The Role

Nigel Wright are supporting a well renowned and established Accountancy Practice, located to the west of the city.  The Client Secretary role is an integral part of business and we are looking for a candidate who has previous experience of supporting a SME Accountancy practice.

Will consider part-time hours.

Duties: *Reception duties including answering telephones and taking care of clients/visitors
*Monitoring database and updating as and when required
*New Client/Ex client - Preparation of New Client set up sheets and on-boarding monitoring of clients.
*Tax Returns - Preparing cover letters for Directors returns
*Bank Audit Letters - request and monitor bank letters for audit purposes prior to year-end.  
*Monitor spreadsheet and portal.
*Accounts - Prepare cover letters for accounts going out for signature using Accsend, Email or post
*PAYE - Download reports for all payroll clients and send on monthly basis via email or Accsend
*Direct Debit update letters
*Fee Protection Insurance
*Contractors/building - Dealing with contractors – preparing yearly checks etc.
*Archiving - Electronic and manual to off-site storage.  Necessary records.
*Stationery - Check stock and order stationery monthly/printed stationery
*Post - log in and out – distribute to relevant staff.
*General Support to qualified staff.


The Person

Skills/Attributes: *Previous experience of working with an Accountancy practice
*Excellent communication and organisational skills
*Ability to prioritise workload
*Excellent MS Office skills including Word and Excel.

Next steps

Please contact jo.platt@nigelwright for further details.