Part Time Client Support Administrator

Our Client seeks a Part Time Client Support Administrator to join the business on a permanent basis. The Part Time Client Support Administrator will provide support to the team for individual / private client /corporate tax compliance services. Liaising with tax authorities, overseas partner firms and clients on a daily basis. This role would suit a candidates who has worked as a Personal Assistant.
Duties of the Part Time Client Support Administrator include:To provide full administrative support to the teamProviding excellent telephone customer serviceOnboarding of clients on to our systems including carrying out AML checksTo maintain client’s data including addresses on Glide, CCH, databases and portalsDealing with daily post, scanning and saving and distributing to relevant team memberMaintaining and reviewing clients online accounts with HMRCMaintaining client trackersPreparing standard HMRC lettersPackaging and uploading of tax returns and any other documents to client portalsTo assist with any other administrative and/or client work as and when requiredUS Tax AdministrationPrinting returns and preparing letters/packagingNew client set up.Updating central workpaper file documentsSetting up US workpaper PDF filesUpdating US client trackerPreparing engagement lettersDownloading/uploading documents to/from SharefileProviding support to Managers, Senior Managers and Partners as required Finance AdministrationRaising and issuing invoices/estimates and retainers to clientsInputting external adviser/supplier invoicesChasing client payments and issuing statementsCalling clients and assisting with payment instructionsDepositing client payments into bankMaintaining/updating client/supplier detailsUpdating responsibility/team classesAssisting with Global billing coordinationManaging client lists, checking client payment status, and updating GlideManaging supplier lists, checking overseas supplier payment statusTo assist with any other finance, administrative and/or client work as and when required. This is a part-time job, 9.30-2.30, 25 hours per week.