Client Services Administrator

Ashby Finance
07 Feb 2018
07 Mar 2018
Contract Type
Full Time

Our client, a top 30 Chartered Accountants based in Central London, has a new role for a Tax Administrator to join their company.



  • Setting up client files; reviewing files to identify missing information; liaising with clients to ensure all information has been received
  • Preparing basic US and/or UK tax returns, FBARs, US Power of Attorney forms, US safe harbour Federal and State estimated tax payments, ITIN and EIN applications
  • Additional responsibilities include providing administrative support to the allocated team as and when required
  • Other duties include e-filing US tax returns; addressing IRS and State notices
  • Preparing and submitting UK tax forms; addressing client queries and working with the Database Team to ensure all information relating to clients is up to date
  • Ensuring allocated clients receive an exceptional level of care at all times
  • Supporting allocated staff in providing the same level of care to their clients
  • Provide support and assistance during the billings process, ensuring bills are prepared accurately and to the agreed schedule and taking over additional billings responsibilities on an ad hoc basis as required
  • Ad hoc tasks

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