Description
At EQ Accountants, we believe that at the core of our success is our people. We are more than just a team of financial experts; we are partners in our clients’ journeys. For over 20 years, we have taken pride in championing SMEs, delivering bespoke accounting solutions that drive growth and success for our clients. Our journey from a single office to 11 thriving locations reflects our unwavering commitment to excellence and we are now looking for an Administrator to join us and be part of our exciting growth story.
We are an employer who cares; where individuals are supported to reach their personal and professional goals. We’re committed to continuous learning, providing ongoing training and development opportunities to help you stay ahead of the curve. This includes investing in the latest technology, sharing best practice and creating a One EQ ethos that brings our values to life.
There has never been a more exciting time to join EQ!
Role overview
As Administrator, you will play a key role in ensuring the smooth operation of the firm by providing essential support to EQ employees and clients. This role requires a significant element of technical responsibility outlined in the Technical Responsibilities below. Your ‘go to’ person is the Administration Manager, who will support and challenge you not only to succeed in your role but to realise your potential and career aspirations at EQ.
Key Responsibilities
Admin Responsibilities
* Answering telephone in a professional manner / monitor answer machine
* Client Reception Duties (welcome client at front desk / offer client refreshments, etc)
* Maintaining / allocating e-mails
* Contact clients to make appointments in Partner's diary
* Post office and mail
* Mail redirection
* Clean coffee machine
* E-Mail housekeeping (deleting old e-mails)
* Take out rubbish / recycling
* Processing Square payments by telephone and in person on the iPad in Reception.
* Bank cheques / pay-ins
* Order, maintain correct levels of stationery and cleaning products
* Return of client books & records
* Maintain First Aid Box
* Reconcile / maintain petty cash
* Scanning and save all documents where appropriate
* Transmitting tax returns and updating SA checklist
* Change of address / contact procedures, Outlook, Digita, Co's House, HMRC, file note, etc
* Ensure Client Year End List is updated with any changes (as & when required)
* Dis-engagement checklist
Technical Responsibilities
* Follow up outstanding debtors
* Final Review of Accounts - Principal Checklist, including any follow up action required, etc.
* Prepare dividend documentation (via Digita) and Excel / Digita dividend summary (send to client for e-approval)
* New client checklists, request agent authorisation, professional clearance, UTR'S etc, enter client into PM / Company Secretarial, Form 42 Shareholding
* Sending accounts / SA through Digita for approval
Submit accounts online to both HMRC & Co's House and finalise Checklist.
* Source Tax Overviews from HMRC's Online Service / Tax Computations.
* Check HMRC Online service for clients / Partner
* Companies House all duties as & when, including Form 42 Shareholding and raise invoice.
* Bookkeeping client VAT returns, update ensuring all submitted that month, create invoice where appropriate.
* Ensure all S.455 Tax reclaims and loss carry back claims are processed, call HMRC direct where necessary
* Chase up accounts / SA's to be approved.
* Appeal HMRC CT penalties where appropriate
* Reconcile fees listing monthly (initial reconciliation prior to passing over to PM)
* Request quarterly management reports
* Arrange client pre year-end meetings
* FPSA - all relevant documentation
* Maintaining Mercia website with new clients.
* Monitor progress of striking off applications.
* P11D's - raise invoice as required.
Our Ideal Candidate will be
Organisational Skills: Strong multitasking abilities to manage various tasks efficiently.
Communication Skills: Excellent written and verbal communication skills.
Technical Skills: You'll be able to demonstrate technical knowledge and experience of most duties under Technical Responsibilities. Training is available.
Attention to Detail: Careful and accurate in managing information and handling tasks.
Discretion: Ability to handle sensitive and confidential information.
Prior experience: Experience as an administrative assistant or in a similar role and are familiar with office equipment (e.g. printers, videoconferencing tools).
Industry Knowledge: Knowledge of basic accounting or bookkeeping may be beneficial.
This job description represents a guide to your responsibilities as Administrator; however, you may be asked to take on additional or alternative tasks within your capability from time to time.
Why work for EQ?
We are an employer who cares; where individuals are supported to reach their personal and professional goals. At EQ, you’ll find a supportive environment where your goals are our goals. We’re committed to continuous learning, providing ongoing training and development opportunities to help you stay ahead of the curve. This includes investing in the latest technology, sharing best practice and creating a One EQ ethos that brings our values to life.
With our recent growth, we have been able to deliver Phase Two of our benefits enhancement plan…and we are not stopping there!
When you join EQ you can expect:
* Competitive salary
* 33 days annual leave, with additional leave entitlements after three and five years' service
* Pension (up to 5% employee contribution, matched by EQ)
* Life insurance (4 x annual salary)
* 14 hours paid volunteering time
* Enhanced maternity pay
* Enhanced paternity/partner leave and pay
* Hybrid (one day working from home, following probation)
* Private medical cover (subject to conditions)
* Income protection
* EE Perks
* Continuous training and support
* Excellent work culture with social events throughout the year
If you’re passionate about people, driven by purpose, and excited to grow with a forward-thinking accountancy firm who are With You every step of the way, we’d love to hear from you.