Client Services

2 weeks ago

Dalkeith, United Kingdom TaxAssist Accountants Full time

Want a part-time role where you can make a real difference to client experience while enjoying 50 days of pro rata annual leave at a business that invests in your personal and professional development?

TaxAssist Accountants Edinburgh East are looking for a **Client Services & Onboarding Coordinator** to take charge of new client onboarding, help manage prospects, and support our community-focused accountancy practice.

You’ll play a key role in ensuring the practice runs smoothly while helping us add more value to over 1,000 clients.

**Responsibilities**
- Manage new client onboarding: Software setup, agent codes, clearance letters, incorporations, engagement letters and more.
- Handle offboarding: disengagements, professional clearance, company closures.
- Oversee prospect pipeline: packs, follow-ups, lead system management.
- Support seasonal campaigns such as Tax return reminders and client calls.

**What we’re looking for**
- Strong organisational skills and ability to keep processes moving.
- Great communication and client service skills.
- Experience in a client-facing professional services role (accountancy background helpful but not essential).
- Friendly, proactive personality with a focus on excellent client care.

**Benefits**
- 50 days paid annual leave (pro rata)
- Monthly Development Days dedicated to training and growth
- Support with personal and professional development
- Employee assistance scheme
- Involvement in volunteering and fundraising for Cash for Kids
- Be part of the TaxAssist franchise network, which supports over 70,000 small businesses across the UK.

**Details**

This role is expected to be around 15 hours per week. There is some flexibility around how these are scheduled; a daily presence would be preferred to keep on top of prospect/client activity, but we are open to discussion.

Our opening hours are 9am - 5pm, Monday to Friday and our shops are located in Dalkeith, Easter Road, Fairmilehead and Musselburgh. Depending on the working pattern we agree on, the role may be based across multiple shop locations giving you plenty of variety and the chance to get to know our whole team and a broad range of clients. Once you have spent some time in each you will be able to choose your preferences as most of the team typically work in 2 to 3 offices in each week.

**Job Types**: Part-time, Permanent

Pay: £11,000.00-£15,000.00 per year

Expected hours: 15 per week

**Benefits**:

- Additional leave
- Casual dress
- Employee mentoring programme
- Health & wellbeing programme
- Paid volunteer time
- Sick pay

Work Location: In person

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