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For Companies At a Glance
- Tasks: Support clients with tax queries and ensure smooth communication between teams.
- Company: Dynamic company focused on customer experience and support.
- Benefits: 22 days annual leave, healthcare perks, professional development, and more.
- Why this job: Join a team where your organisational skills make a real difference for clients.
- Qualifications: Customer service experience and strong communication skills are essential.
- Other info: Fast-paced environment with opportunities for growth and learning.
The predicted salary is between 30000 - 42000 ÂŁ 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?
About the Role
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 KPI's with regards to calling prospective service upgrades and client retention.
- Contact clients to obtain missing application or payment information.
- Oversee and process changes to client's 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.
Tax Support Executive in Farnham 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
✨Tip Number 1
Get to know the company! Research StudySmarter and understand our values and mission. This will help you tailor your conversations during interviews 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 or family member to build your confidence and refine your communication style.
✨Tip Number 3
Show off your organisational skills! During interviews, share examples of how you've managed multiple tasks or projects. Highlighting your ability to prioritise and stay organised will resonate well with us, especially for the Tax Support Executive role.
✨Tip Number 4
Don’t forget to follow up! After your interview, send a quick thank-you email. It’s a great way to reiterate your interest in the position and keep the lines of communication open. Plus, it shows us that you’re proactive!
We think you need these skills to ace Tax Support Executive in Farnham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Tax Support Executive role. Highlight your admin experience, organisational skills, and any customer service roles you've had. We want to see how you can connect with our clients!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about providing great customer experiences and how you can help us retain clients. Keep it friendly and professional, just like we do at StudySmarter.
Show Off Your Communication Skills: Since this role involves a lot of client interaction, make sure your written application showcases your communication skills. Use clear, concise language and check for any typos or errors. We love attention to detail!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join the StudySmarter team!
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 they’re looking for.
✨Showcase Your Customer Service Skills
Since this role is all about providing a great customer experience, be ready to share specific examples from your past work where you’ve excelled in customer service. Highlight situations where you retained clients or resolved issues effectively, as this will demonstrate your capability in handling client queries.
✨Demonstrate Your Organisational Skills
Given the importance of organisation in this role, prepare to discuss how you manage your time and tasks. You could mention tools or methods you use to keep track of client information and ensure nothing falls through the cracks. This will show that you can handle the fast-paced environment they’re looking for.
✨Prepare Questions for Them
Interviews are a two-way street, so think of insightful questions to ask about the team dynamics, company culture, or how success is measured in this role. This not only shows your interest but also helps you gauge if the company is the right fit for you.
