Evelyn Partners a top ten UK accountancy and advisory firm. Since 1881, we've worked with our clients to unlock opportunities and navigate the challenges of a changing world. As a trusted partner, we bring clarity to clients with complex requirements, shaping solutions that make a difference. Offering a broad range of services spanning business and private client tax advice, assurance and business services and a suite of advisory and digital services, we work with clients to understand their needs, uncover value and support every stage of business and of life. We believe this is how we can best support our clients' growth.
It's our vision to be the go-to professional services firm for sophisticated businesses and private clients with complex needs and our success hinges on our people. We are a team of highly skilled and passionate professionals, who are empowered to achieve their career aspirations, as we continue to build our business.
It has been announced that the group's professional services business will be re-branded to S&W in Q1 2025.
Job Description
We are seeking a Tax Administrator to provide full administrative support to the Compliance Hub tax team, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to professional standards.
The role offers flexibility around working hours and location for the right candidate.
As a Tax Administrator, your responsibilities will include:
* Work closely with the team to deliver excellent client outcomes.
* Manage the incoming and outgoing post process and upload documents to our document management system.
* Assist in the creation and maintenance of client records on our tax software.
* Support the team in financial management, including raising invoices, and WIP and debtor management.
* Monitor tax return submissions.
* Upload document approvals to our Practice Gateway system.
* Assist in the payment reminder process.
* Responsibility for new client take on, lost client processes, and ongoing AML remediation.
* Administering the HMRC Enquiry Service for clients within the Compliance Hub.
* General administrative support as required, to include mail merges, and ad-hoc projects as they arise.
Qualifications
To be successful in this role, you should:
* Proven experience working in the professional services industry, ideally with a tax background.
* A strong ethic of client service.
* Ability to work under pressure and to prioritise work.
* Excellent communication skills both written and verbal, influencing and organisational skills.
* Ability to use judgement and reasoning to propose solutions to problems.
Additional Information
As a colleague here at Evelyn Partners you will have access to benefits that include:
* Private medical insurance
* Life assurance
* Pension contribution
* Generous holiday package
* Option to purchase additional holiday
* Shared parental leave
* Fully funded training towards professional qualifications
* Cycle to work scheme
* Season ticket loan
* Eye care support
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
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