At a Glance
- Tasks: Support clients with tax queries and ensure smooth onboarding with our Tax specialists.
- Company: Dynamic company focused on delivering exceptional customer service in the tax sector.
- Benefits: 22 days annual leave, professional study support, healthcare perks, and more.
- Why this job: Join a supportive team and make a real difference in clients' financial journeys.
- Qualifications: Customer service experience, strong communication skills, and IT literacy required.
- Other info: Fast-paced environment with opportunities for personal and professional growth.
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
Tax Support Executive in Guildford 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 Guildford
✨Tip Number 1
Get to know the company! Research StudySmarter and understand our values and culture. 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 communication skills! Since you'll be on the phone a lot, try role-playing with a friend or family member. This will help you feel more confident when speaking with clients and handling their queries.
✨Tip Number 3
Be proactive! If you notice any gaps in your knowledge about tax or customer service, take the initiative to learn more. This will not only boost your confidence but also impress us during the interview process.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows that you're tech-savvy and comfortable navigating online platforms, which is key for this role.
We think you need these skills to ace Tax Support Executive in Guildford
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, tailor it to reflect your experience in customer service and any relevant admin roles. We love seeing how you've retained customers and provided top-notch service in the past!
Be Clear and Confident: Since communication is key for 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 Tax Support Executive role. We can’t wait to hear from you!
How to prepare for a job interview at IN-SYNC Group
✨Know Your Stuff
Before the interview, make sure you understand the basics of tax support and the role itself. Familiarise yourself with common tax terms and processes, as well as the services the company offers. This will show your enthusiasm and help you answer questions confidently.
✨Show Off Your Organisational Skills
Since this role requires outstanding organisational skills, be ready to discuss how you've managed multiple tasks in previous jobs. Prepare examples that highlight your ability to prioritise and stay on top of deadlines, especially in a fast-paced environment.
✨Practice Your Communication
As you'll be communicating with clients regularly, practice your telephone manner and active listening skills. Consider doing mock interviews with a friend or family member to refine your responses and ensure you come across as clear and confident.
✨Demonstrate Your Customer Focus
Think of specific instances where you've gone above and beyond for customers. Be prepared to share these stories during the interview to illustrate your commitment to providing excellent service and retaining clients, which is crucial for this role.