Tax Support Executive - Farnham - IN-SYNC Group

    IN-SYNC Group
    IN-SYNC Group Farnham

    2 days ago

    Full time
    Description
    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 RoleAs 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
    BenefitsOn-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

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