Job title: Executive Personal Assistant (PA) (Corporate Finance and Transactions Tax)

Location: Birmingham (open to hybrid but 2-3 days in office required)

Contract: Full-time

Salary: Dependent on experience

Are you an experienced Personal Assistant (PA) looking for a new challenge where you can make a significant impact? Join us in supporting our Partners, and their teams, in a key role as we embark on ambitious growth plans to double in size over the next five years. This is the perfect opportunity for you if you want to be part of a firm where your contributions truly matter!

In this role, you will support the Partners by scheduling meetings, managing emails, assisting with pitching documents and researching potential purchasers for the Corporate Finance and Transactions Tax teams. You will also be responsible for the new client onboarding process including drafting engagement letters, conducting anti-money laundering checks, and entering information into our internal system. From supporting with events, to research and plenty of learning opportunities, this position offers a great deal of variety, with no two days being the same.

The ideal candidate will have at least 3 years of experience as a PA. Experience in a similar firm would be an added benefit.

The important work you will be doing:

• Collaborate with teams on team events and initiatives
• Filter and prioritise emails, providing administrative support for email management handling sensitive information confidentially
• Assist in the preparation of pitch documents and PowerPoint presentations
• Refine information memorandums (IMs) as needed
• Conduct research on potential purchasers and create profiles on those businesses
• Prepare and issue conflict check emails
• Oversee the onboarding process for new clients, including anti-money laundering (AML) compliance and engagement letters
• Complete ethical checklists for review
• Record targets and client information in our CRM (Workbooks)
• Prepare inventories of company books and records and manage the storage of these

The skills and experience you will bring:

• A minimum of 3 years of experience as a Personal Assistant
• Strong proficiency in Microsoft Office (PowerPoint, Excel, Word and Outlook))
• Ability to utilise company research databases (such as Fame and MarketIQ)
• Excellent time management skills
• Strong initiative and self-drive
• A proactive mindset - anticipating needs, taking initiative, and driving projects forward independently
• A curious mindset and a desire to continuously learn and grow
• A willing and approachable manner
• Experience in an accounting firm is beneficial, but not mandatory

Why PKF Smith Cooper?

• Our company culture, built on our values – Engage, Empower and Excel – encourages initiative, personal growth, and collaboration. Every team member is appreciated and celebrated; a notion embodied in our Kudos Reward Scheme.
• The firm’s Partners, who remain actively invested in the development of employees, will both support and champion your professional development and progression.
• We work with ambitious businesses of different sizes across a variety of sectors, so no two jobs are the same.
• We are multi-award-winning accountants and business advisors, ranked the 12th biggest firm by UK fee income in the Accountancy Age Top 50+50

Why Birmingham?

The 2^nd largest city in the UK, Birmingham offers a diverse culture and entertainment scene with plenty to see and do, from a shopping trip to the Bullring or a show at Birmingham Hippodrome. Birmingham has been the heart of innovation in the UK since the Industrial Revolution, and is full of growing industries, great career opportunities and well-connected transport links across the country

PKF International

As an active member of PKF International, we are part of a large global network of legally independent accounting firms.

Located in the 5 fastest growing global markets, we have ground presence in 150 countries and span across many jurisdictions.

An ambitious, future-focused network, PKF provides a comprehensive range of services. Operating in unison with member firms across the world, we are able to share our ideas, expertise, and specialist resources to better serve our clients, delivering highly-personalised services and global connectivity through our client-centric culture. 

What's in it for you?

Our benefits package has been designed around our people and shaped by our values. As part of Team PKF Smith Cooper, here are some of the things you can expect:

• A working environment that empowers you to perform at your best, through our flexible working policy and dress for your diary scheme - Hybrid working during your probation period is subject to manager discretion 
• Time to do what matters to you – 25 days annual leave plus statutory bank holidays, the option to reduce annual hours for additional annual leave, and your birthday off, on us. Long-serving employees can also request a sabbatical, giving you the chance to make truly unforgettable memories
• Rewards for those who actively embrace and embody our values and culture through our Kudos Reward Scheme
• Regular social events and annual, company-wide away days, giving you the opportunity to engage with colleagues across your division and office, as well as the wider firm
• Bonus referral schemes for introducing new talent or clients so that when we benefit, you do too
• Life doesn’t stop at the end of the working day and neither do our benefits. We also offer life assurance, discounts on a huge variety of retailers through the PKF Smith Cooper Rewards Scheme, and cashback on healthcare (including dental visits, physiotherapy etc) through Healthshield

How to apply?

Apply now if you believe you have what we are looking for! Even if you do not tick 100% of the boxes, we would encourage you to apply. To do so, please upload a copy of your CV and a covering letter to our job portal. 

Should you have any questions, please contact a member of the HR team - email recruitment@pkfsmithcooper.com or call 01332 332021. 

Please note that whilst we welcome and encourage individuals of all backgrounds to apply for our vacancies, we are unfortunately unable to accept applications from candidates requiring a visa to work in the UK.

Please no agencies unless we have contacted you directly.