Data Administration Apprentice
TAX ACCOUNTANTS (HERTS) LTD
HARPENDEN (AL5 1QQ)
Closes in 19 days (Tuesday 24 June 2025)
Posted on 29 May 2025
Contents
Summary
Are you looking to build a long-term career in Data Administration and Practice Finance? Start your career with a Level 3 apprenticeship with TaxAssist Accountants and Solveway Apprenticeships. You will gain valuable workplace experience whilst working towards the Data Administration qualification.
- Wage
-
£15,000 a year
Check minimum wage rates (opens in new tab)
£15,000 for the first 12 months, raising to at least the National Minimum Wage for your age thereafter.
- Training course
- Data technician (level 3)
- Hours
-
Monday- Friday
8.30am- 5.00pm
37 hours 30 minutes a week
- Start date
-
Wednesday 25 June 2025
- Duration
-
1 year 5 months
- Positions available
-
1
Work
Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.
What you'll do at work
This apprentice position is responsible for the practice administration, bookkeeping, client support and front office reception at our Harpenden office.
This is an excellent opportunity for a capable individual who enjoys working as part of a team to deliver excellent client service. The ideal candidate will be looking to develop their skills in a rapidly growing and dynamic, multi-office business using industry leading software applications with support from a multi award winning national accountancy network.
Key Responsibilities:
- Answer telephone calls, emails, front office reception enquiries and arrange meetings in a timely, courteous and efficient manner
- Support practice banking, bookkeeping, credit control and supplier payment activities accurately posting transactions to practice and client records
- Accurately update and maintain client records and database applications
- Support digital document management and scanning activities
- Support marketing and brand awareness duties including developing and delivering key seasonal client campaigns
- Support maintenance of practice compliance activities including anti-money laundering and due diligence checks.
- Support Senior Management Team in collating weekly KPI’s to work towards the HRH team and Client Partner portfolio targets for the financial year
- Complete all TaxAssist Academy Practice Administration courses
Job Requirements:
- Quality of work:accuracy, thoroughness, completeness. Assignments are completed using standard work-papers/templates to a high standard that are ready for review. Partners can complete their reviews and communicate with the client within assigned review budgets. All in and out client correspondence is filled in TaxCalc and Virtual Cabinet
- Administration: Checks fees, raises invoices on time, follows up on unpaid debts, and completes accurate time records
- Productivity: assignments are completed within the budgeted time and costs (to achieve 3 X salary & NI fee target) which are always checked before commencing work. Colleague always checks the agreed Client “Record Quality” factored into client fees and escalates any issues with the Partners for resolution with the client before spending time
- Client Development & Satisfaction: Clients worked on are satisfied with our service and would rate us a minimum of 8 or 9 out of 10. They would recommend us to their friends and family. Client concerns/issues are escalated to Partners. Client requests and communications are acknowledged within 1 day and fully responded to within agreed time frame. Opportunities to broaden our services to clients are identified. Where our services are appropriate personal contacts are introduced as new clients.
- Teamwork and Communication: Colleague is a positive and effective team player. Treats colleagues with dignity and respect. Communicates issues or problems within the team and with the Partners as necessary. Helps colleagues
Desired Personal Qualities
- A friendly, open personality with excellent interpersonal and client service skills
- A person who enjoys working as part of a dynamic team
- Excellent telephone manner and skills
- Excellent time management and multi-tasking prioritisation skills
Where you'll work
126 SOUTHDOWN ROAD
HARPENDEN
AL5 1QQ
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
College or training organisation
SOLVEWAY LIMITED
Your training course
Data technician (level 3)
Understanding apprenticeship levels (opens in new tab)
What you'll learn
Course contents
- Source and migrate data from already identified different sources.
- Collect, format and save datasets.
- Summarise and explain gathered data.
- Blend data sets from multiple sources and present in format appropriate to the task.
- Manipulate and link different data sets as required.
- Use tools and techniques to identify trends and patterns in data.
- Apply basic statistical methods and algorithms to identify trends and patterns in data.
- Apply cross checking techniques for identifying faults and data results for data project requirements.
- Audit data results.
- Demonstrate the different ways of communicating meaning from data in line with audience requirements.
- Produce clear and consistent technical documentation using standard organisational templates.
- Store, manage and distribute in compliance with data security standards and legislation.
- Explain data and results to different audiences in a way that aids understanding.
- Review own development needs.
- Keep up to date with developments in technologies, trends and innovation using a range of sources.
- Clean data i.e. remove duplicates, typos, duplicate entries, out of date data, parse data (e.g. format telephone numbers according to a national standard) and test and assess confidence in the data and its integrity.
- Operate as part of a multi-functional team.
- Prioritise within the context of a project.
- Source and migrate data from already identified different sources.
- Collect, format and save datasets.
- Summarise and explain gathered data.
- Blend data sets from multiple sources and present in format appropriate to the task.
- Manipulate and link different data sets as required.
- Use tools and techniques to identify trends and patterns in data.
- Apply basic statistical methods and algorithms to identify trends and patterns in data.
- Apply cross checking techniques for identifying faults and data results for data project requirements.
- Audit data results.
- Demonstrate the different ways of communicating meaning from data in line with audience requirements.
- Produce clear and consistent technical documentation using standard organisational templates.
- Store, manage and distribute in compliance with data security standards and legislation.
- Explain data and results to different audiences in a way that aids understanding.
- Review own development needs.
- Keep up to date with developments in technologies, trends and innovation using a range of sources.
- Clean data i.e. remove duplicates, typos, duplicate entries, out of date data, parse data (e.g. format telephone numbers according to a national standard) and test and assess confidence in the data and its integrity.
- Operate as part of a multi-functional team.
- Prioritise within the context of a project.
Your training plan
Training Biweekly classes (length 3 hours) alternating between Data+ and Excel/Power BI (NB: Exams optional)
Requirements
Essential qualifications
GCSE in:
- English (grade 4)
- Maths (grade 4)
Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship to reflect what you already know.
Skills
- 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
About this company
At TaxAssist Accountants, we know that our people are key to the success of our company. We hire people who are talented, career driven and who embrace our values of delivering excellent client service through collaborative teamwork. Experience the rewarding and varied nature of working with small businesses and individuals in a friendly local business atmosphere. Work for an employer who invests in colleague career development with significant opportunities for growth and development including ongoing training provided by the TaxAssist Academy.
After this apprenticeship
- After successfully completing the Data Technician Level 3 course, you will have the opportunity to progress to a more senior position within the company and take on more responsibilities
Ask a question
The contact for this apprenticeship is:
SOLVEWAY LIMITED
Catherine Wingrove
catherinewingrove@solveway.co.uk
The reference code for this apprenticeship is VAC1000323160.
Apply now
Closes in 19 days (Tuesday 24 June 2025)
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After signing in, you’ll apply for this apprenticeship on the company's website.