Finance Administrator

Posted 14 March 2023
Salary £23000 - £25000 per annum
LocationGuildford
Job type Permanent
Discipline Accounting & Finance
ReferenceJE/7771252_1678800530
Contact NameJoanna Engel

Job description

Our Client seeks a Finance Administrator to provide support for individual/private client tax compliance services, liaising with tax authorities, overseas partner firms and clients on a daily basis.

Duties of the Finance Administrator include:

  • Opening and scanning post, dealing with any open items, and passing to relevant person
  • Answering the telephone
  • Organising diaries
  • Dealing with suppliers and ordering stationery
  • Welcoming clients and organising tea/coffee etc for meetings
  • Dealing with couriers and sending out post
  • Contacting IT support / landlord agents to deal with any office related issues.
  • Keep marketing lists up to date
  • Assisting with social media
  • Calling HMRC for tasks including
  • Completing and submitting HMRC forms / applications, including
  • Managing UTR list / HMRC Agent Portal
  • Client ID checks / use of Veriphy software
  • Issue professional clearance letters
  • Completion of engagement letters for new clients
  • Dealing with overseas offices regarding fee quotes
  • Maintaining overseas office contact lists
  • Assisting with conferences / seminars
  • Obtaining foreign exchange rates
  • Simple calculations
  • Short term business visitor reporting
  • Setting up US workpaper PDF files
  • US Tax Administrator
  • Ad-hoc duties

The Finance Administrator may be required to carry out any other duties within reason as requested Senior Management Team. The successful candidate would need excellent communication skills, be highly organised and able to multitask.