Accounts Administration Assistant

David Allen; Penrith; On-site; GBP 22,000 - 30,000; Full time

Benefits offered by this job

Flexible working

Enhanced annual leave (service)

Give a day to charity

Birthday off

Free financial advice

4% employer pension contribution

Job summary

David Allen is seeking an organised Accounts Administration Assistant to join our Dalston office with the option to move to Penrith in the future. You will support day-to-day accounts activities, including billing, client onboarding, document production and records management.

You will liaise with clients, HMRC and internal teams, ensuring information is accurate, timely and securely handled. Strong communication and numerical accuracy, plus proficiency in Word, Outlook and Excel, are essential.

Qualifications

• Excellent communication skills with clients and colleagues.
• Strong numerical accuracy and attention to detail.
• Proficient in Word, Outlook and Excel.

Responsibilities

• Support day-to-day accounts activities including billing and client onboarding.
• Assist with document production and record management.
• Liaise with clients, HMRC and internal teams to ensure accurate information handling.
• Prepare letters, invoices and forms; collate information from clients and providers.
• Support routine administration tasks and communicate with HMRC on behalf of clients.

Skills

Communication

Numerical skills

Attention to detail

Education

Business Administration qualification

Tools

Word

Outlook

Excel

Job description

• Join #TeamDA as a Accounts Administration Assistant

  We are looking for an organised, proactive and friendly Accounts Administration Assistant to join our team in our Dalston office, with the option to move to our Penrith office in the future. This is a fantastic opportunity for someone who enjoys working with detail, supporting others and delivering a high level of service to both clients and colleagues.

  About the Role

  As an Accounts Administration Assistant, you will support the efficient day to day running of our Accounts department. You will work closely with the team across a range of administrative tasks, including billing, client onboarding, document production, record management and HM Revenue & Customs (HMRC) administration. You will assist with the billing process, including sending fees to clients in a timely manner and supporting the team to ensure work is processed accurately and efficiently.

  You will also help make sure client information is handled correctly. This will involve liaising with clients, previous agents, HMRC, providers and internal teams to ensure information is received, recorded and shared with the right people. The role will include producing letters, invoices, forms and documents, collating information from clients and providers, maintaining accurate records, supporting routine administration tasks and communicating with HMRC on behalf of clients when required.

  You will have excellent communication skills, including the confidence to use the telephone and draft professional emails and letters. You will also need strong numerical skills, a high level of accuracy and the ability to use Word, Outlook and Excel to a high standard.

  Experience in an administrative role within an accountancy firm, a Business Administration qualification, or experience with document and record filing systems would be beneficial, but they are not essential.

  We are looking for someone who is friendly, professional and confident, with a strong client focused approach. You will be well organised, able to prioritise your workload and willing to support others to achieve team objectives.

  Why join #TeamDA?

  We are passionate about rewarding our people and offering the best opportunities for them, to grow, develop and progress both professionally and personally. Our benefits are competitive, from flexible working to enhanced annual leave (with service), 'give a day to charity' and your birthday off plus free financial advice and 4% employer pension contribution.

  About David Allen

  Established in 1997 and with a team of over 150 dedicated professionals working from our offices based in Carlisle, Dalston, Dumfries, Penrith and Workington. We provide our clients in Cumbria, Southwest Scotland and further afield, with a full business support package to ensure they can develop and succeed. Our services include specialisms in Accountancy, Tax, Financial Services, Agriculture, IT solutions, Debt Recovery, Payroll and Wills and Probate.

  From the very beginning, David Allen have been committed to great client care - blending the traditional values of business with the enthusiastic hands-on attitude of a modern team of professionals. You can read more about our story on our website. david-allen.co.uk/about/our-story/