PA/Team Assistant - Accountancy

PA/Team Assistant - Accountancy Salary: £35, 000 - £38,000

Based Bank, City of London

4 or 5 days per week - including 1 days working from home.

A growing accountancy firm is looking for a PA/Team Assistant to be based in their London office near Bank. The role will be supporting tax partners and fee earners with a range of administrative support, including document preparation, billing and invoicing support, maintaining files and arranging travel. Looking for a PA/Team Assistant with experience in ideally using CCH systems, excellent communication, and the ability to manage multiple tasks to ensure the smooth functioning of the tax team's operations. The role will be supporting a team of 20 including 5 Partners.

Key Responsibilities as a PA/Team Assistant:

• Provide admin support to multiple colleagues including calendar management, client on boarding, travel & meeting coordination and document preparation
• Prepare, proofread, format and distribute documents such as proposals, reports and other correspondence following company standards. Maintain organised digital and physical filing systems ensuring confidentiality & compliance
• Act as a liaison between clients and colleagues, building strong relationships, helping to on board them, managing communications, scheduling meetings and maintaining up to date client records. Perform background checks, produce engagement letters & set clients up on relevant systems
• Assist with the preparation of client invoices & billing operations
• Coordinate with internal depts to streamline work flows & improve efficiency, providing support to other teams where required

Qualifications/Requirements:

• Proven experience in a similar dynamic role/environment
• Experience of using in CCH systems highly advantageous
• Experience of working in professional services, finance or legal
• Proficiency in Excel and Microsoft skills
• A positive attitude, demonstrate a willingness to assist and showcase strong organisational skills
• Proactive initiative, collaborative spirit and impeccable attention to detail

Benefits on offer are extensive but to name a few:

• 25-28 day's holiday: Ranging from 25 to 28 days, depending on the role and length of service
• Virtual GP Service: Access to a convenient virtual General Practitioner service for medical consultations
• Employee Assistance Programme: On-hand counsellors to provide support for employees, addressing various needs and concerns
• Group Income Protection: Financial security in case of extended incapacity or illness preventing work
• Enhanced Maternity and Paternity Pay: Additional support for employees during significant life events
• Dress for the Day Policy: Flexibility in choosing appropriate attire, promoting a comfortable work environment
• Learning & Development pathways: A structured People Passport programme that provides ongoing support for lifelong learning, development, and career progression

Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles.

We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout.

PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.