DUNCAN & TOPLIS TRUSTEES  Salary

DUNCAN & TOPLIS TRUSTEES
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DUNCAN & TOPLIS TRUSTEES is looking for employees for positions:

client administrator

Working hours

  • full-time
  • part-time | Contract
  • part-time

Responsibility

  • operations, Tax | Full-time | Stamford
  • operations, Tax | Full-time, part-time | Stamford
  • we are looking for a full-time or part-time Client Support Tax Administrator to join our team in Stamford
  • you can click here to upload your CV
  • duncan & Toplis, one of the UK’s top regional accountancy firms, specialise in accountancy, tax and business advice
  • established in 1925, the team provide services to more than 12,000 businesses and individuals
  • we help each other as well as our communities, taking our social responsibility seriously by supporting local initiatives
  • we’re looking for talented people like you

Requirements

  • organisation
  • good written and verbal communication
  • collaborative working
  • you will assist client onboarding in line with our engagement, maintenance, and disengagement procedures
  • this will include liaising with clients to arrange appointments, obtain missing information and follow up on paperwork and unreturned documents
  • following instructions from the team, you will contact HM Revenue and Customs and make appropriate file notes when required
  • following instructions from the team, you will contact HM Revenue & Customs and make appropriate file notes when required
  • you will also be responsible for producing monthly workflow statistic reports from digital programs to monitor work progress