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- 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. Â
- 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. Â 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.
- 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.
