Client Support and Finance Administrator
Part-Time/ Permanent
Guildford -Central
Hours: 21 hours
£24-30k (Pro rata)
Our client, a global financial services company in Guildford are currently seeking a highly organised and proactive individual to join their team as a Client Support and Finance Administrator!
As a key member of their team, you will provide crucial support to their clients and contribute to the smooth operation of their tax compliance services.
Key Responsibilities:
- Provide comprehensive administrative support to the team, ensuring efficient and effective workflow.
- Deliver excellent telephone customer service, addressing client inquiries and concerns in a professional and timely manner.
- Assist in onboarding clients onto relevant systems, including conducting necessary anti-money laundering (AML) checks.
- Maintain accurate and up-to-date client data, including addresses, on various platforms
- Handle incoming and outgoing mail, scanning, and distributing it to the appropriate team member.
- Manage and review clients online accounts with HMRC to ensure compliance.
- Maintain client trackers, ensuring accurate and updated information is available.
- Prepare standard HMRC letters and assist in packaging and uploading tax returns and other documents to client portals.
- Provide general administrative support to the team and assist with any client-related tasks as needed.
- Assist in US tax administration, including printing returns, updating work-paper files, and preparing engagement letters.
- Manage finance administration tasks, specifically in Xero, such as invoicing, inputting external invoices, chasing client payments, and maintaining client/supplier details.
- Support global billing coordination and manage client and supplier lists.
Skills/ Qualifications:
- Strong organisational and time management skills, with the ability to prioritise tasks effectively.
- Excellent customer service and communication skills.
- Proficiency in using Xero or similar accounting software
- Meticulous attention to detail and accuracy
- Ability to work independently and collaboratively as part of a team
- Prior experience in tax compliance support or a similar role is desirable.
If this is for you then you should apply today! If you know someone else who may be suitable, please pass on their details or ask them to apply!
Click on the apply button or call me, Annie for more information on the role on
Note: Please note that due to the high volume of applications received, only shortlisted candidates will be contacted.
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