Data Administrator

3 months ago


Edinburgh, United Kingdom Saffery Champness Full time

We are currently recruiting motivated and efficient Data Administrators to join and support our Tax Services Group (TSG).

You will provide a professional, flexible and high-level administrative service to TSG partners and fee-earners across our Northern Regional Group. To help deliver excellent client service and meet objectives with regard the delivery of high-quality client work in an effective and efficient manner.
- Onboarding of new clients and the creation and management of client information.
- Supporting the TSG team with preparation of professional clearance requests and collation and collection of 3rd party information.
- Submission of tax returns to HMRC and ensuring electronic filing is kept up to date and maintained at regular intervals.
- Preparation of client payment reminders.
- Review and management of billing information and preparation of quotes and invoices
- Supporting the TSG team when necessary to ensure that work is completed to a high standard and meets required deadlines.
- Ensuring that all duties are carried out with a high degree of accuracy.

**The team**:
The Tax Services Group (TSG) delivers exceptional quality compliance and advisory services to a wide range of high net worth private clients. These include those with UK and offshore interests, property owners, business owners, partnerships and trusts.

**You**:

- This role would suit a pro-active individual, looking for a step-up into a professional, administrative environment; but with an understanding that this role involves a level of repetition which is a vital part of keeping the team operating effectively.
- A certain amount of the role will be liaising with clients on behalf of the team so a calm and confident manner will be essential.
- They will be required to have excellent communication, organisation and administrative skills and ideally will have administration experience in a busy environment.
- It is essential to demonstrate excellent time management and prioritisation skills to support a busy team of fee-earners.
- Good level of numeracy (equivalent to Grade 5 GCSE in Mathematics or N5 equivalent in Scotland)
- Good level of language and grammar skills (equivalent to Grade 5 in English language or N5 equivalent in Scotland)

**Rewards/Benefits**:

- A 35 hour working week with a hybrid working policy with the flexibility to work from home for up to three days per week (our core hours are 10-4)
- Excellent benefits including; contributory pension scheme, 25 days annual leave, Life Assurance cover and great flexible benefits and family friendly policies,
- Eligibility for the firm’s Profit-Sharing Plan. Paid in December.
- Paid overtime or time off in lieu.


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