Role Overview: Are you interested in using your PA experience to support senior colleagues as they provide excellent client service within a growing team? We have an opportunity for a highly organised and proactive PA to support two Private Client Tax Partners in our City of London office. The successful candidate will be responsible for audio-typing, managing administrative tasks, providing diary management, and ensuring smooth day-to-day operations for both Partners.

Day to Day Responsibilities include but not limited to:

• Dictation and audio transcription.

• Manage and coordinate diaries, scheduling meetings and appointments efficiently.

• Handle correspondence, emails, and calls on behalf of the Partners, ensuring prompt responses.

• Type notes and correspondence from both audio dictation and copy typing.

• Assist with document preparation, formatting, and proofreading.

• Process and manage billing and expense reports.

• Organise and maintain confidential client records and documentation.

• Liaise with high-net-worth clients in a professional and discreet manner.

• Support in preparing presentations, reports, and other materials as needed.

• Handle travel arrangements, including booking hotels and transport.

• Assist with ad-hoc tasks and projects as required to support the Partners and wider team.

Qualifications, Experience & Skills required

• Dictation and audio transcription experience is essential.
• Previous experience as a PA or Executive Assistant, ideally within professional services (e.g., accounting, legal, financial services).

• Proven experience supporting senior professionals with varying working styles and preferences.

• Strong background in general administration and office management.

• Experience working with high-net-worth individuals and handling confidential information with discretion.

• Exceptional organisational skills – ability to multitask and prioritise effectively.

• Strong communication skills – both written and verbal, with a professional and courteous approach.

• Proactive and adaptable – comfortable working independently and as part of a team.

• Excellent attention to detail – ensuring accuracy in all work.

Our Vision:
We are creating a sustainable business where our people love to work, clients grow from our advice, and we achieve great things together.

What Makes Us Different:
Established 130 years ago, Wilson Wright is now part of BKL, an accounting, tax, and business advisory firm based in London.

As a longstanding member of DFK International, a global association of accounting firms, we support our clients worldwide when needed.

Our clients range in size from small sole traders to multinational groups. We believe they all have one thing in common: they want cutting-edge technical excellence with a hands-on, professional, and personal service that they can rely on to add value and deliver results.

Our holistic approach to service delivery means that our clients always have a central point of contact with a person who understands their issues. It also means our people understand a client's needs from every angle.

We aim to inspire and support each other to be at our best, so we can make a lasting difference to our clients, the community, and our firm. Take a look at this video to hear from our employees about our working environment: https://www.youtube.com/embed/Izh8sNb4AHM.

Inclusion, diversity, and talent development are fundamental aspects of who we are, and we welcome applications from candidates who share and champion these values. You will play an integral part in helping to make this a great place to work.

What We Value

• Think Big:
  We are always challenging ourselves to think differently and reimagine what’s possible. This happens when we are open to new ideas: brave in how we suggest them, curious about exploring them, and enthusiastic in how we make them work.
• In It Together:
  We are a business for everyone. We work together and care about each other so that we can all achieve our best. By building a more inclusive culture, we enable innovation and growth. Our choices, decisions, and actions have a positive impact on our people, our society, and the environment, helping create a sustainable business.
• Take Pride:
  We work with conviction, seeking to be the best version of ourselves in everything we do. This belief is rooted in the confidence we have in ourselves, our team, our work, and our business. We understand and believe that we can all achieve remarkable things.
• Do the Right Thing:
  We value fairness, honesty, and integrity above all else. We speak openly and fairly with each other to build relationships based on trust and respect. We’re accountable for our actions and do what we say we’ll do, even if it’s not easy.
• Enjoy It:
  We bring our whole selves to work every day – free to express our beliefs and share our unique perspectives in all that we do. We enjoy our time at work and know it’s also important to enjoy our time at home. We laugh, have fun, and make this part of what we’re known for.

Commitment to Information Security and Data Protection

At Wilson Wright and BKL, we are committed to maintaining the highest standards of information security and data protection through a comprehensive framework of policies and procedures. As part of this role, you will be expected to stay informed about these policies and ensure full compliance at all times. Adherence to our policies is critical, and failure to comply may result in disciplinary action in line with company procedures.