Client Account Coordinator - Tax Centre of Excellence
KPMG
Glasgow, United Kingdom
2d ago

We are currently looking to recruit driven and enthusiastic administrators on fulltime, Monday to Friday permanent contracts to be based in TPL (Tax, Pensions& Legal) Managed Services in Glasgow.

Providing a consistent point of contact for our Client Service and Tax Technical Teams,the role entails end to end client coordination from the initial on-boarding,through the engagement setup process and culminating in the issue to the client of billing invoices.

Experience of contract compliance risk, portfolio management and invoice billing would be preferential as the role supports a variety of tax teams around the UK and willhave close interaction with stakeholders at all levels.

Main duties include :

  • Managing a client portfolio and acting as the single point of contact for various Risk / Billing admin activities
  • Liaising with client and other KPMG teams for information required to complete client acceptance and risk procedures e.
  • g. risk input templates and risk document pack, requesting information from overseas offices where applicable.

  • Take ownership for all engagement risk related enquiries
  • Review finance work in progress and identify overruns
  • Analyse contracts to ensure all services are appropriately charged
  • Hold telephone review meetings with Client Service Teams to escalate profitability or net sales challenges
  • Issue billing invoices to clients after checking for accuracy
  • Knowledge, skills and experience

  • Good time management and an ability to be organised
  • Shows analytical thinking and is prepared to solve any problem
  • Able to recognise and use common technical systems such as MS Word, Excel etc.
  • Comfortable at all levels of client / stakeholder contact
  • Previous experience in a similar role in another large professional firm is ideal
  • Ability to establish and maintain good relationships with colleagues internally and externally and with clients to achieve results andenhance business performance
  • Strong interpersonal / communication skills both written and verbal. Communicates with impact, in a way that is open, honest, consistent and clear
  • Takes personal responsibility and accountability for own work.Sustains a high level of drive, shows enthusiasm and a positive attitude when coping with pressure at work
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