Practice Administrator

Practice Administrator

Cheltenham Full-Time 28000 - 36000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage client relationships and enhance office processes in a dynamic accountancy practice.
  • Company: Join TaxAssist Accountants, the UK's largest small business accountancy network with over 400 locations.
  • Benefits: Enjoy a competitive salary, 28 days leave, pension scheme, and well-being services.
  • Why this job: Be part of an award-winning team, develop your skills, and make a real impact.
  • Qualifications: 3 years admin experience, strong IT skills, and 5 GCSEs including Maths and English.
  • Other info: Flexible working options available for the right candidate.

The predicted salary is between 28000 - 36000 £ per year.

Location: Bourton-on-the-Water, GL54 2HQ.

Salary: £32,000 - £40,000 DOE.

Contract: Full time, working of 5 days per week. However, we may be able to accommodate a 3 day working week for the right level of candidate.

This exciting opportunity would suit a dynamic, flexible and motivated individual. Our accountancy practice provides varied and interesting work, delivering a friendly and proactive year-round service to businesses and personal taxpayers in the local area. The successful candidate will report to the Practice Owner and be involved with all aspects of practice management and client relationships.

About the role:

  • A varied workload liaising with a diverse client base
  • Opportunity to develop the practice and enhance processes and systems
  • Delivery of marketing campaigns, offering leading services

The key duties of the post are as follows:

  • Develop and implement new administrative systems/processes to drive efficiencies and automate where possible
  • Use a range of software, including email, Excel spreadsheets and CRM databases, to ensure the efficient running of the office
  • Managing and tracking key performance indicators
  • Support to Practice Owner - managing diary and emails
  • Reception duties, including answering incoming calls, emails and scheduling appointments
  • Follows up on phone calls, emails and contacts as appropriate
  • Assisting with enquiries about any of our services
  • Lead follow up and conversion
  • Generating client proposals and management of proposals
  • End to end client onboarding
  • Manage online and paper filing systems - be the lead to ensure we are a 100% digital practice
  • Ensure office & clients meet all compliance requirements
  • Supporting invoicing via QuickBooks and chasing for late payments
  • Communicating with internal teams, assisting with other ad hoc Administration tasks.
  • Assist with business development opportunities

Candidate Profile:

Essential:

  • Excellent communication skills and demonstrate an enthusiastic, customer-focused approach
  • The ability to adapt to new software, systems and regulatory changes
  • Three years administration experience
  • A minimum of 5 GCSE's including Mathematics and English Language, grade C/grade 5
  • Strong IT skills, with experience in Microsoft Office

Preferred:

  • Experience of working in a compliance environment
  • Experience of onboarding and work-flow management software

Benefits:

  • Competitive salary depending on experience
  • 28 days annual leave including bank holidays
  • Company pension scheme
  • Health Assured employee well-being service
  • Access to TaxAssist Training Academy

If you feel you have the skills and experience to be successful in this role then apply today!

Practice Administrator employer: TaxAssist

TaxAssist Accountants is an exceptional employer located in the picturesque Bourton-on-the-Water, offering a competitive salary and a supportive work culture that prioritises employee well-being and development. With access to the TaxAssist Training Academy and a flexible working arrangement, including the possibility of a three-day week for the right candidate, we foster a dynamic environment where you can thrive while contributing to our award-winning accountancy practice. Join us to be part of a leading network that values innovation, teamwork, and client relationships.
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Contact Detail:

TaxAssist Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Practice Administrator

✨Tip Number 1

Familiarise yourself with the specific software mentioned in the job description, such as QuickBooks and CRM databases. Being able to demonstrate your proficiency in these tools during an interview can set you apart from other candidates.

✨Tip Number 2

Research TaxAssist Accountants and their business model. Understanding their approach to client relationships and practice management will help you align your answers with their values and show that you're genuinely interested in the role.

✨Tip Number 3

Prepare examples of how you've improved administrative processes in previous roles. Highlighting your experience in driving efficiencies will resonate well with the responsibilities outlined in the job description.

✨Tip Number 4

Practice your communication skills, as excellent communication is essential for this role. Consider role-playing common scenarios you might encounter, such as managing client inquiries or liaising with the Practice Owner, to boost your confidence.

We think you need these skills to ace Practice Administrator

Excellent Communication Skills
Customer-Focused Approach
Adaptability to New Software and Systems
Three Years Administration Experience
Strong IT Skills
Proficiency in Microsoft Office
Experience with CRM Databases
Diary Management
Email Management
Reception Duties
Client Onboarding
Workflow Management
Compliance Knowledge
Attention to Detail
Time Management
Problem-Solving Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in administration and client management. Emphasise your communication skills and any experience with software like QuickBooks or CRM databases.

Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific aspects of the job description that excite you and how your skills align with their needs.

Highlight Relevant Experience: In your application, focus on your three years of administration experience. Provide examples of how you've developed processes or improved efficiencies in previous roles.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the role.

How to prepare for a job interview at TaxAssist

✨Showcase Your Communication Skills

As a Practice Administrator, excellent communication is key. Be prepared to demonstrate your ability to communicate effectively, both verbally and in writing. Use examples from your past experiences where you successfully managed client relationships or resolved issues.

✨Familiarise Yourself with Relevant Software

Since the role involves using various software like Excel and CRM databases, make sure you brush up on these tools before the interview. You might be asked about your experience with them, so having specific examples of how you've used these applications can set you apart.

✨Demonstrate Your Problem-Solving Skills

The job requires developing new administrative systems and processes. Think of instances where you've identified inefficiencies and implemented solutions. Be ready to discuss how you approach problem-solving and your adaptability to change.

✨Prepare Questions About the Role

Interviews are a two-way street. Prepare thoughtful questions about the practice's operations, team dynamics, and future goals. This shows your genuine interest in the position and helps you assess if it's the right fit for you.

Practice Administrator
TaxAssist
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