Job Description

Job Overview

We are seeking an experienced Client Support Executive with practice experience and specialising in client queries and administration to support the wider team. This role will guide clients through their onboarding journey and assist with tax preparations. If you have experience with client support and administration with a can-do attitude, we want to hear from you. We are open to both part-time and full-time candidates.

This is an amazing opportunity to a join a company that values your input and ideas, with the opportunity to build and develop your own client relationships and career.

Key Responsibilities

Administrative Duties

Greeting clients and managing incoming calls and enquiries. Handling emails, post, HMRC queries and general correspondence. Preparing engagement letters, onboarding documents, and client files. Oversee client onboarding from start to finish including AML, professional clearance, agent authorisation, company secretarial appointments and set up. Complete tax registrations and confirmation statements. Updating internal systems and maintaining client records. Managing document flow: scanning, filing, and archiving. Supporting accountants by scheduling meetings, gathering client information, and preparing simple reports. Monitoring client feedback and supporting service improvements. Other administrative tasks as required.

Finance Duties

Performing internal bookkeeping tasks (inputting invoices and receipts). Processing client records (sales, purchases, bank statements) under supervision. Tracking and recording incoming payments. Reconciling basic accounts (bank, supplier, petty cash). Strong understanding of payroll regulations, set up and ability to assist the Payroll Manager with payrolls, approvals and payslips would be advantageous. Experience using accounting software including TaxCalc, Iris and Moneysoft would also be advantageous.

Culture

We're proud of the culture we've built--collaborative, supportive, and driven--and we know that the right team fit is essential to keeping it strong. Skills can be developed, but shared values, a positive attitude, and a genuine commitment to great work are what make people thrive here.

We look for people who enjoy working closely with others, communicate openly, and contribute to a positive, solutions-focused environment. When everyone feels aligned and supported, we perform better as a team, deliver a higher quality service, and create a workplace where people enjoy coming to work.

If you're someone who values teamwork, is eager to get involved, and wants to be part of a people-first culture, you'll fit right in.

Benefits

Hybrid working and flexi hours. On-site parking. Private medical insurance. AVIVA Smart Health access from day 1. 25 days holiday + bank holidays, with the opportunity to purchase more. Bonus holiday day for Christmas Eve (if on a weekday). Training programmes to progress your career. Pet friendly office - bring your dog to work! Give Back Day - a paid day off to volunteer for your choice of charity.
Job Types: Full-time, Part-time, Permanent

Pay: Up to 38,000.00 per year

Expected hours: No less than 25 per week

Benefits:

Additional leave Company events Company pension Discounted or free food Financial planning services Flexitime Free parking Life insurance On-site parking Paid volunteer time Private medical insurance Referral programme Sick pay Work from home
Ability to commute/relocate:

Eastleigh SO53 3AL: reliably commute or plan to relocate before starting work (required)
Experience:

Accountancy practice: 1 year (required) Database administration: 1 year (required) customer service: 1 year (required) preparing personal tax returns: 1 year (preferred)
Work Location: In person