Administration Apprentice

We are looking for a motivated and organised Data Administration Apprentice to join our friendly team in Hazlemere. This is an exciting opportunity for someone looking to begin a career in business administration, client services, and finance within a supportive and dynamic environment.

Reporting to the Practice Operations Administrator, you will support a wide range of business operations, covering practice administration, database maintenance, reception duties, and client service. You’ll be an integral part of the daily running of the practice and will gain valuable experience across multiple areas of an accountancy business.

This role is ideal for an individual with excellent communication skills, a proactive attitude, and a desire to learn and grow. As part of the TaxAssist Group, you’ll also benefit from access to the TaxAssist Training Academy and a structured development pathway within a national award-winning network.

Key Responsibilities:

• Handle telephone calls, emails, and front-desk enquiries professionally and efficiently
• Schedule appointments and assist in managing the office diary
• Own and execute client onboarding and offboarding processes, ensuring timely completion of all steps, including documentation, system setup or closure, AML checks, and internal communications
• Enter and maintain accurate, high-integrity data across client and practice systems, including CRM, workflow, banking, and bookkeeping systems, ensuring careful and secure, and GDPR-compliant handling of all personal and financial information
• Maintain up-to-date and compliant client records across our digital platforms
• Assist in document management processes, including scanning and digital filing
• Develop a confident working knowledge of all systems within the practice software suite, ensuring accurate and efficient use across all tasks
• Work with the Central Administration Team to support the practice teams with day-to-day office operations and monitor compliance with best practice processes as defined by the TaxAssist Practice Engine
• Support credit control activities, including monitoring outstanding balances, sending payment reminders, and supporting the collection process in coordination with the Practice Operations Administrator
• Assist with marketing activities, including seasonal campaigns and client communications
• Conduct basic compliance tasks, such as anti-money laundering checks and due diligence processes
• Provide administrative support on internal projects and operational initiatives, including process improvements, system updates, and change management activities
• Assist with the preparation of weekly practice KPI reporting and data collation
• Assist the Office Manager with day-to-day upkeep and presentation of the office/shop, ensuring the front-of-house environment is tidy, welcoming, and aligned with brand standards
• Complete all mandatory TaxAssist Academy Practice Administration training modules
• Any other duties, as directed by the Practice Operations Administrator, for which you are capable and qualified.

• Communication skills
• IT skills
• Attention to detail
• Organisation skills
• Customer care skills
• Problem solving skills
• Presentation skills
• Administrative skills
• Number skills
• Analytical skills
• Logical
• Team working
• Creative
• Initiative
• Non judgemental
• Patience

• English GCSE or equivalent, grade 4-9 (Essential)
• maths GCSE or equivalent, grade 6-9 (Essential)