What the role is
Supporting the client facing team, to deliver a right first time, efficient, compliant, and unbelievable service to the clients.
- Taking inbound calls, filtering to accountants, and answering basic questions from clients
- Outbound Calls – Mainly to HMRC for things such as payment queries, chasing refunds etc.
- Filing statutory document with Companies House, to include company accounts, confirmation statements and anything else needing to be filed.
- Filing documents with HMRC to include, corporation tax returns, personal tax returns and P11d’s.
- Bookkeeping for our clients online, using predominantly Free Agent, but occasionally Xero and QuickBooks
- Preparation of VAT returns for clients, using the online software’s.
- Ensuring the client data is accurate between our systems and what is registered at Companies House, to include shareholdings, Registered Office,
- Preparation of Basic Accounts and Tax Returns