Practice Administrator

Clearing SATR Dashboard, track information uploaded and update Practice Management with notes
Manage Client folders, download and upload documents to the portal for approval and scanned into Invu
Assist clients with portal admin queries, prompting them to approve documents using the reminder facility
Tidying portal to include removing old data and getting ready for new year
Maintaining database to include up to date email addresses, addresses, contact details etc.
Scanning incoming tax records received by post
Maintain practice management job stages
Preparing tax letters and checklists
Maintain SATR letter templates and checklists and ensure all offices are using correct templates
Invu Document Management Filing
Returning client records to clients
Assisting with SATR billing
Email and telephone reminders to clients for records and approval of documents
Compliance to include engagements letters, ID verification and updating Z10 on PM
Assisting with the onboarding of new clients to include data collection, input, compliance
Update management on job stage progression and SATR preparation
Assist with the VAT MTD sign up process
Company Secretarial duties including company formations and submission of confirmation statements
Iris Database Maintenance
Workflow reporting for Directors and Managers.

Personal Specification

Experienced in administration and systems
Strong literacy and numerical skills
Strong software skills to include database, Word and Excel
Great Communication, friendly and outgoingability to communicate both orally and in writing, ability to deal with variety of people in different environments
Organisedability to deal with a variety of tasks and managing a varied workload
Self-motivated and self-starter to manage a variety of tasks
Be positive and committed to THP in dealings with both clients and team members
Have a great can do attitude and be prepared to muck in with the team

Interviews to commence this week.Apply today to be considered.

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