Lameez Masher

UK BASED COMPANY - UK TAX

Roles & Responsibilities
• Provide administrative support to
Accountancy Specialists, including
communicating with clients by phone &
email
• Recording transactions including sales,
purchases, income, receipts, and
payments by our clients
• To ensure that all databases are kept up
to date with progressing work and client
details
• To build effective relationships with
potential clients and existing customers

• To understand and pro-actively support
the work of the Tax Specialists
• Work as part of a team to achieve the departmental standards and objectives

Competencies
1. Tax and accounting knowledge
2. Strong IT skills
3. Communication skills
4. Organizational skills
5. Accuracy
6. Target driven
7. Self-motivated
8. Time management skills
9. Customer service orientation
10. Communicating with impact
11. Customer orientation

Systems Used:
1. Prism
2. Zendesk
3. Horizon

Reason for leaving: Relocated back to family
support system due to completing my final
year of my degree and had fallen pregnant.

Reference: Mantombi Mdhluli – +27 73 910 9700

Purpose
To deliver claims related administrative support
services by investigating customer coverage
and company policy regarding a claim
through the execution of predefined objectives
as per agreed standard operating procedures
(SOPs). Capturing of claims, processing of
refunds, building client relationships, and
processing of member terminations.

Process
1. Accountable for own work quality,
standards and outputs related to policies,
procedures, and defined processes.
2. Proactively identify problems, apply
known solutions, and escalate more
difficult problems.
3. Plan for task execution and adjust
priorities against an established plan.
4. Reconcile specific individual claim
histories.
5. Under guidance, process all new and
adjustments to area specific claims
accurately and timely, ensuring
claimants needs are met within authority
levels.
6. Generate a variety of documents
according to set standards and
prescribed guidelines.
7. Under guidance, contribute to the
provision of a comprehensive
administrative service through the
correct interpretation and application of
procedures.
8. Collates, records, and examines
information to make claim settlement
determinations.

Customer
1. Executes activities to ensure customer
service delivery that meets or exceeds
customer expectations aligned to
Treating the Customer Fairly (TCF)
principles.
2. Escalate problematic queries and client
queries to the correct level to ensure
prompt and effective resolution,
enhancing the client experience.

Finance

1. Adhere to specified standards, policies,
and procedures to prevent potential

Technical Competencies
I. Customer understanding
II. Service delivery
III. Communication skills
IV. Query resolution
V. Building customer loyalty
VI. Administration
VII. Claims knowledge
VIII. Customer advise
IX. Customer relationship management

Behavioural Competencies
1) Organization and attention to detail
2) Interpersonal effectiveness
3) Problem solving and analysis
4) Teamwork and cooperation
5) Customer service orientation
6) Communicating with impact
7) Customer orientation

Systems Used
I. Workflow
II. Illanga/Putty
III. Blueprint
IV. Compass
V. Horizon

Reason for leaving: Better opportunity with
regard to salary and contract agreement being
full time, as well as being more inclined with my field of study.

Reference: Ann Govindasamy – +27 83 375 1593

Daily duties:
1. Filing Documents
2. Updating income and expenditure
spreadsheets
3. Preparing VAT
4. Reconciling bank statements
5. Basic functions on the SARS eFiling system
6. Sundry tasks

Reason for leaving: Company closed down as a
result of COVID-19.

Reference: Michael Gary Suskin – +27 82 551 6500

Daily duties:
1. Filing Documents
2. Updating income and expenditure
spreadsheets
3. Preparing VAT
4. Reconciling bank statements
5. Basic functions on the SARS eFiling system

Reason for leaving: Company closed down as a
result of COVID-19.

Reference: Michael Gary Suskin – +27 82 551 6500

• Financial Accounting Graduate

The primary purpose of the qualification is to provide qualifiers with graduate-level knowledge, specific skills and applied competence that provide for continued personal intellectual growth, gainful economic activity and valuable contributions to society in the fields of Accounting, Auditing, Management Accounting and Income Tax. The second purpose of the qualification is to provide South Africa, and other countries, with graduates in the fields of accounting and auditing. A further purpose of the qualification is to provide qualifiers with a base of further specialisation towards a professional career in accounting, auditing and/or related fields.

Distinctions obtained:
Financial Accounting
Business Management
Auditing
Taxation
Management Accounting
English

• Completed Grade 12 (Matric) with a Bachelor Pass and the highest end of year English mark in the district

• Excel Beginner to Pro Online Course completed.