We are seeking to recruit an attentive Accountancy and Tax Administrator to provide administrative support to Equatas Accountants.

Key Responsibilities

Client Engagement:

  • Record, track and chase new enquiries
  • Prepare all engagement packs
  • Answering client queries on engagement packs
  • Engagement pack tracking, chasers, and reviewing returned engagements
  • Completing Money Laundering Form on receipt of engagement pack
  • Updating client lists


  • Raising and sending out invoices
  • Updating invoice list
  • Alerting team to clients on debtors list who we are still actively working for

Client work/contact:

  • Monitoring general mailbox and distributing emails to team members
  • Answering main number and redirecting to team members/taking messages
  • Sending out tax returns & accounts for client review and approval
  • Tax return progress tracking
  • HMRC chaser calls/letters & telephone notes
  • Training provided to assist on processing client payroll

General office administration:

  • Preparing and sending out posts
  • Monitoring incoming post (to Manchester office)
  • Updating postal tracking
  • General folder admin (if copied, save team emails in client’s folder)
  • Stationery orders for Manchester office


Person Specification


  • A good understanding of Microsoft packages including Word, Excel and Outlook products
  • Preferable a basic understanding of Accounting packages
  • Previous administrative experience

Skills & Abilities:

  • Excellent telephone manner
  • Great organisational and prioritisation skills as well as the ability to multi-task
  • Strong communication skills
  • Detailed planning and time-management skills
  • Decisive, show initiative and problem-solving skills
  • Strong attention to detail

Personal Qualities:

  • Display self-motivation, drive and enthusiasm
  • Possess a flexible approach to work
  • Be hard working and enthusiastic
  • Punctual, organised, professional and reliable

Education & Training:

  • Excellent written and verbal communications and numeracy skills


General Responsibilities

  • This job description is current at the date shown, but in consultation with you, it is liable to variation by management to reflect or anticipate changes in or to the job. It is expected the post holder will when required undertake other duties commensurate with the post and salary grading if required. 
  • ​Duties may involve having access to information of a confidential nature that may be covered by the Data Protection Act, be commercially sensitive or relate to client information. In such circumstances confidentiality must be maintained at all time in accordance with the company policies. If you are unclear at any time, please refer to your manager.
  • Undertake all reasonable personal development actively designed to support you in your role.

And last but not least… what’s in it for you?! 

  • We are passionate about growth and aim to provide every employee with a clear development plan, with regular reviews that enable them to reach their career goals
  • Working within an expanding business with an ambitious growth strategy


To find out more and to apply, click here