
Set up new client profiles and records.
Maintain and update central workpaper files and documentation.
Create and manage PDF workpaper files for US clients.
Keep US client trackers current and accurate.
Draft and issue engagement letters.
Upload and download documents via ShareFile.
Provide administrative support to Managers, Senior Managers, and Partners as required.Profile
The successful candidate will have previous experience with the above.
Job Offer
Holiday Pay
Nest Pension
Bupa Healthcare
Private Healthcare