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UK Accounting Practice Administrator: UK ACCOUNTING PRACTICE EXPERIENCE ESSENTIAL

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24 Sept 2026 by BO-SMART

UK Accounting Practice Administrator: UK ACCOUNTING PRACTICE EXPERIENCE ESSENTIAL

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Job Description

We are looking for a highly organised and detail-oriented Administrator with at least 2 years’ hands-on experience working within a UK Accounting Practice.

The successful candidate will support the practice with client onboarding, administration, document management and day-to-day coordination, ensuring that new and existing clients are processed accurately and efficiently.

This role would suit someone who understands the administrative processes of a UK accounting environment and is comfortable working with confidential financial and client information.

Responsibilities

Manage the client onboarding process from initial setup through to completion.
Collect, check and organise client information and supporting documentation.
Complete and maintain client records and onboarding documentation.
Assist with AML/KYC and client verification processes.
Ensure all required client information is complete, accurate and up to date.
Liaise with clients to request outstanding information and documentation.
Maintain accurate electronic filing and document management systems.
Assist accountants and practice managers with general administrative tasks.
Prepare and process client correspondence and administrative documentation.
Update internal systems, databases and practice management platforms.
Monitor onboarding progress and follow up on outstanding actions.
Assist with Companies House, HMRC and other UK accounting-related administrative processes where required.
Support the practice with general client administration and data management.
Handle confidential client and financial information professionally.
Ensure administrative tasks are completed accurately and within required deadlines.

Required Skills

Minimum 2 years' experience in a UK Accounting Practice.
Proven experience in client onboarding and administration.
Understanding of UK accounting practice procedures and terminology.
Experience with AML/KYC and client verification is highly advantageous.
Familiarity with HMRC and Companies House processes is advantageous.
Strong administrative and organisational skills.
Excellent attention to detail and accuracy.
Strong written and verbal English communication skills.
Confident communicating with UK clients professionally.
Good computer literacy and ability to learn new systems quickly.
Experience with accounting/practice management software is advantageous.
Ability to manage multiple tasks and deadlines independently.