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 ensure they feel supported, stay engaged and hear about services that can genuinely help them.
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
• Identify gaps in customers data and contact clients to complete details for quarterly returns
• 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)
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.
• 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.
• An understanding or prior experience of Personal Tax
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