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Tax Team Support Coordinator
Ballards LLP. Provide administrative, client, project and team coordination support to the Private Client Tax Services and Corporate and Associated Tax Team .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong organizational and administrative capabilities, with expertise in project coordination, client management, and business development support. Proficient in maintaining accurate records and facilitating effective communication within teams and with clients.
Highest-signal resume keywords
Project CoordinationClient ManagementBusiness Development SupportAdministrative SupportAttention to Detail
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Office CoordinationProject AdministrationDocument PreparationWorkflow ReportingCRM SystemsBilling SystemsPractice Management SystemsXPM Job CodesEmail ManagementEvent Logistics
Soft Skills
Organizational SkillsTime ManagementCommunication SkillsInitiativeCollaboration
Tools & Technologies
ZohoXPM
Certifications & Qualifications
Business Administration QualificationProfessional Services Qualification
Industry Keywords
Tax ComplianceAdvisory WorkProfessional ServicesAccountancyLegal
About the role
Key responsibilities & impact- Provide administrative, client, project and team coordination support to the Private Client Tax Services and Corporate and Associated Tax Team
- Organise client and prospect activities, coordinate projects and workflows, support business development and administer specialist tax compliance and advisory teams
- Maintain prospect opportunities and business development records in Zoho
- Provide administrative support for work in progress, billing and project coordination
- Coordinate engagement letters, professional clearance, outgoing client transfers, disengagements and client onboarding with the Compliance Officer
- Organise internal team meetings and communications, track agreed actions and follow up on client and project matters
- Maintain staff planning tools and produce workflow reports
- Manage diaries and coordinate meetings with clients, prospects, intermediaries and internal teams
- Liaise with the Office Coordinator regarding meeting rooms, refreshments and visitor requirements
- Monitor delegated inboxes, prioritise emails and take proactive action where appropriate
- Assist with drafting routine email responses
- Prepare and format documents, reports, presentations, meeting packs, advisory memos and templates
- Issue client information requests, monitor responses and follow up on outstanding information
- Scan departmental client records and arrange the return of original documents where required
- Set up and maintain XPM job codes
- Organise training sessions, team events and away days
- Assist with travel arrangements, accommodation bookings and event logistics
- Provide administrative support for advisory projects and client/prospect meetings
Requirements
What you’ll need- A good standard of general education and experience in administration, office coordination, reception or a similar client-facing role
- Excellent organisational, planning and time management skills, with the ability to manage competing priorities and meet deadlines
- Strong written and verbal communication skills, with the ability to build effective relationships with colleagues, clients, partners and intermediaries
- High levels of accuracy, attention to detail and discretion, alongside a professional and proactive approach
- The ability to use initiative, work collaboratively and recognise when matters need to be referred or escalated
- A willingness to develop knowledge of specialist tax compliance and advisory work
- A relevant business administration or professional services qualification
- Experience in accountancy, tax, legal or another professional services environment, with familiarity with CRM, billing or practice management systems
- Experience supporting business development, project administration and process improvement
Benefits
Comp & perks- Hybrid working
- A supportive, collaborative culture
- Genuine career development opportunities
- The opportunity to influence finance transformation projects
- A competitive salary and benefits package