Customer Service Administrator

Confidential; Farnham; On-site; GBP 24,000 - 29,000; Full time

Benefits offered by this job

22 days holiday

NEST Pension

On-site parking

Cycle to Work

Medicash health plan

ILM training

Job summary

Confidential, based in Farnham, seeks a Customer Service Administrator for its Tax Department to handle client inquiries, maintain records and assist with tax return preparation.

You will support Tax Specialists, manage documents and ensure timely, accurate work. Full training is provided, and the role offers development within tax administration.

Qualifications

• Strong organisational skills and the ability to prioritise tasks effectively.
• Excellent communication 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 meet 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: Communicate with clients by telephone, email and post to answer enquiries, request relevant information and provide updates on their tax returns.
• Administrative Support: Assist Tax Specialists with daily administrative tasks, ensuring work is completed accurately and within required deadlines.
• Financial Record-Keeping: Record and maintain financial transactions, including sales, purchases, income, receipts and payments.
• Database Management: Maintain accurate client details, update databases and ensure records reflect the latest information.
• Document Management: Organise and maintain electronic and paper records in accordance with internal procedures and data protection requirements.
• Tax Return Support: Help gather and organise the information required to support the preparation and timely submission of clients' tax returns.
• Process Improvement: Follow established procedures and identify opportunities to improve administrative efficiency and the quality of client service.
• Team Collaboration: Work collaboratively with colleagues to support the smooth running of the Tax Department and deliver a professional service to clients.

Skills

Organisational skills

Communication skills

Proactive & flexible

Attention to detail

Deadline oriented

MS Word

MS Excel

MS Outlook

Team player

Independent worker

Job description

Customer Service Administrator

Location: Farnham

Salary: 26,500 + Benefits

About the Role

A professional accountancy firm based in Farnham is looking for an organised, motivated and customer-focused Customer Service Administrator to join its Tax Department.

This is an excellent opportunity for someone who enjoys helping people, keeping information organised and ensuring tasks are completed accurately and on time.

You will work closely with experienced Tax Specialists, providing administrative support and helping clients meet their tax obligations.

The successful candidate will play an important role in maintaining accurate financial records, communicating with clients, managing documentation and supporting the preparation and submission of tax returns to HMRC.

Previous experience in tax or accountancy is not essential, as full training will be provided. This position is ideal for someone who is eager to learn, develop new skills and build a career in tax administration.

Key Responsibilities

• Client Communication: Communicate with clients by telephone, email and post to answer enquiries, request relevant information and provide updates on their tax returns.
• Administrative Support: Assist Tax Specialists with daily administrative tasks, ensuring work is completed accurately and within required deadlines.
• Financial Record-Keeping: Record and maintain financial transactions, including sales, purchases, income, receipts and payments.
• Database Management: Maintain accurate client details, update databases and ensure records reflect the latest information.
• Document Management: Organise and maintain electronic and paper records in accordance with internal procedures and data protection requirements.
• Tax Return Support: Help gather and organise the information required to support the preparation and timely submission of clients' tax returns.
• Process Improvement: Follow established procedures and identify opportunities to improve administrative efficiency and the quality of client service.
• Team Collaboration: Work collaboratively with colleagues to support the smooth running of the Tax Department and deliver a professional service to clients.

Essential Skills and Requirements

The ideal candidate will have:

• Strong organisational skills and the ability to prioritise tasks effectively.
• Excellent communication 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 meet 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.

Desirable Experience

The following experience or knowledge would be beneficial but is not essential:

• Experience working with self-employed individuals or operatives.
• An understanding of personal taxation, accountancy or financial administration.
• Previous experience in a customer service, office administration or finance-related role.

Salary and Benefits

The position offers a salary of 26,500 per annum, alongside the following benefits:

• Full-time, permanent employment.
• 22 days of annual leave, increasing to 25 days with length of service.
• Workplace pension through NEST, subject to applicable eligibility and enrolment criteria.
• On-site parking.
• Cycle to Work Scheme.
• Access to Medicash, including a healthcare cash plan and additional benefits.
• Professional development opportunities, including training support and an ILM training partnership.