Tax Consultancy Team Assistant

5 days ago


Hinckley, Leicestershire, United Kingdom The Portfolio Group Full time
Job Description

We are seeking a skilled Tax Consultancy Team Assistant to support our consultancy team at The Portfolio Group. This role offers a unique opportunity to develop your skills and expertise in tax consultancy services.

Main Responsibilities
  1. Day-to-day management of consultancy cases, ensuring timely completion and high-quality results.
  2. Liaison with the consultancy team to coordinate tasks, set deadlines, and manage expectations.
  3. Reporting on completed cases, including obtaining client reviews to measure satisfaction.
  4. Maintenance and updating of the VIP master client list and data sheets for accuracy.
  5. Providing feedback on consultancy hours used, utilizing CMS system reports for insights.
  6. Assisting with general administrative duties, including checking hours and contract statuses.
  7. Reviewing consultant availability and assigning work effectively for upcoming weeks.
  8. Coordination with outsourced consultancy firms for tailored client services.
Key Skills and Qualifications
  • Proven customer service experience, preferably in a corporate setting.
  • Excellent written and verbal communication skills, with an empathetic approach.
  • Proficiency in Microsoft applications, particularly Excel and Word.
What We Offer
  • A competitive salary of $50,000 - $65,000 per annum.
  • Ongoing training and development opportunities, including apprenticeships.
  • A collaborative and dynamic team environment.

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