Financial Operations Assistant

4 hours ago

Cranleigh, Surrey, United Kingdom Olympus Recruitment Full time
Job Title:
Financial Operations Assistant

Job Type:
Full-Time

About Us:
Our Client is a dynamic and growing organisation committed to delivering exceptional financial services.

As they expand their team, they are seeking a meticulous and motivated Financial Operations Assistant with a strong background in Self Assessment and good knowledge of Tax Rules to join them.


Financial Operations Assistant - Key Responsibilities:

  • Client Account Reconciliation, including allocating self-assessment receipts and calculating disbursement
  • Ensure compliance with current tax regulations and maintain up-to-date knowledge of tax rules.
  • Support the finance team in managing day-to-day accounting tasks including bookkeeping, invoicing, and reconciliations.
  • Liaise with clients to gather necessary financial information and provide guidance on tax-related queries.
  • Maintain accurate financial records and ensure all documentation is in line with regulatory requirements.
  • Assist in the preparation of financial reports, budgets, and forecasts as needed.
  • Generate Self-Assessment invoices & Daily / weekly payments of Self-Assessment rebates.

Financial Operations Assistant - Qualifications and Experience:

  • Proven experience in Self Assessment and an in-depth understanding of tax rules.
  • A degree in Accounting, Finance, or a related field is preferred.
  • Proficiency in accounting software and Microsoft Office Suite, particularly Excel.
  • Knowledge of current tax legislation and compliance requirements.
  • AAT, ACCA) are an advantage.
  • Experience in an Accountancy role.
A competitive salary and benefits package.

  • Opportunities for professional development and career progression.
  • Flexible working arrangements - the potential for Hybrid work.
If you are a detail-oriented professional with a passion for Finance & Accountancy, we would love to hear from you

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