Finance Assistant

Job Title: Finance Assistant

Location: Farnham

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 Finance Assistant with a strong background and in Self Assessment and good knowledge of Tax Rules to join them.

Finance 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.

Finance 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.


• Strong attention to detail with excellent analytical and problem-solving skills.


• Ability to work independently and as part of a team, with strong communication and interpersonal skills.


• Knowledge of current tax legislation and compliance requirements.


• Relevant professional qualifications (e.g., AAT, ACCA) are an advantage.


• Experience in an Accountancy role.

What We Offer:

• A competitive salary and benefits package.


• Opportunities for professional development and career progression.


• A supportive and collaborative work environment.


• 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! Please click apply today and you will receive a call back within the next 48 hours.

We look forward to hearing from you!