Operations Assistant

3 weeks ago

Remote, United Kingdom Holder & Combes Accounting Full time

Fully Remote

Flexible hours circa 30 - 40 hours per week across a minimum of 4 days ideally.

\*\*£25K - £30k pro rata.

Are you in an adminsitration or operations position looking for more room to grow?

Do you have experience working handling legal compliance work for an Accountancy, Law firm or similar?\*\*

H&C Accounting (formally Making Tax Work) is an ACCA registered practice. We work with a variety of clients offering the very best in accountancy, tax and business advisory services.

We’ve grown steadily and are lucky to have a strong pipeline of new customers, which predominantly originate from referrals and from our relationship with Holder & Combes Ltd, a firm of Chartered Financial Planners.

It’s made up of a solid foundation of smaller businesses with monthly recurring fixed fee arrangements. Our standard service covers typical services such as company accounts, VAT returns, payroll, personal tax returns and more.

This is complemented by an increasing volume of more complex tax and accounting advisory services and tailored packages to start-ups and growing businesses. This is an exciting area of growth that we intend to focus on more over time.

We are a friendly, supportive team of seven working remotely throughout the UK, and we get together in person on a quarterly basis.

We are now developing processes and systems to help achieve our growth goals - do you want to become part of our success story as our Operations Assistant?

Tasks

You will have a varied workload spanning day-to-day operations and more project-based work that contributes to improved service levels and ultimately the smooth running and growth of the practice.

You’ll report to our Business Operations Lead & Client Manager, supporting in coordinating central workflows, processes, and practice management operations.

The majority of your work will be internal within Holder and Combes but you will interact with clients directly from time to time.

You’ll respond to new enquiries through our website and assist the team in onboarding new customers. You will assist in the initial steps of obtaining and processing new client information for the purpose of commencing their engagement, ensuring that KYC and AML processes are followed.

As a new client is engaged you will assist in creating records for them in our client database and ensuring that they are included in the relevant workflows for the services they have requested. While you are not responsible for collecting or processing at every stage of this process you will be the one coordinating to ensure it’s done promptly.

You’ll be responsible for ongoing monitoring of our client list and database to ensure the integrity of the data is maintained, there are no omissions, errors or duplications and changes to clients' details and services are accurately logged.

You’ll be responsible for liaising with our companies annually and updating both our records and the Companies House register with any relevant changes. This will also include CS01 filings to Companies House.

Managing client billing will form a significant part of your role, ensuring client invoices are paid on time and reconciled accurately in Xero.

Initially, you’ll be working on priorities identified by our Business Operations Lead, going away to research the best solutions to help them make the right decisions. As your knowledge of the business grows you’ll be expected to contribute your own ideas and proactively identify opportunities to improve business processes.

This is a fully remote and we can offer lots of flexibility in terms of the hours and days you work to fit around your other commitments.

The role will require at least 30 hours a week spread across 4 days, but could also be full-time if desired.

**Requirements**:
Most importantly, you will have previous experience working in an administration or operations role within an accountancy or legal practice (or similar industry which requires legal compliance checks).

You will need to be familiar with KYC and AML compliance and ideally HMRC. We’ll want to hear about the role you played in onboarding new clients and the experience you’ve had with HMRC.

You’ll have experience implementing process change within a previous role. You’ll be able to tell us about a time when you have had to train or manage a team through a significant change in operations.

You’ll need to develop strong internal relationships to build influence to ensure processes are followed. We’ll want to hear about how you convinced tricky stakeholders to complete their admin in past roles.

In many instances, you’ll be dealing with, or acting on behalf of our clients. You must have a client-centric approach to your work. We’ll want to learn about how you’ve prioritised client needs in the past.

You’ll need basic IT skills across the usual tools across the usual Microsoft or Google workspaces i.e. Excel/Sheets.

**Benefits**:
We’re a relatively

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