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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 verballyIf 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