Practice Administrator

Practice Administrator

Location: Bourton-on-the-Water, GL54 2HQ.
Salary: £32,000 - £40,000 DOE.
Contract: Full time, working of 5 days per week. However, we may be able to accommodate a 3 day working week for the right level of candidate.

We are looking for a Practice Administrator to join our growing accountancy practice in Bourton on the Water.,

This exciting opportunity would suit a dynamic, flexible and motivated individual. Our accountancy practice provides varied and interesting work, delivering a friendly and proactive year-round service to businesses and personal taxpayers in the local area.

The successful candidate will report to the Practice Owner and be involved with all aspects of practice management and client relationships.

TaxAssist Accountants is the largest small business accountancy network in the UK, with over 400 locations and industry-leading support and systems. This is a great chance to be part of a very successful, award-winning business model.

Practice Administrator - About the role:

• A varied workload liaising with a diverse client base
• Opportunity to develop the practice and enhance processes and systems
• Delivery of marketing campaigns, offering leading services

The key duties of the post are as follows:

• Develop and implement new administrative systems/processes to drive efficiencies and automate where possible
• Use a range of software, including email, Excel spreadsheets and CRM databases, to ensure the efficient running of the office
• Managing and tracking key performance indicators
• Support to Practice Owner -managing diary and emails
• Reception duties, including answering incoming calls, emails and scheduling appointments
• Follows up on phone calls, emails and contacts as appropriate
• Assisting with enquires about any of our services
• Lead follow up and conversion
• Generating client proposals and management of proposals
• End to end client onboarding
• Manage online and paper filing systems - be the lead to ensure we are a 100% digital practice
• Ensure office & clients meet all compliance requirements
• Supporting invoicing via QuickBooks and chasing for late payments
• Communicating with internal teams, assisting with other ad hoc Administration tasks.
• Assist with business development opportunities

Candidate Profile:

Essential:

• Excellent communication skills and demonstrate an enthusiastic, customer-focused approach
• The ability to adapt to new software, systems and regulatory changes
• Three years administration experience
• A minimum of 5 GCSE's including Mathematics and English Language, grade C/grade 5
• Strong IT skills, with experience in Microsoft Office Preferred
• Experience of working in a compliance environment
• Experience of onboarding and work-flow management software

Preferred:

• Experience of working in a compliance environment
• Experience of client onboarding and work-flow management software

Benefits

• Competitive salary depending on experience
• 28 days annual leave including bank holidays
• Company pension scheme
• Health Assured employee well-being service
• Access to TaxAssist Training Academy

If you feel you have the skills and experience to be successful in this role then apply today!