Part Time Client Support & Finance Administrator in Guildford

Part-Time Client Support & Finance Administrator

Central location with excellent transport links

15.38 -16.48 per hour (20,000 - 21,500 per annum)

Hours 21 - 25 hours (Flexible hours)

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 workpaper 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 role sounds of interested then apply now or contact Annie for more information, (url removed) or call (phone number removed)

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