Our client is seeking an experienced Secratary / PA for this thriving Chartered Accountants.
Duties include:-
Taking client calls and dealing with requests as appropriate
Taking messages
Phone calls with clients and all other third parties i.e. HMRC etc
Arranging/booking meetings
Letter writing (various)
Raising fees
Posting fees on CCH
Updating various systems/checklists
Assigning work
Keeping track of jobs coming in / completed jobs going out
Organising and prioritising own workload, as well as the directors and assisting the tax manager as and when required
Liaising with HMRC/Banks/CronerTaxwise/clients/staff members/directors etc
Printing/Scanning
Handling, dealing with post and confidential information
Binding accounts
Face to face client contact (as and when applicable)
Filing and keeping files up to date
Running reports (various)
Signable (digital e-signing programme)
Dealing with new client setup procedures - engagement letters and anti-money laundering requests
Dealing with invoice queries
D&B Reports
HMRC Tax Year Overviews
Company Secretarial work on Digita and preparing the appropriate forms
Updating and running reports from Digita
Creating/generating Confirmation Statements/PSC registers
Filing forms and updating details at Companies House
Company formations
IRIS reports – accounts, corporation tax returns, trial balances etc
Filing tax returns on IRIS
Essential knowledge of the follow:
Microsoft Word
Microsoft Excel
Microsoft Outlook
Microsoft Database
Microsoft Powerpoint
Desirable knowledge of the following but not essential:
CCH / IRIS / Digita / Signable (digital e-signing programme)
Must:
The individual must be hardworking, reliable, friendly and have excellent communication and organisation skills. Exceptional typing skills and competence with using common office systems and software. They must have the capability to work under pressure, meet deadlines and have an eye for attention to detail.
We endeavour to reply to all applications, however, if you haven`t heard from us within 7 days, you have been unsuccessful with this particular role. You are very welcome to apply to future advertisements placed by Grafters Recruitment Consultants / Grafters Accountancy Personnel