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You will be responsible for the daily management of client bank accounts while also supporting the busy and expanding Tax Client Portfolio.
This is a full time permanent position, paying a competitive salary of 24,000 with hybrid working offered after probation!
Key Responsibilities
- Reconcile client accounts, accurately allocating self-assessment receipts and calculating disbursements
- Prepare and provide invoicing data to our outsourcing partners
- Process daily and weekly payments for Self-Assessment rebates
- Generate and manage Self-Assessment invoices efficiently
- Oversee credit control collections across all company products and coordinate closely with the underwriting team
- Maintain timely and effective communication with clients via phone and email, promptly resolving any issues or queries
- Develop and sustain strong relationships with colleagues, clients, suppliers, and third parties
- Adhere strictly to departmental processes and procedures, ensuring full compliance
- Proactively identify and suggest improvements to processes and procedures to enhance standards, efficiency, and profitability
Key Skills
- Strong understanding of accountancy and tax regulations
- Experience in an office or accountancy environment
- Excellent IT skills, including advanced proficiency in Microsoft Excel and the ability to navigate complex bespoke systems
- Ability to work both independently and as part of a team
- High level of accuracy, numeracy, and attention to detail
- Proactive and able to adapt to changing circumstances
- Strong time management skills with the ability to meet strict deadlines
- Effective and confident communication skills, both written and verbal
If you know someone suitable for this role, share the word and through our referral scheme receive up to 250! Click herefor further details on our recommendation scheme. This is just one of the many roles we are working on at the Sammons Recruitment Group. Please visit our website (url removed) for full details on all Permanent, Temporary and Contract career opportunities we are actively seeking candidates for. Recruiting on the basis of Talent, we are committed to supporting and promoting diversity in the workplace and consider all applications. Any salary advertised is for search purposes only. If you have not heard from us within 7 days you will have not been successful on this occasion, however, we would welcome your application for alternative vacancies.
