PERSONAL ASSISTANT TO SUPPORT PARTNER AT ACCOUNTANCY FIRM

19 London; London Borough of Harrow; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading accountancy firm in Harrow is seeking an experienced Personal Assistant to support a key Partner. The role involves extensive diary management, client interactions, and administrative duties, requiring strong communication and organisational skills. Competitive salary and performance bonus offered.

Qualifications

• Minimum of 3 years' experience as a PA in a professional environment.
• Fluency in English to mother-tongue level.
• Excellent verifiable references.

Responsibilities

• Extensive diary management for the Partner.
• Prepare documents and internal/external communications.
• Oversee the partner’s client portfolio.

Skills

Organisational skills

Communication skills

Proactive attitude

Confidentiality

Tools

Microsoft Office

Excel

CCH

SAGE

Quickbooks

Xero

Job description

We have an excellent opportunity for an experienced Personal Assistant to join a well-established and highly-regarded accountancy firm based in Harrow, London. The firm has a long-standing reputation for excellence in financial and consultancy services and is looking to appoint a PA to support one of its key Partners.

In addition to this 1:1 support, the PA will also assist the wider team with occasional administrative and organisational duties. This is a collaborative team, and requires a PA who is flexible and able to support with a wide range of responsibilities. This role requires exceptional organisational skills, strong communication abilities, and a proactive approach to handling a busy schedule and dynamic workload. The Partner is professional, driven, energetic and has a growing portfolio – he is looking for a self-starting PA to assist him with this increased workload.

Usual working hours are from 9am to 5:30pm, with flexibility required at times. There is a competitive salary on offer, as well as a performance bonus.

DUTIES TO INCLUDE:
• Extensive diary management for the Partner
• Prepare documents and internal/external communications
• Spreadsheet creation and management using Excel
• Act as a point of contact on behalf of the Partner
• Provide administrative support to the partner and the wider team
• Oversee the partner’s client portfolio to ensure that the firm’s filing obligation for clients are undertaken on a timely basis.
• Undertake fee proposals for new clients and identify selling opportunities.
• Meet prospective clients and also pick up new enquiries that are received.
• Undertake tax planning for both personal and corporate clients.
• Write reports and memos in respect of tax advice that will need to be provided to clients.
• Review business plans and forecasts to support immigration applications.
• Undertaking final review of accounts, and tax returns, and discussing with clients.
• Approving client packs for the secretary to publish to clients.
• Undertaking presentations locally and at international conferences/networking events.
• Provide administrative support to the partner and the wider team

ESSENTIAL CRITERIA:
• Minimum of 3 years' experience as a PA in a professional environment (ideally finance or accountancy, but this is not essential)
• Strong verbal and written communication skills
• Ability to undertake work independently and bring new ideas to the practice.
• Fluency in English to mother-tongue level
• Excellent organisational skills and a proactive attitude
• Proficient in Microsoft Office, an expert in Excel
• Additional software required: CCH, SAGE, VT Transaction, Receiptbank, Quickbooks, Xero, CCH
• High level of confidentiality and professionalism
• Hardworking and driven
• Excellent verifiable references