Secretary

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Job title Secretary
Purpose

To provide proactive secretarial and general administrative support to the tax team, including some partners, in a busy accountancy office

Location

Exeter

Hours Full Time
Start Date As soon as possible
Contract type Permanent
Reporting to Administration Team Leader
Department Administration
Responsibilities
  • Production / formatting of complex reports

  • Drafting letters of engagement, disengagement letters and correspondence to clients / HMRC

  • Running final copy letters for signature from approved drafts

  • Preparation of ad hoc presentations and tender documents using PowerPoint

  • Managing electronic diaries, co-ordinating meetings and travel/accommodation requirements

  • Submitting tax returns to HMRC

  • Setting up new clients on the database

  • Collating billing information from our timesheet recording system

  • Reception and telephone cover as needed to support the team

  • Audio typing

  • Other general administrative duties

Knowledge, skills and attributes
  • Strong audio and copy typing skills

  • Excellent Word and PowerPoint skills, with a basic knowledge of Excel an advantage

  • Applicants should be proactive, efficient, organised and comfortable working without support

  • Polite and friendly manner and able to communicate at all levels by phone and in person

  • Reliable, professional and able to use initiative

  • Strong attention to detail

  • Able to prioritise workloads and meet deadlines

  • Previous administration experience in a professional services environment is preferred but not essential

  • Educated to GCSE level (or equivalent) minimum, with grades A-C to include English and Maths

Training
  • On the job training in the early stages, but with further training identified and supported through our annual development and performance review process

 
Leading Edge Alliance Awards 2013
Taxation Awards 2014
The British Accountancy Awards 2014
South West Insider Annual Dealmaker Awards 2015
South West Insider Annual Dealmaker Awards 2016
Payroll World Awards 2016
ICAEW Chartered Accountants