Job Description

Client Services Administrator - 35 hours per week - Monday to Friday - 9-5

Who are we?

MMG Chartered Accounts are a forward-looking accountancy firm who are relationship based and technology driven with offices in Dundee, Forfar, Montrose, Brechin, Perth and Crieff. Our strength lies in our people, who live by our five core values;

1. Does the Right Thing

2. Delivers Quality Work on Time

3. Has a Positive Can-do Attitude

4. Adapts to Change and Continually Develops

5. Is a Reliable Team Player

We have a keen focus on investing in our greatest assets, which means that we have developed a committed and formidable team of accountancy, tax, audit, virtual finance and payroll specialists.

We are looking to support this team and bring on an Client Services Administrator who would be responsible for providing administration support to the accounts department.

Why you should join our team!

Do you have experience within a similar type of role and are good at looking for ways to improve process and enhance efficiencies? Then you could be a great fit for our Client Services Administrator role!

As a Client Services Administrator you would receive:

- A competitive salary

- Based in our Dundee office

- 31 days annual leave per annum with an accrual scheme

- Annual leave purchase scheme

- Company pension scheme

- Cycle to work scheme

- Company sick pay

- Free counselling with our employee assistance programme

- Death in service benefit

- Enhanced Maternity/Paternity leave

What are your responsibilities for the role?

Client Information Request Letters

Issue monthly client information request letters based on Admin Task Workflows. Maintain appropriate folder structures for storing requested information. Send first chaser letters approximately two months post year-end, or earlier if catch-up is required.

Accounts & Tax Final Packs Preparation

Collate complete accounts and tax final packs for all entities using data from CCH and manager-prepared spreadsheets. Prepare accompanying client letters using pre-approved templates. Liaise with managers/directors to facilitate timely review of packs. Notify reviewers when packs are ready, including direct SigningHub links.

Submission of Accounts and Tax Returns

Maintain a detailed submissions tracker for Companies, Sole Traders, and Partnerships. Update and manage workflow stages from pack preparation to client approval and final submission. Submit final accounts to Companies House and tax returns (company, personal, partnership) to HMRC.

Document Management

Download signed documents from SigningHub. File signed final packs in the appropriate client folders on the E drive. Remove completed files from SigningHub post-archival.

Administrative and Ad-Hoc Support

Provide coverage for phone and door inquiries for the admin team as required. Complete ad-hoc projects when required.

Fees and Billing Administration

Assist in maintaining and updating the fees spreadsheet. Track and report draft and final fees based on issued accounts. Follow up with managers/directors to raise fees in Ignition. Write off WIP in CCH in accordance with approved fees in Ignition/QBO.

Workflow and System Maintenance

Support the transition and cleanup of business tax workflows, ensuring tax return statuses are updated before workflow removal.
Job Types: Full-time, Permanent

Pay: 22,300.00-28,500.00 per year

Benefits:

Additional leave Bereavement leave Company events Company pension Cycle to work scheme Enhanced maternity leave Enhanced paternity leave Health & wellbeing programme Life insurance Private medical insurance Sick pay Work from home
Schedule:

Monday to Friday
Work Location: In person