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- Tasks: Manage client onboarding and support our community-focused accountancy practice.
- Company: Join TaxAssist Accountants Edinburgh East, dedicated to enhancing client experiences.
- Benefits: Enjoy 50 days of annual leave, monthly development days, and employee assistance schemes.
- Why this job: Make a real difference while developing your skills in a supportive environment.
- Qualifications: Strong organisational and communication skills; client-facing experience preferred but not essential.
- Other info: Flexible hours with opportunities across multiple locations for variety and team bonding.
The predicted salary is between 11000 - 15000 £ per year.
Overview
Want a part-time role where you can make a real difference to client experience while enjoying 50 days of pro rata annual leave at a business that invests in your personal and professional development?
TaxAssist Accountants Edinburgh East are looking for a Client Services & Onboarding Coordinator to take charge of new client onboarding, help manage prospects, and support our community-focused accountancy practice.
You’ll play a key role in ensuring the practice runs smoothly while helping us add more value to over 1,000 clients.
Responsibilities
- Manage new client onboarding: Software setup, agent codes, clearance letters, incorporations, engagement letters and more.
- Handle offboarding: disengagements, professional clearance, company closures.
- Oversee prospect pipeline: packs, follow-ups, lead system management.
- Support seasonal campaigns such as Tax return reminders and client calls.
- Assist with office admin (rota, voicemails, repairs, birthdays and anniversaries).
What we’re looking for
- Strong organisational skills and ability to keep processes moving.
- Great communication and client service skills.
- Experience in a client-facing professional services role (accountancy background helpful but not essential).
- Friendly, proactive personality with a focus on excellent client care.
Benefits
- 50 days paid annual leave (pro rata)
- Monthly Development Days dedicated to training and growth
- Support with personal and professional development
- Employee assistance scheme
- Use of company pool car (subject to insurance)
- Involvement in volunteering and fundraising for Cash for Kids
- Be part of the TaxAssist franchise network, which supports over 70,000 small businesses across the UK.
Details
This role is expected to be around 15 hours per week. There is some flexibility around how these are scheduled; a daily presence would be preferred to keep on top of prospect/client activity, but we are open to discussion.
Our opening hours are 9am – 5pm, Monday to Friday and our shops are located in Dalkeith, Easter Road, Fairmilehead and Musselburgh. Depending on the working pattern we agree on, the role may be based across multiple shop locations giving you plenty of variety and the chance to get to know our whole team and a broad range of clients. Once you have spent some time in each you will be able to choose your preferences as most of the team typically work in 2 to 3 offices in each week.
Job Types: Part-time, Permanent
Pay: £11,000.00-£15,000.00 per year
Expected hours: 15 per week
Benefits:
- Additional leave
- Casual dress
- Employee mentoring programme
- Health & wellbeing programme
- Paid volunteer time
- Sick pay
Work Location: In person
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Client Services & Onboarding Coordinator employer: TaxAssist Accountants
Contact Detail:
TaxAssist Accountants Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services & Onboarding Coordinator
✨Tip Number 1
Familiarise yourself with the specific software and tools used in client onboarding processes. Understanding these systems will not only help you during the interview but also demonstrate your proactive approach to learning.
✨Tip Number 2
Network with current or former employees of TaxAssist Accountants. They can provide valuable insights into the company culture and expectations, which can help you tailor your approach when discussing your fit for the role.
✨Tip Number 3
Prepare examples of how you've successfully managed client relationships in previous roles. Highlighting your communication skills and client service experience will be crucial in showcasing your suitability for this position.
✨Tip Number 4
Research common challenges faced in client onboarding within accountancy practices. Being able to discuss these challenges and suggest potential solutions during your conversation will set you apart as a knowledgeable candidate.
We think you need these skills to ace Client Services & Onboarding Coordinator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client services and onboarding. Emphasise any organisational skills and client-facing roles you've held, especially in professional services.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client care and your proactive personality. Mention specific examples of how you've successfully managed client relationships or onboarding processes in the past.
Highlight Relevant Skills: In your application, clearly outline your strong organisational skills and communication abilities. Use bullet points to make these stand out, as they are key attributes the company is looking for.
Show Enthusiasm for Development: Express your interest in personal and professional development in your application. Mention how you value training opportunities and how you plan to contribute to the team’s success while growing your own skills.
How to prepare for a job interview at TaxAssist Accountants
✨Showcase Your Organisational Skills
As a Client Services & Onboarding Coordinator, strong organisational skills are crucial. Be prepared to discuss specific examples from your past experiences where you successfully managed multiple tasks or projects simultaneously.
✨Demonstrate Excellent Communication
This role requires great communication and client service skills. During the interview, practice clear and concise communication. You might also want to prepare for questions about how you've handled difficult client interactions in the past.
✨Highlight Relevant Experience
While an accountancy background is helpful, it's not essential. Focus on any client-facing roles you've had and how those experiences have equipped you with the skills needed for this position. Be ready to explain how you can transfer those skills to the new role.
✨Emphasise Your Proactive Personality
A friendly and proactive personality is key for this position. Share examples of how you've gone above and beyond in previous roles to enhance client care or improve processes. This will show that you're not just reactive but also take initiative.