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Client Administrator - Private Client

Date: Dec 5, 2018

Location: Leeds, United Kingdom

Company: KPMG UK

AutoReq ID139319BR
Job TitleClient Administrator - Private Client
CountryUnited Kingdom
LocationLeeds
FunctionTax
Service LinePrivate Client
Service Line InformationKPMG's Tax practice is a dynamic and successful area of our business. A constantly changing and increasingly high-profile field, Tax can offer a surprisingly broad range of quality career paths to ambitious people. Working in the Private Client department at KPMG will give you the opportunity to develop relationships with a variety of clients, from Executives of multi-national firms to professional sportsmen, entertainers and senior members of private equity firms who may be tax resident in a range of jurisdictions as you work with entrepreneurial businesses, shareholder owned companies and high net worth individuals providing a mixture of advice and compliance services.

KPMG OverviewKPMG is part of a global network of firms that offers Audit, Tax & Pensions, Consulting, Deal Advisory and Technology services. Through the talent of over 16,000 colleagues, we bring our creativity and insight to our clients’ most critical challenges.

With offices across the UK, we work with everyone from small start-ups and individuals to major multinationals, in virtually every industry imaginable. Our work is often complex, yet our vision is simple: to be the clear choice for our clients, for our people and for the communities we work in.

Job Description
We are currently looking for a Client Administrator and Trust Bookkeeper to be based in Leeds supporting our Private Client team (primarily the Trust team).

The successful candidate will be required to deliver an exceptional standard of Client Admin support to client facing engagement team(s) within the Firm. This is a collaborative and demanding role whereby the individual will be required to understand, support and significantly contribute to the continued success of KPMG. The individual will be proactive, accountable and responsible for their own workload, handling confidential data and information professionally.

Roles and Responsibilities:

- Bookkeeping on our trust accounts software, CCH Trust Accounts, from bank statements, broker reports and other sources of financial information
. Facilitate the Client and Engagement Acceptance process
- Preparation of Engagement Letters and Multi-Firm Engagements from standard templates
- Preparation of ad-hoc simple standard letters
- Liaising with client teams to monitor the requesting and receipt of client information and responses
- Checking client tax payments using out HM Revenue and Customs online portal
- Provide support with respect to fee drafting
- Provide support with respect to our Electronic post process
- Provide occasional support with respect to our client and contact data system.

Client service

- Where necessary, review and improve processes to ensure an optimal service for client facing engagement teams is delivered, advocating best practice in all areas in the role
- Be client focused, understand expectations and requirements of your client facing engagement teams and ensure the needs of both internal and external clients are met

Communication and relationship building

- Build and maintain collaborative working relationships with all colleagues and clients, where appropriate and necessary
- Demonstrate rapport, empathy, and professionalism when communication with all parties
- Utilise your internal and external networks to help you solve problems and devise effective solutions
- Demonstrate a high standard of communication skills

Knowledge, Skills & Experience:

- Experience of working in a fast paced corporate environment
. Ability to adapt quickly to working with a variety of software
- Ability to work with minimal guidance and supervision
- Efficient organisation skills, with a very high degree of accuracy and an ability to prioritise an often conflicting workload
- Exercise confidentiality, discretion and personal sensitivity in all aspects of the role
- Demonstrate flexibility and resilience
- Seek to continuously develop in order to enhance and acquire knowledge, skills and expertise
- Intermediate skills in Microsoft Word, PowerPoint, Excel and Outlook
- 5 GCSE’s/O’Levels or equivalent at grades A-C including English and Maths

Our DealIf the chance to work with interesting clients and innovative technology wasn’t rewarding enough, we’ll motivate you in other ways too. At KPMG you can expect real responsibilities and opportunities to grow professionally.


‘Our Deal’ sets out all the different ways you’ll be rewarded at KPMG. Among other things you can benefit from honest conversations about your career as well as a range of other rewards. In all these ways and more, we have created an environment that can bring out the best in you.

Flexible WorkingWhile some of our client-facing professionals can be required to travel regularly, and at times be based at client sites, we are supportive where possible of helping you to achieve a balance between your home and work demands.

We are happy to discuss individual requirements and our range of flexible working arrangements could be of interest. Furthermore, as part of the recruitment process, we can put you in touch with people who work flexibly so you can understand from them what our culture is like.

Applying with a DisabilityKPMG are proud to be an inclusive, equal opportunity employer and we seek to attract and retain the best people from the widest possible talent pool. As a member of the Business Disability Forum we're committed to ensuring that you are treated fairly throughout our Recruitment Process. Should you be successful after the initial application stage, please discuss any reasonable adjustments that you may require, with your recruitment contact.

KPMG's commitment to diversity

We are proud of the value we place on individuality; we want you to bring your full self to work and truly maximise your potential. We believe that your individuality helps us to deliver the best results for our clients. Diversity of background, diversity of experience, diversity of perspective - that's the KPMG difference. But, don't take our word for it, find out more about diversity at KPMG.



Returning to work after a break
At KPMG, we appreciate that returning to work after an extended career break can be daunting. We understand that those with experience who have taken a career break have a wealth of experience and knowledge to offer our organisation, which helps us to achieve our business goals. We will support you to refresh your skills, develop your confidence and provide a supportive network across the firm to help you best integrate into the working environment. This role welcomes applications for individuals who have been out of work for 18 months or more and who have previous relevant experience.

Policy for Agencies

KPMG has a commitment to sourcing candidates directly and as such we do not accept speculative CV’s from agencies. Please check here to see our policy on agencies: Policy


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