Address
Form of work
SalaryNigel Wright are supporting a well renowned and established Accountancy Practice, located to the west of the city. The Client Secretary role is an integral part of business and we are looking for a candidate who has previous experience of supporting a SME Accountancy practice.
Duties:
- Reception duties including answering telephones and taking care of clients/visitors
- Monitoring database and updating as and when required
- New Client/Ex client - Preparation of New Client set up sheets and on-boarding monitoring of clients.
- Tax Returns - Preparing cover letters for Directors returns
- Bank Audit Letters - request and monitor bank letters for audit purposes prior to year-end.
- Monitor spreadsheet and portal.
- Accounts - Prepare cover letters for accounts going out for signature using Accsend, Email or post
- PAYE - Download reports for all payroll clients and send on monthly basis via email or Accsend
- Direct Debit update letters
- Fee Protection Insurance
- Contractors/building - Dealing with contractors – preparing yearly checks etc.
- Archiving - Electronic and manual to off-site storage. Necessary records.
- Stationery - Check stock and order stationery monthly/printed stationery
- Post - log in and out – distribute to relevant staff.
- General Support to qualified staff.
The Person
Skills/Attributes:
- Previous experience of working with an Accountancy practice
- Excellent communication and organisational skills
- Ability to prioritise workload
- Excellent MS Office skills including Word and Excel.
Next steps
Please contact jo.platt@nigelwright for further details.
