Customer Service Administrator

Mulberry Recruitment; Farnham; On-site; CAD 45,000 - 55,000; Full time

Benefits offered by this job

Full-time, permanent employment

22 days annual leave, increasing to 25

NEST workplace pension

On-site parking

Cycle to Work Scheme

Medicash access with healthcare cash?l

ILM training partnership

Job summary

Mulberry Recruitment Ltd is seeking a Customer Service Administrator for a professional accountancy firm in Farnham. You will join the Tax Department, providing administrative support, handling client communications, and helping meet tax obligations.

The role involves maintaining accurate records, organizing documentation and supporting tax return preparation and submission to HMRC. Training will be provided, ideal for someone eager to learn and build a career in tax administration.

Qualifications

• Strong organisational skills and ability to prioritise tasks effectively.
• Excellent communications skills, including a confident and professional telephone manner.
• A proactive and flexible approach to work, with the ability to manage competing priorities in a busy environment.
• Good attention to detail and a commitment to maintaining accurate records.
• The ability to work towards targets and deadlines while maintaining high standards of customer service.
• Good IT skills, including working knowledge of Microsoft Word, Excel and Outlook.
• A positive attitude, willingness to learn and enthusiasm for developing new skills.
• The ability to work independently when required and contribute positively to a team.

Responsibilities

• Client communication: respond to enquiries by phone, email and post and provide updates on tax returns.
• Administrative support: assist Tax Specialists with daily tasks and meet deadlines.
• Financial record-keeping: record and maintain sales, purchases, income, receipts and payments.
• Database management: keep client details up to date and ensure records reflect latest information.
• Document management: organize and maintain electronic and paper records per procedures and data protection.
• Tax return support: gather and organize information to support preparation and timely submission of tax returns.
• Process improvement: follow procedures and identify opportunities to improve efficiency and service quality.
• Team collaboration: work with colleagues to support smooth Tax Department operations.

Skills

Organisational skills

Communication skills

Proactive mindset

Attention to detail

Deadline oriented

IT skills

Positive attitude

Independent worker

Tools

Microsoft Word

Excel

Outlook

Job description

CustomerServiceAdministrator

Location:Farnham

Salary:£26,500+Benefits

AbouttheRole

AprofessionalaccountancyfirmbasedinFarnhamislookingforanorganised,motivatedandcustomer-focusedCustomerServiceAdministratortojoinitsTaxDepartment.

Thisisanexcellentopportunityforsomeonewhoenjoyshelpingpeople,keepinginformationorganisedandensuringtasksarecompletedaccuratelyandontime.

YouwillworkcloselywithexperiencedTaxSpecialists,providingadministrativesupportandhelpingclientsmeettheirtaxobligations.

Thesuccessfulcandidatewillplayanimportantroleinmaintainingaccuratefinancialrecords,communicatingwithclients,managingdocumentationandsupportingthepreparationandsubmissionoftaxreturnstoHMRC.

Previousexperienceintaxoraccountancyisnotessential,asfulltrainingwillbeprovided.Thispositionisidealforsomeonewhoiseagertolearn,developnewskillsandbuildacareerintaxadministration.

KeyResponsibilities

• ClientCommunication:Communicatewithclientsbytelephone,emailandposttoanswerenquiries,requestrelevantinformationandprovideupdatesontheirtaxreturns.
• AdministrativeSupport:AssistTaxSpecialistswithdailyadministrativetasks,ensuringworkiscompletedaccuratelyandwithinrequireddeadlines.
• FinancialRecord-Keeping:Recordandmaintainfinancialtransactions,includingsales,purchases,income,receiptsandpayments.
• DatabaseManagement:Maintainaccurateclientdetails,updatedatabasesandensurerecordsreflectthelatestinformation.
• DocumentManagement:Organiseandmaintainelectronicandpaperrecordsinaccordancewithinternalproceduresanddataprotectionrequirements.
• TaxReturnSupport:Helpgatherandorganisetheinformationrequiredtosupportthepreparationandtimelysubmissionofclients’taxreturns.
• ProcessImprovement:Followestablishedproceduresandidentifyopportunitiestoimproveadministrativeefficiencyandthequalityofclientservice.
• TeamCollaboration:WorkcollaborativelywithcolleaguestosupportthesmoothrunningoftheTaxDepartmentanddeliveraprofessionalservicetoclients.

EssentialSkillsandRequirements

Theidealcandidatewillhave:

• Strongorganisationalskillsandtheabilitytoprioritisetaskseffectively.
• Excellentcommunicationskills,includingaconfidentandprofessionaltelephonemanner.
• Aproactiveandflexibleapproachtowork,withtheabilitytomanagecompetingprioritiesinabusyenvironment.
• Goodattentiontodetailandacommitmenttomaintainingaccuraterecords.
• Theabilitytoworktowardstargetsandmeetdeadlineswhilemaintaininghighstandardsofcustomerservice.
• GoodITskills,includingworkingknowledgeofMicrosoftWord,ExcelandOutlook.
• Apositiveattitude,willingnesstolearnandenthusiasmfordevelopingnewskills.
• Theabilitytoworkindependentlywhenrequiredandcontributepositivelytoateam.

DesirableExperience

Thefollowingexperienceorknowledgewouldbebeneficialbutisnotessential:

• Experienceworkingwithself-employedindividualsoroperatives.
• Anunderstandingofpersonaltaxation,accountancyorfinancialadministration.
• Previousexperienceinacustomerservice,officeadministrationorfinance-relatedrole.

SalaryandBenefits

Thepositionoffersasalaryof£26,500perannum,alongsidethefollowingbenefits:

• Full-time,permanentemployment.
• 22daysofannualleave,increasingto25dayswithlengthofservice.
• WorkplacepensionthroughNEST,subjecttoapplicableeligibilityandenrolmentcriteria.
• On-siteparking.
• CycletoWorkScheme.
• AccesstoMedicash,includingahealthcarecashplanandadditionalbenefits.
• Professionaldevelopmentopportunities,includingtrainingsupportandanILMtrainingpartnership.