Practice Administrator

Practice Administrator

[Employer hidden — view at passion-project.co.uk] are the largest network of accountants, currently working from over 300 locations throughout the UK. We are a Times top 25 accountancy company which is owned by the franchisees and managers.

We focus our accountancy skills specifically on small business and individual taxpayers to over 80,000 clients. We specialise in providing accountancy services, tax returns, payroll, bookkeeping, tax savings, and tax advice to our clients - Sole Traders, Partnerships, Limited Companies and Personal Taxpayers. We have established processes in place, along with access to excellent ongoing training and technical support in all aspects of the role. We focus on utilising technology and enjoy using cutting edge apps and cloud-based software to better service our clients.

We are looking for a Practice Administrator to join our expanding accountancy practice located in Bourton on the Water. Our work is varied and interesting and we provide a friendly, flexible, and proactive all year-round service to small businesses and individuals in the local area.

THE ROLE

The key duties of this role are as follows:

• Answer all telephone calls and reception enquiries in a timely, courteous and efficient manner
• Communicate in writing and verbally with clients in both response to queries and initiating requests for information and meeting arrangements
• Manage, organise and update relevant data using database applications
• Document management, both physical and digital (Filing, Scanning, recording etc)
• Clerical processes for Client appointment lifecycle (Terms of Engagement, Onboarding, Review, Closure)
• Bookkeeping support
• Preparation of documents in support of compliance processes
• Ad-hoc administration duties in support of development projects

IDEAL CANDIDATE EXPERIENCE REQUIREMENTS:

• Experience of undertaking administrative tasks within an office environment (1 year plus)
• A high level of IT skills – Microsoft packages, CRM’s, AI etc
• Excellent communication skills
• Self-motivated and able to work to deadlines
• An interest in the Accountancy / Tax sector would be advantageous
• Knowledge of running a business either Sole Trade or Company would also be advantageous
• Flexible and accommodating of changing needs of the business

You must have a “can do” attitude and be able to work independently with appropriate support. You should be proactive, with a problem-solving attitude. You will be confident in engaging with clients to build a rapport and offer solutions and direction.

SALARY AND BENEFITS

• Full Time Salary £28k - £32k depending on experience
• Holiday: 28 days inc bank holidays
• Fantastic training opportunities through our academy
• Study support for suitable candidates
• Employee assistance programme - Health Assured

If you are interested in applying for this position, we would love to hear from you. Please email your completed CV and Covering letter to [contact hidden]