ABOUT US

Established in 1975, Sopher + Co is a trusted business adviser of choice for entrepreneurs, owner-managed businesses, high net worth individuals, professional partnerships, and expats. Our roots in Elstree led to our early client base in the media and entertainment industry. Since then, we have grown immensely, with our portfolio now spanning over 20 industries. Our success is within our people - with endless opportunities and open-mind approach, Sopher + Co is a place where you can drive your career and ambitions forward, sharing and promoting our commitment to excellent client experience.
We are looking for a Personal Assistant to provide full day to day support to our Tax director. Based in our Borehamwood office, you will provide an efficient and smooth service, including extensive diary management and administration support. This is a fast paced and demanding role with a lot of interaction, both supporting the Director and the wider team. Through your commitment and talent, you will make a significant contribution to the growth and ongoing success of the firm from the outset.

Day to day duties include, but are not limited to:

• Processing correspondence, ensuring that incoming correspondence is dealt with on Tax Directors behalf, or as appropriate.
• Completing IHT and Probate forms.
• Responsibility for new client set up files and updating of CCH.
• Preparing and keeping contact lists up to date.
• Receiving and dealing with telephone calls professionally, re-directing or taking messages and using initiative to deal with queries.
• Extensive diary management, assessing priority of appointments and reallocation as necessary.
• Arranging meeting and travel logistics as and when required.
• Maintain client confidentiality at all times in accordance with Sopher + Co LLP Policies and Procedures.
• Diary and email management
• Basic HMRC form filling
• Drafting of email replies
• Preparing expenses sheets and timesheets as necessary
• Ensuring all client correspondence is filed and up to date on the relevant systems, sending engagement letters and dealing with money laundering requirements
• Any other duties as requested, including ad hoc tasks

• Processing correspondence, ensuring that incoming correspondence is dealt with on Tax Directors behalf, or as appropriate.
• Completing IHT and Probate forms.
• Responsibility for new client set up files and updating of CCH.
• Preparing and keeping contact lists up to date.
• Receiving and dealing with telephone calls professionally, re-directing or taking messages and using initiative to deal with queries.
• Extensive diary management, assessing priority of appointments and reallocation as necessary.
• Arranging meeting and travel logistics as and when required.
• Maintain client confidentiality at all times in accordance with Sopher + Co LLP Policies and Procedures.
• Diary and email management
• Basic HMRC form filling
• Drafting of email replies
• Preparing expenses sheets and timesheets as necessary
• Ensuring all client correspondence is filed and up to date on the relevant systems, sending engagement letters and dealing with money laundering requirements
• Any other duties as requested, including ad hoc task