Position Overview
The role also consists of liaising with Managers and Directors in all parts of the business to assist with various administration projects and ad hoc work, liaising with finance and operations and generally support our team of busy professionals.
Clearing SATR Dashboard, track information uploaded and update Practice Management with notesManage Client folders, download and upload documents to the portal for approval and scanned into InvuAssist clients with portal admin queries, prompting them to approve documents using the reminder facilityTidying portal to include removing old data and getting ready for new yearMaintaining database to include up to date email addresses, addresses, contact details etc.Scanning incoming tax records received by postMaintain practice management job stagesPreparing tax letters and checklistsRequesting document informationMainta...