Finance Assistant

2 weeks ago

Farnham, United Kingdom IN-SYNC Full time

Do you enjoy admin and love working with numbers? Are you looking to gain experience in a financial environment?

Great news We have an exciting opportunity within our Finance Team

Our Finance team is responsible for the day-to-day running of the client bank account management for the Self-Assessment Tax function and for supporting the busy and growing Tax Client Portfolio.

As part of a busy and fast-paced team, the Finance Assistant will be responsible for multimillion-pound bank account reconciliations, creating invoices & disbursement of SA rebates from HMRC to clients and inter-company transactions, and providing timely resolution to queries.

Check us out

About the Role

In this Finance Assistant role, your duties would include:

  • Client account reconciliation, including allocating self-assessment receipts and calculating disbursements
  • Producing invoicing data for our outsourcing partners
  • Daily/weekly payments of Self-Assessment rebates
  • Generating Self-Assessment invoices
  • Credit control collection across all IN-SYNC products and liaising with Underwriting
  • Communicating with clients in a timely manner by telephone and email
  • Ensuring clients are kept up-to-date and successfully resolving any issues and queries
  • Building relationships both internally and externally with colleagues, clients, suppliers and third parties.
  • Following departmental processes and procedures, ensuring compliance is adhered to in all instances.
  • Identifying any process/procedure improvements to positively impact standards, efficiencies and profitability.
Benefits
  • 22 days holiday (rising by 1 day per year to a max of 25 days)
  • Pension plan
  • Professional study support
  • Healthcare cash plan via Medicash
  • Cycle to Work Scheme
  • Free on-site parking
  • Training partnership with ILM
  • Hybrid working
Additional Information

Our working hours are Monday to Thursday, 8.30am-5.30pm, and Friday, 8.30am - 5.00pm.

All applications require the right to work in the UK; we don't currently hold a licence to provide work sponsorship.

Essential Skills
  • Understanding of accountancy and tax rules
  • Experience within an office or accountancy environment
  • Excellent IT skills - advanced Microsoft Excel knowledge and the ability to use complex bespoke systems
  • Ability to work independently and as part of a team
  • Excellent accuracy, numeracy, and attention to detail
  • Resilient and pro-active
  • Good time management with the ability to work to strict deadlines
  • Ability to communicate effectively and confidently, both written and verbally

If you tick these boxes, then we'd love to speak to you Apply for this Finance Assistant role today

Desirable Skills
  • Previous experience working financially with self-employed workers
  • Experience working with clients and client account monies
  • Knowledge of accountancy practices or part qualification AAT, if possible
Are you IN-SYNC?

We're leading the way in self-employed financial services. Want to be part of it?

We're a fast-moving business that never stands still; we constantly innovate and improve. We offer coaching and professional study support in a fun and friendly environment. At IN-SYNC, you'll be challenged and trusted to use your expertise and initiative to grow.

We put people first, whether it's our team, our customers, or our business partners, in our mission to help self-employed people. We feel everybody has a role to play, and by working together, we can make this vision a reality.

If you're looking for a career and not just a job, you're in the right place. We like people with the courage to challenge, the hunger to succeed, and the motivation to just get things done.

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