Client Support Tax Administrator in Loughborough

We are looking for a Client Support Tax Administrator to provide administrative and client support to our Tax team. The role involves managing client communications, maintaining accurate records, coordinating documentation, and assisting the team to ensure a high standard of client service. The ideal candidate will have excellent organisational skills, strong attention to detail, and a professional approach to client interactions.

What does this role involve?

• Working as part of the client support administration team, you will provide a quality administration service to support our client delivery teams and to achieve service line targets, ensuring operational objectives are met.
• Teamwork: You will collaborate with colleagues, share knowledge and support your team and hub to achieve shared objectives and deliver positive outcomes for clients and the organisation.
• Client experience: You will provide clear, timely support, responding to queries promptly, and ensuring accurate communication. A strong focus on service and attention to detail helps build trust and a positive client experience.

Skills and experience

We encourage candidates of all backgrounds and capabilities to apply, although it’s essential that your values and experience align with this role’s key responsibilities. The successful candidate will:

• Support the client delivery teams and all offices in all administrative and day-to-day operational matters, working collaboratively with colleagues across the whole team. These may include managing meeting rooms, looking after facilities, coordination of team meetings, coordination of diaries for Managers, Associates and Directors for client meetings, supporting events, filing and other tasks as required.
• Manage the reception area which will include greeting clients.
• Ensure all work within the tax typing pool is properly scheduled and delivered on time.
• Manage your workflow and client expectations.
• Develop working relationships with clients, including gathering information required in a timely manner.
• Support client managers with management of costs on client assignments and timely billing, including WIP review.
• Oversee processes with HMRC, such as 64-8, submission of tax returns and any queries that may arise on client accounts.
• Administer the client take on, maintenance and disengagement procedures, ensuring relevant forms are completed per standard operating procedures (SOPs), letters are issued, and systems are kept up to date.
• Arrange timely submission of returns to HMRC, including assisting with management of the job stages on practice management for filing deadlines and submissions.
• Act as a designated Fire Warden and First Aider as part of day-to-day duties, conducting basic safety checks of fire equipment, escape routes and first aid supplies. Support emergency procedures including evacuations and first aid response.
• Maintain flexibility in working location, with a willingness to travel to other sites within a reasonable distance as required.

What we are looking for:

• Flexibility to travel to other offices to support cover.
• Strong IT skills with a working knowledge of Microsoft Office.
• Effective organisation and communication skills, both verbal and written.
• Production of accurate and timely work within your service line.
• Excellent attention to detail.
• The ability to work effectively as part of a wider team.
• Developing understanding of data protection requirements.

Join Duncan and Toplis: From flexible working arrangements and time-matched volunteer hours to online fitness classes and mental health support, at Duncan and Toplis, we are committed to helping our people maintain a healthy and balanced lifestyle. We help our team to develop their talents and encourage ambitious individuals to progress their careers and expand their professional and personal skills. Our values of trust, partnership, and inclusivity are at the forefront of everything we do.