Personal Assistant to Tax Partners
West End, London | Office Based | Excellent Benefits
Are you PA looking for a role where you'll be genuinely valued, trusted and become an integral part of a friendly, close-knit team?
Our client, a highly respected and well-established Chartered Accountancy practice in London's West End, is looking for a polished and proactive PA to support two Business and Private Client Tax Partners. This is an opportunity to join a collaborative firm with an exceptional reputation, where many employees have built long and rewarding careers thanks to its supportive culture and positive working environment.
This is far more than a traditional diary management role. You'll become the Partners' trusted right-hand person, ensuring they remain organised, clients receive an exceptional service, and the team operates efficiently. If you enjoy variety, building strong relationships and taking ownership, this could be the perfect next step.
The Role
Working closely with two busy Partners, your responsibilities will include:
- Complex diary and inbox management using Microsoft Outlook
- Managing meeting schedules, room bookings and forward planning
- Preparing correspondence, reports, proposals and client documentation
- Drafting responses to emails and handling correspondence on behalf of the Partners
- Regularly reviewing priorities and outstanding actions with the Partners
- Supporting billing, fee notes, timesheets, expenses and financial administration
- Assisting with client onboarding, engagement procedures and AML documentation
- Attending team meetings, taking minutes and following up on action points
- Coordinating tax training and development for the wider team
- Maintaining accurate digital records and confidential information
- Providing occasional reception and telephone cover alongside the wider support team
About You
You'll be a confident and highly organised PA who enjoys working in a professional services environment and thrives on keeping busy people one step ahead.
You'll ideally have:
- Previous experience as a Personal Assistant, Executive Assistant or Senior Team Assistant
- Experience gained within accountancy, financial services, legal or another professional services environment
- Exceptional organisational and time management skills
- Excellent written and verbal communication
- A proactive, positive and solutions-focused approach
- The ability to manage confidential information with discretion
- Strong Microsoft Office skills, particularly Outlook, Word and Excel
- Experience using CCH would be advantageous but is not essential
What's on Offer?
As well as joining a genuinely welcoming and supportive team, you'll enjoy an excellent benefits package including:
- 22 days annual leave plus Bank Holidays
- Private Medical Insurance
- Enhanced employer pension contributions
- Flexible working with early finish Fridays (subject to business needs)
- Weekly Pilates classes during working hours
- Paid volunteering leave
- Wellbeing initiatives and mindfulness subscriptions
- Cycle to Work scheme and Santander Cycle discounts
- Enhanced parental leave
- Death in Service cover
- Sabbatical scheme
- Long-term career development within a highly regarded firm
This is a fantastic opportunity for an experienced PA looking to join a business where people are genuinely appreciated, teamwork is encouraged, and you'll have the chance to build lasting relationships with both colleagues and clients.
If you're looking for a varied, fast-paced role within a professional yet friendly environment, we'd love to hear from you.