Client Liaison – Workflow Facilitator

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🔥 3 hours ago

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RecruitMyMom

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2012

💼 Consulting

📦 Logistics

📣 Marketing

Consulting • Logistics • Marketing

RecruitMyMom is a specialist talent agency in South Africa focused on empowering women by providing access to skilled job opportunities. With a commitment to diversity and flexibility, the agency connects professional mothers and independent contractors with employers seeking reliable talent for both full-time and part-time positions across various industries. They offer services including background checks, psychometric testing, and access to a wide range of professions, from virtual assistants to fractional executives.

📋 Description

• Oversee active work delivery across the entire firm, tracking accountant progress against designated timelines for all types of work to ensure completion shortly after year-end and well ahead of statutory deadlines. • Monitor the overall practice management software dashboard systematically, checking and confirming that the correct jobs are active for each individual client across the multi-disciplinary team. • Generate weekly deadline reports to formally flag work that is falling behind schedule within the internal production team. • Obtain 64-8 client tax agent authorisations, assign clients on the HMRC Government Gateway agent portal, configure required digital logins, and set up Income Tax Viewer access. • Administer tax number registrations, manage annual compliance checks on all accountants to verify up-to-date memberships, professional insurance, and CPD records, and handle new accountant onboarding. • Manage the shared central administrative mailbox alongside personal correspondence networks, and answer incoming office phone lines routed through internal computer applications. • Identify and drive operational process improvements through to implementation, keeping corporate process maps accurately updated to reflect real-time practices. • Manage project roll-outs and direct the practical implementation of evolving statutory updates and regulatory changes from authorities. • Document and track internal data metrics related to work won and work lost to support business growth monitoring. • Execute ad hoc office administration tasks daily, while providing robust operational backup and holiday cover for other team members during leave cycles.

🎯 Requirements

• First language English speaker with an excellent command of written and spoken English. • Minimum of 5+ years of experience in an administrative, practice support, or client services role, ideally within an accountancy or professional services environment. • Proven experience working with practice management software and a high level of comfort tracking dashboards and workflow delivery across a team. • High level of personal organisation, with an eye for deadlines and a demonstrated ability to track and chase progress across multiple consultants concurrently. • Strong communication and client relationship skills, showing absolute professionalism, diplomacy, and a supportive demeanor when navigating client queries. • Proficient with cloud-based professional systems and standard office utility software, combined with a proactive multi-tasking approach and the ability to work autonomously. • Documented willingness to undergo a mandatory pre-employment Qualification Authenticity Check and criminal record verification.

🏖️ Benefits

• Full operational training on internal company systems and UK statutory portal requirements is provided to the incumbent. • Embedded within a supportive, friendly, and forward-thinking digital-first team environment. • Practical opportunity to develop comprehensive, specialised UK professional services and compliance experience from South Africa.