Senior Administrator - Hybrid

London Permanent £30,000 - £40,000 per year
  • Excellent hybrid role based 2 days a week in Canary Warf
  • Perfect for an experienced Administrator with a background in Finance & Tax

About Our Client

"We provide a full range of audit, accountancy, tax and advisory services, and are experts at simplifying complexity. We are particularly well-known for working with complex clients with challenging issues in fast-moving and highly technical areas, such as the insurance industry, the global capital markets and the not for profit sector. Our aim is to understand people, the organisations they run, and what matters to them, so we can simplify complexity and help them achieve their ambitions.

Introduction to the Division: Tax

Our tax service line covers five key areas: Corporate Tax, Human Capital, Indirect Tax, Private Clients and Tax Disputes. The team has grown significantly in recent years and has ambitious plans for the future.

We work across all sectors, with specialisms in insurance, property, technology, international businesses, high net worth individuals and globally mobile individuals."

Job Description

Duties and responsibilities

  • Onboarding of clients to tax team -
    • Completion of Know Your Client (KYC) forms - from advising on requirements, meeting/confirming ID of clients to ensuring client code is issued, including completion of checks on KYC6 & Companies House, using Acuris Risk Intelligence (ARI) to identify Politically Exposed Persons, Sanctions and Anti-Money Laundering (AML) data for due diligence and risk compliance, Trend ID3 Global and GBG ID scan.
    • Monitoring and completion of periodic renewal of KYCs as required, requesting valid/up-to-date documentations from the clients.
  • Preparation of PowerPoint slides and images for presentations and proposals
  • Assistance with billing as required - including creating bills, writing off time, etc
  • Preparation of Letters of Engagement, requesting of professional clearance, disengagement letters, Form 64s, mail merges, etc
  • Logging, distribution and/or processing of cheques in the Tax Team
  • Admin support for the VAT partner including expenses, travel, etc., as required.
  • Coordination and completion of print and post requests
  • Request and return of files from Archiving
  • CCH database admin - including allocation updates, reports, etc
  • Ensuring bills are chased and sent out to clients.
  • Maintaining No Longer Acting (NLA) data and ensuring actioned and updated, including preparation of 64-8, SA1 forms and no longer acting letters to HMRC.
  • Maintaining HMRC user access for team.
  • Logging and updating all registers relevant to Maintaining HMRC enquiry/penalty lists.
  • Identification and distribution of scanned mail via Virtual Cabinet.
  • Filing and distribution of physical mail/post.
  • Provide occasional holiday and sickness cover for reception as required.
  • Prepare Self-Assessment Tax Return Questionnaires and letters for clients.
  • Tagging of accounts in CaseWare and assisting with AlphaTag conversion into iXBRL during busy times/as required, including test submission to HMRC.
  • Maintenance of New Client Tracker for corporate tax compliance purposes, etc

The Successful Applicant

Person Specification

  • 5+ years of previous direct experience in a similar role
  • Previous professional services sector experience is ideal
  • GCSE passes in Maths and English, or equivalent
  • A to C passes in A-Levels, or equivalent
  • EXCELLENT written English
  • Proficient in Microsoft Outlook, Word and Excel. PowerPoint and Visio skills are required.

What's on Offer

A competitive base salary up to 40k and excellent benefits from day 1.

  • flexible, hybrid working
  • private medical
  • life assurance
  • buy and sell holiday
  • season loan
  • bike4work
  • gym discounts
  • employee assistance programmes
  • Mental Health First Aiders
Georgie Innalls
Quote job ref
Phone number
+44 207 269 2237

Job summary

Job function
Business Support
Sub Sector
Business Services
Contract type
Consultant name
Georgie Innalls
Consultant phone
+44 207 269 2237
Job reference