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- Tasks: Support clients with tax queries and ensure smooth onboarding with our Tax specialists.
- Company: Dynamic company focused on exceptional customer service and client relationships.
- Benefits: 22 days annual leave, professional study support, and healthcare perks.
- Why this job: Join a fast-paced environment where you can make a real difference for clients.
- Qualifications: Customer service experience, strong communication skills, and IT literacy required.
- Other info: Great opportunities for career growth and development in a supportive team.
The predicted salary is between 30000 - 42000 £ per year.
Do you enjoy admin, have outstanding organisational skills and a passion for providing a great customer experience? Do you find that Sales isn't for you, but you enjoy the challenge of retaining customers and getting them the best service for their needs?
As Tax Support Executive, you'll be the connecting force between Sales and our Tax specialists, making sure every new client has a smooth, confident start to their journey with us. By managing information, coordinating with the Tax team and keeping communication flowing, you'll help us deliver with speed, accuracy and impact.
You’ll also build strong, ongoing relationships with clients by being their go-to contact for queries and updates. You'll ensure they feel supported, stay engaged and hear about services that can genuinely help them.
Key duties for this role:
- Provide administrative support to the Tax Specialists, including communicating with the clients by phone and email.
- Ensure that all databases are kept up to date with progressing work and client details.
- Promote and monitor clients' open banking accounts, ensuring they stay connected and educated on the benefits.
- Meet set KPIs with regards to calling prospective service upgrades and client retention.
- Contact clients to obtain missing application or payment information.
- Oversee and process changes to clients' subscription packages, including upgrades and downgrades.
- Identify gaps in customers' data and contact clients to complete details for quarterly returns.
- Advise clients of additional products and services that may benefit them.
Benefits:
- On-site Parking
- 22 days annual leave, increases to 25 days with Length of Service
- NEST Pensions Auto-enrolment
- Cycle to Work Scheme
- Professional study support and Training Partnership with ILM
- Access to Medicash (Healthcare cash plan & additional perks)
Requirements
Essential:
- Background of working in a fast-paced customer service position, ideally within an office/phone-based environment.
- Comfortable working on the phone for most of your day; clear and confident telephone manner with strong listening skills and objection handling skills.
- Experience in up-selling and cross-selling products or services.
- Driven by targets and departmental objectives.
- IT literate with working knowledge of Microsoft Word, Excel and Outlook.
- Excellent organisation and time management skills, equally capable of working alone using own initiative or taking direction.
- Ability to comfortably prioritise tasks and cope with competing demands, often in a high-pressure scenario.
- Well-developed communication skills, both written and verbal.
- Demonstrates a proactive, positive approach to work.
Desirable:
- An understanding or prior experience of Personal Tax.
- Prior experience working within Construction or logistics industries.
- Prior experience working with HMRC.
Locations
Tax Support Executive in Farnham, Surrey employer: IN-SYNC Group
Contact Detail:
IN-SYNC Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax Support Executive in Farnham, Surrey
✨Tip Number 1
Get to know the company! Research StudySmarter and understand our values and mission. This will help you tailor your conversations and show that you're genuinely interested in being part of our team.
✨Tip Number 2
Practice your phone skills! Since you'll be communicating with clients a lot, make sure you're comfortable on the phone. Try role-playing with a friend to boost your confidence and refine your listening and objection handling skills.
✨Tip Number 3
Be proactive during interviews! Prepare questions about the role and how you can contribute to the team. This shows that you're not just looking for any job, but that you're excited about the Tax Support Executive position specifically.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it gives you a chance to showcase your enthusiasm for joining StudySmarter right from the start.
We think you need these skills to ace Tax Support Executive in Farnham, Surrey
Some tips for your application 🫡
Show Off Your Organisational Skills: Make sure to highlight your outstanding organisational skills in your application. We want to see how you manage tasks and keep everything running smoothly, especially in a fast-paced environment like ours.
Tailor Your Experience: When writing your application, connect your past experiences to the role of Tax Support Executive. We love seeing how your background in customer service can help us provide a great experience for our clients.
Be Clear and Confident: Since communication is key in this role, ensure your written application is clear and confident. Use a friendly tone that reflects your personality, as we value strong communication skills both written and verbal.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at IN-SYNC Group
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the Tax Support Executive role. Familiarise yourself with the key duties and responsibilities mentioned in the job description. This will help you articulate how your skills and experiences align with what the company is looking for.
✨Show Off Your Organisational Skills
Since this role requires outstanding organisational skills, be prepared to share specific examples of how you've successfully managed multiple tasks or projects in the past. Use the STAR method (Situation, Task, Action, Result) to structure your responses and highlight your ability to prioritise effectively.
✨Demonstrate Your Customer Service Passion
The company values a great customer experience, so be ready to discuss your previous customer service roles. Share stories that showcase your ability to build strong relationships, handle queries, and retain clients. Highlight any experience you have with up-selling or cross-selling, as this will be relevant to the position.
✨Prepare Questions for Them
Interviews are a two-way street, so come prepared with thoughtful questions about the company culture, team dynamics, and expectations for the role. This shows your genuine interest in the position and helps you determine if it's the right fit for you.
