My client is seeking an experienced Finance Assistant to join their Finance team. Reporting to the Finance Manager, the Finance team are responsible for the day to day running of the client bank account management for Self-Assessment Tax function and to support the busy and growing Tax Client Portfolio.
As part of a busy and fast paced team you will be responsible for multimillion pound bank account reconciliations and creating invoices and disbursement of SA rebates from HMRC to clients & Inter-company transactions. Providing timely resolution to queries.
You will:
- Manage Client Account Reconciliation; including allocating self-assessment receipts and calculating disbursements
- Produce invoicing data for our outsourcing partners.
- Provide daily/weekly payments of Self-Assessment rebates.
- Generate Self-Assessment invoices.
- Handle credit control collection across all client products and liaison with underwriting.
- Communicate with clients in a timely manner by telephone and email.
- Ensure clients are kept up-to-date and successfully resolve any issues and queries.
- Build relationships both internally and externally with colleagues, clients, suppliers and third parties.
- Follow departmental processes and procedures, ensuring compliance is adhered to in all instances.
- Identify any process/procedure improvements to positively impact standards, efficiencies and profitability