Client Service Assistant, Corporate Tax - London

About Crowe

Crowe is a leading national audit, tax, advisory and risk firm with global reach and local expertise. We are an independent member of Crowe Global, one of the top 10 accounting networks in the world, with access to more than 38,000 people in more than 145 countries and across 700+ offices globally.

We pride ourselves on looking after our people, whether you’re working in corporate tax, statutory audit or you’re a marketing or HR specialist, at Crowe we invest in our people to help them be the best they can be.

We understand that it is often the culture and values of a firm that are most important when looking for a new workplace, that’s why at Crowe our people-focused culture means we value new ideas and innovation, and welcome people who are committed to making a different by delivering excellent services to our people, clients and communities.

Working with client facing teams to ensure that onboarding compliance for new and existing clients is undertaken as efficiently as possible:

• Understand the firm’s on-boarding system in particular the Know Your Client (‘KYC’) requirements and New Risk Client Assessment process.
• Assist in the collation of the requirement documentation from either the client service team or where appropriately delegated in order to fulfil KYC requirements.
• Draft required KYC forms and New Risk Client Assessment forms on system.
• Proactively chase approvals as required.
• Assist in setting up required client codes within Star PDM (Billing System).
• Raise with Partner/Manager any issues regarding onboarding process.
• Draft engagement letters based on criteria provided by client facing team.
• Assist, when requested with WIP analysis on client accounts within billing system.
• Proactively assist in the managing of WIP balances within the team and chase where appropriate if fees should be raised.
• Review “suspense” code for department and ensure that balance is reduced to zero as new client codes are created.
• Raise and issue bills for clients based on criteria agreed with client facing team.
• Support the team in respect of ad-hoc administrative tasks that may arise.

Performance Objectives/Targets

• Performance objectives and targets will be set for the main duties above at least annually by the Department Director. These will reviewed against performance targets regularly.
• Objectives and targets will also be set and performance reviewed in respect of the personal qualities listed in the person specification.

Personal Attributes

• Effective communication and interpersonal skills.
• Ability to understand the needs of the client and act accordingly.
• Effective time and project management skills, being able to manage multiple assignments within the required timeframes.
• Ability to use own initiative and think independently in order to resolve issues
• Ability to work effectively within a team environment.
• Excellent IT capability – understanding of the application of IT systems to improve work practices.
• Is pro-active and enthusiastic, looking for business opportunities and methods of improving service delivery.

Why choose Crowe?

Crowe is where talented people can realise their potential, are successful and enjoy what they do by making a positive difference to our clients, communities and each other.

Our vision is to be recognised as essential to the future success of our clients by helping them to answer tomorrow’s questions, and make smart decisions that have lasting value through the highest quality audit, tax, advisory and risk services.

We offer you an opportunity to continue your career and work for a firm that offers stability and knowledge. In addition you can work alongside experienced professionals who put the client at the heart of everything they do.

At Crowe, you will find the expertise, the resources and, above all, the commitment to help you build a satisfying and rewarding career. In return we can offer you continued career development, highly competitive salaries and flexible benefits. Plus an opportunity to work for a firm that truly values its people.

Crowe is committed to equal opportunity and diversity in recruitment and employment. We value the differences that a diverse workforce brings to our organisation and believe that diversity and inclusivity are key drivers of effectiveness and in providing our clients with a quality service.

Entry and progression within the firm is determined solely by the application of objective criteria, personal performance and merit.

We want to create the best environment for our staff to thrive. We recognise the importance of offering a flexible approach to our working environment and we would be happy to discuss with you further.

Closing Date: 24 December 2021

For further information, and to apply, please visit our website via the “Apply” button below.