Client Services Liaison / Executive & Operations Support TaxRefundsRUs
Provided remote executive and operational support to two directors at a UK tax practice. Managed inboxes, diaries, schedules, follow-ups, client communications, documentation, CRM tasks, and limited-company tax administration.
Acted as a contact for clients, colleagues, and HMRC across email, telephone, post, CRM, and social media. Supported appeals, withdrawals, PAYE queries, client onboarding, 64-8 and online authorisations, CIS administration, and sensitive client issues.
Coordinated the Making Tax Digital onboarding drive from March to June 2026, supporting a team of three with more than 300 client sign-ups using Excel trackers, Teams Planner tasks, and templated communications. Resolved registration mismatches through information gathering and HMRC liaison, and documented ongoing processes in an SOP.