Engagement Letters

• Prepare engagement letters based on partner and manager instructions, ensuring clarity and professionalism.
• Update job records and client files throughout the process, maintaining accurate records.
• Save completed and signed engagement letters appropriately to ensure easy access.

Tax & Client Administration

• Update records following the submission of Self-Assessment Tax Returns, ensuring accuracy.
• Prepare and issue signed tax return documentation as required.
• Maintain client deadline lists, checklists, and job records diligently.
• Assist with Corporation Tax payment reminders and account filing deadlines, liaising with clients when necessary.

Companies House Administration

• Monitor Confirmation Statement deadlines and flag actions required proactively.
• Prepare, track, and file relevant documentation, ensuring compliance.
• Liaise with managers and partners regarding amendments and approvals, maintaining clear communication.
• Update job records and tracking sheets, accurately recording time as required.

Fees & Client Payments

• Produce and send VAT receipts for Direct Debit and Standing Order payments efficiently.
• Process VAT receipts received by email or client portals, maintaining accurate records.
• Ensure accurate records of fees, payments, and client information are kept up to date.

Ideal Candidate

The successful candidate will demonstrate:

• Strong organizational and communication skills.
• A keen eye for detail and the ability to multitask effectively.
• Proficiency in Microsoft Office / IRIS and experience with office administration.
• A friendly and professional demeanor, with a passion for customer service, happy to be based on a reception as well as support 2 Partners within the team.

How to Apply

To apply, please submit your CV and a cover letter detailing your relevant experience. This role is being managed by Debbie Foster - Office Angels - (phone number removed).

Company Information

We use generative AI tools to support our candidate screening process. This helps us ensure fair, consistent, and efficient experience for all applicants. Rest assured, all final decisions are made by our hiring team, and your application will be reviewed with care and attention.

Office Angels is an employment agency. We are an equal opportunities employer who put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. We do this by showcasing their talents, skills and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.