Senior IT Assistant

IT Assistant for UK Accountancy Firm
• You'll work closely with the managing director to implement a large amount of IT improvements.
• Some more complex areas such as using different APIs to extract and work with data from different systems.
• Working with the data in different systems to arrange it into a different formats or keying new data.

Example work
• Extracting data from Karbon via API into a Google Sheet so that Claude can query it
• Extracting data from Xero using Claude via the API
• Sorting client data in Attio and adding records
• Helping host a form in Cloudflare that can link to Attio
• Helping feed our phone records into Attio via API
• Helping use Claude to write a script in Chrome to extract data from a Website into a Google Sheet


Systems we use
• Karbon HQ – Accountants workflow tool
• Attio – CRM for clients as well a leads
• Xero – bookkeeping software
• Claude – as our primary AI
• Teams – as our internal chat
• Outlook – For email, but Karbon & Attio also used for this purpose
• Google Sheets – for timesheet data

Expectation for average of 20 hours per week. Salary 40,000 (based on 20 hours). Expectation for contract duration of 6 months. There is scope for the right person to increase role to full time and permanent.