Client Accounts & Operations Coordinator (UK) Work Setup & Schedule

Hybrid (2PM-11PM)

Job Overview We are seeking a highly organized and detail-oriented Client Accounts & Operations Coordinator who is a very good communicator—calm, confident, and influential. The ideal candidate can explain complex accounting and tax matters clearly while liaising effectively with clients and internal teams. This role requires knowledge of accounting and tax fundamentals, excellent communication skills, and proficiency in Microsoft Office and relevant UK regulatory platforms. The successful candidate will manage client onboarding, coordinate workflow, and provide day‑to‑day operational support, ensuring that client information and documentation are accurate, up‑to‑date, and processed efficiently. What you’ll be doing Client Onboarding & Setup

Set up new clients, including preparing engagement letters, obtaining HMRC authorizations, and collecting KYC documentation. Add new clients to shared workflow spreadsheets and monitor deadlines for each workflow.

Workflow Management & Coordination

Request initial data and documentation from clients and ensure timely follow‑up. Maintain daily communication with internal teams to track progress and ensure deadlines are met. Identify missing information early and coordinate with clients to obtain it. Update team members once required client information is received so work can progress efficiently. Notify Senior Manager when jobs are ready for review and update workflow status.

Task Allocation & Client Support

Allocate daily ad‑hoc client requests (e.g., reference requests, HMRC fines) to the appropriate team member and ensure completion. Prepare confirmation statements, obtain client approval, and submit to Companies House. Support team efficiency by monitoring workflow progress and identifying process improvements where possible.

Job Qualifications & Requirements

Strong understanding of accounting and tax fundamentals. Proficient in Microsoft Word, Excel, Outlook, HMRC website, and Companies House website. Well‑organized with excellent attention to detail and ability to manage multiple clients and tasks. Strong communication skills for coordinating with internal teams and clients. Ability to follow processes, maintain accurate records, and meet deadlines. Proactive, solution‑oriented, and able to work independently while supporting a team.

Desired Attributes

Experience in client onboarding, accounting operations, or bookkeeping support. Comfortable working in a fast‑paced environment with multiple stakeholders. Ability to identify gaps, streamline workflows, and improve operational efficiency. Excellent Communication Skills: The ability to communicate clearly and effectively with clients and internal teams, using appropriate tone, pacing, and diction. Able to convey ideas with confidence and influence, fostering collaboration, understanding, and strong working relationships.

What D&V Philippines can offer you D&V Philippines is a place where you can build and grow your career because we invest in your training and development. You’ll be a key player in our mission to deliver high‑quality, cost‑effective finance and accounting services for CFOs and professional services firms in Australia, Asia‑Pacific, Europe, the United States, and the United Kingdom. Benefits

Competitive salary with non‑taxable allowances Health and wellness benefits Vacation and sick leave credits Yearly company and employee performance bonuses Free meal during office days Parent‑friendly office Training and certifications CPD Training Assistance and PRC license renewal reimbursement Year‑round employee engagement activities

Seniority level Associate Employment type Full‑time Job function Administrative, Accounting/Auditing, and Finance Industries Outsourcing/Offshoring #J-18808-Ljbffr