Accountancy and Tax Administrator

We are seeking to recruit an attentive Accountancy and Tax Administrator to provide administrative support to Equatas Accountants.

Are you ready to take on your next challenge and progress with your career?

If you believe this is you and are looking for the right opportunity ,or a company that will match your self-drive and goals then we want to hear from you

A little bit about us..

We're a financial services business specialising in personal injury and clinical negligence and pride ourselves on delivering outstanding service to our clients.

Always Experts:
30 years experience as specialists in personal injury and clinical negligence.

Our depth of understanding is unrivalled in our field. Regarded by the Ministry of Justice as a valuable source of knowledge in expertwitness andthe Ogden discount rate.

AlwaysPrincipled:
We’re always thinking about the impact we’re having - on our team, on our clients and their families,andontheworld.Weactwithcareandintegrityandwewillalwaysdowhat’sright.

Always Proven:
Helping litigators achieve maximum damages and clients achieve the best long term financial outcome is our core business and we’ve been instrumental in securing additional millions insettlements and providing financial guidance post settlement that allows for the most fulfilledlifepost injury. Our clients are clients for life.

Always Responsible:
Weworkwithclientsduringsomeofthemostdifficultperiodsoftheirlives.Weknowtheir money has to last a lifetime and we’re well aware of the challenges that life after injury canpresent. It’s a responsibility we take seriously. We pride ourselves on providing quality,unbiasedadvice with transparency and openness.

Always Reliable:
For life’s decisions - from birth to planning the financial legacy you leave behind - we’ll be there.Always.

Purpose of the role

The purpose of this role is to provide a vital administrative support function to Equatas Accountants, responsible for a variety of tasks to ensure the smooth daily operation of this rapidly growing accountancy practice.

Key Responsibilities

Client Engagement:

- Record, track and chase new enquiries
- Prepare all engagement packs
- Answering client queries on engagement packs
- Engagement pack tracking, chasers, and reviewing returned engagements
- Completing Money Laundering Form on receipt of engagement pack
- Updating client lists

Invoicing:

- Raising and sending out invoices
- Updating invoice list
- Alerting team to clients on debtors list who we are still actively working for

Client work/contact:

- Answering main number and redirecting to team members/taking messages
- Sending out tax returns & accounts for client review and approval
- Tax return progress tracking
- HMRC chaser calls/letters & telephone notes
- Training provided to assist on processing client payroll

General office administration:

- Preparing and sending out posts
- Monitoring incoming post (to Manchester office)
- Updating postal tracking
- Stationery orders for Manchester office

Person Specification

**Experience**:

- A good understanding of Microsoft packages including Word, Excel and Outlook products
- Preferable a basic understanding of Accounting packages
- Previous administrative experience

Skills & Abilities:

- Excellent telephone manner
- Great organisational and prioritisation skills as well as the ability to multi-task
- Strong communication skills
- Detailed planning and time-management skills
- Decisive, show initiative and problem-solving skills
- Strong attention to detail

Personal Qualities:

- Display self-motivation, drive and enthusiasm
- Possess a flexible approach to work
- Be hard working and enthusiastic
- Punctual, organised, professional and reliable

Education & Training:

- Excellent written and verbal communications and numeracy skills

General Responsibilities
- This job description is current at the date shown, but in consultation with you, it is liable to variation by management to reflect or anticipate changes in or to the job. It is expected the post holder will when required undertake other duties commensurate with the post and salary grading if required.
- Duties may involve having access to information of a confidential nature that may be covered by the Data Protection Act, be commercially sensitive or relate to client information. In such circumstances confidentiality must be maintained at all time in accordance with the company policies. If you are unclear at any time, please refer to your manager.
- Undertake all reasonable personal development actively designed to support you in your role.

And last but not least... what's in it for you?
- We are passionate about growth and aim to provide every employee with a clear development plan, with regular reviews that enable them to reach their career goals
- Working within an expanding business with an ambitious growth strategy

Frenkel Topping Group is an equal opportunity employer that is committed to diversity and inclusion