IFA Tax Helpdesk Consultant (Hybrid/Remote)
IFA Tax Helpdesk Consultant (Hybrid/Remote)

IFA Tax Helpdesk Consultant (Hybrid/Remote)

Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Assist clients with tax queries via phone and email, focusing on IHT and CGT.
  • Company: Dynamic financial consulting firm based in Greater London.
  • Benefits: Competitive salary, generous holiday entitlement, and hybrid working options.
  • Why this job: Join a supportive team and enhance your tax knowledge while helping clients.
  • Qualifications: Level 4 qualified with strong communication skills and a passion for tax.
  • Other info: Great opportunity for career growth in a flexible work environment.

The predicted salary is between 36000 - 60000 £ per year.

A financial consulting firm based in Greater London is seeking a Level 4 qualified Technical Consultant to join an IFA technical helpdesk. The successful candidate will manage both telephone and email queries related to various tax areas including IHT and CGT. The role emphasizes clear communication of technical tax information and relationship building. This position offers a competitive salary, generous holiday entitlement, and options for hybrid working depending on the candidate’s location.

IFA Tax Helpdesk Consultant (Hybrid/Remote) employer: IDEX Consulting

Join a dynamic financial consulting firm in Greater London, where we prioritise employee growth and development within a supportive work culture. As an IFA Tax Helpdesk Consultant, you will benefit from a competitive salary, generous holiday entitlement, and the flexibility of hybrid working, all while engaging in meaningful work that enhances your expertise in tax consultancy.
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Contact Detail:

IDEX Consulting Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land IFA Tax Helpdesk Consultant (Hybrid/Remote)

✨Tip Number 1

Make sure you know your stuff! Brush up on the key tax areas like IHT and CGT before any interviews. We want to see you confidently tackle those technical queries.

✨Tip Number 2

Practice your communication skills. Since this role is all about clear communication, try explaining complex tax concepts to a friend or family member. It’ll help you articulate your thoughts better during the interview.

✨Tip Number 3

Network like a pro! Connect with current employees on LinkedIn or join relevant groups. Building relationships can give you insider info and might just land you a referral.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step.

We think you need these skills to ace IFA Tax Helpdesk Consultant (Hybrid/Remote)

Level 4 Qualification
Technical Tax Knowledge
Communication Skills
Relationship Building
Telephone Query Management
Email Query Management
Knowledge of IHT
Knowledge of CGT
Problem-Solving Skills
Customer Service Skills
Attention to Detail

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your Level 4 qualifications and any relevant experience in tax consultancy. We want to see how your skills align with the role, so don’t be shy about showcasing your expertise!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about tax consultancy and how you can contribute to our team. Remember, clear communication is key, so keep it concise and engaging.

Showcase Your Communication Skills: Since the role involves managing queries via phone and email, highlight any previous experience where you’ve effectively communicated complex information. We love candidates who can break down technical jargon into easy-to-understand language!

Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!

How to prepare for a job interview at IDEX Consulting

✨Know Your Tax Stuff

Make sure you brush up on your knowledge of inheritance tax (IHT) and capital gains tax (CGT). Be prepared to discuss specific scenarios or case studies where you've applied this knowledge. This will show that you’re not just familiar with the terms but can also communicate them effectively.

✨Practice Clear Communication

Since the role involves managing queries, practice explaining complex tax concepts in simple terms. You might want to do a mock interview with a friend or family member who isn’t in finance. This will help you refine your ability to convey technical information clearly.

✨Build Rapport

Relationship building is key in this role. Think about how you can demonstrate your interpersonal skills during the interview. Share examples of how you've successfully built relationships in previous roles, especially in high-pressure situations.

✨Ask Insightful Questions

Prepare some thoughtful questions about the company’s approach to client relationships and how they handle complex tax queries. This shows your genuine interest in the role and helps you assess if the company culture aligns with your values.

IFA Tax Helpdesk Consultant (Hybrid/Remote)
IDEX Consulting

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