Tax and Accounting Operations Admin

A tax and accounting advisory firm is seeking a highly organised Tax and Accounting Operations Admin to join their fully remote team. This role offers the unique opportunity to work from anywhere. You will play a pivotal role in ensuring seamless operations across the firm, supporting both clients and colleagues with your exceptional organisational skills and warm interpersonal approach.

• Oversee daily office operations by managing clerical tasks and providing comprehensive administrative support to ensure efficiency across all functions.
• Utilise Karbon practice management software to coordinate workflows, monitor task progress, and maintain accurate records for the entire firm.
• Facilitate client onboarding processes by handling document collection, e-signature requests, and return delivery using Truss, ensuring a seamless experience for new clients.
• Track tax return progress in Proconnect, keeping stakeholders informed and maintaining up-to-date status reports for each client file.
• Provide direct support to team members by responding promptly to client requests, managing digital files, and assisting with document handling as needed.
• Lead administrative efforts during new client onboarding, ensuring all necessary information is collected and processed efficiently.
• Correspond professionally with clients and vendors to schedule meetings—whether in-person, phone or virtual—with relevant team members.
• Assist the CEO with various administrative tasks as requested, demonstrating adaptability and responsiveness in supporting leadership needs.
• Prepare and send client invoices including deposits and recurring billing cycles, maintaining accuracy in financial documentation.
• Train clients on accessing the client portal for uploading documents and distributing tax returns, enhancing their experience through clear guidance.
• Create, maintain, and distribute regular management reports that provide valuable insights into operational performance.
• Support periodic data clean-up initiatives, manage client lists effectively, and assist with implementation of new tools or systems as required.

Due to the high volume of applications we are experiencing, our team will only be in touch with you if your application is shortlisted.