Job Description
Do you enjoy admin, have outstanding organisational skills and a passion for providing a great customer experience? Do you find that Sales isnt 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, youll be the connecting force between Sales and our Tax specialistsmaking 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, youll help us deliver with speed, accuracy and impact.
Youll also build strong, ongoing relationships with clients by being their go-to contact for queries and updates. Youll 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
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