Back to search
- First point of contact for all prospect inquiries.
- Identify, introduce, and arrange initial discussions with the appropriate tax lead.
- Weekly follow-up on prospects to ensure a fee quote has been sent and document reasons for lost prospects.
- Raise client engagement/disengagement letters for review by the relevant team member for final approval.
- Assist in the creation, modification, and/or maintenance of client records on Microsoft Access, CCH/Access, eSign/OneClick, Database, and Microsoft Outlook.
- Update the databases with the status of engagement letters.
- Assist the Team with additional ad-hoc duties and projects.
- Demonstrate strong communication skills with the wider team of varying seniority, and externally with clients and contacts.
- Demonstrate the ability to work both independently, as part of a small team, and in a wider group.
- Demonstrate analytical skills concerning problem-solving throughout the day.
- Demonstrate flexibility and adaptability to suit the needs of the business.
- Proven ability to work quickly, under pressure, and to deadlines.
- Demonstrate a high degree of accuracy.
- Demonstrate efficient time-management skills relative to the task at hand.
- Demonstrate flexibility concerning task adjustments throughout the day.
- Proficiency in Microsoft Office suite and general IT knowledge.
