Customer Service Executive

Job Summary:

We are hiring a Customer Service Executive to manage coordination between customers, the sales team, and the tax preparation team. The role involves document collection, workflow management, client communication, and timely follow-ups required for accurate US tax return processing. This is a full-time night shift role aligned with US business hours.

Role & responsibilities

• Coordinate between clients, sales team, and the tax preparation team for smooth process flow.
• Collect, review, and organize customer documents such as W-2, 1099, passport, and tax questionnaires.
• Share verified documents with the preparation team and track the status of each tax return.
• Communicate preparation team queries to clients and collect required information.
• Follow up with customers for missing documents, pending payments, signatures (Form 8879), and approvals.
• Maintain accurate case status in CRM, Excel trackers, or workflow tools.
• Send draft and final tax returns to clients and ensure timely closure of all cases.
• Provide daily/weekly updates on pending, in-progress, and completed files.

Preferred candidate profile

• 0-1 years of experience in client coordination, customer service, operations, or documentation handling.
• Strong English communication skills (written and verbal).
• Excellent follow-up ability and time-management skills.
• Ability to work full-time night shifts (9 PM to 6 AM).
• Experience in US Taxation, accounting, or BPO processes is an added advantage.
• Proficiency in MS Office, Excel, CRM, or workflow management tools.
• Detail-oriented, organized, and able to manage multiple client cases simultaneously.

What We Offer:

• Structured training on US Taxation processes.
• Career growth opportunities.
• Supportive and process-driven work environment.
• Performance-based incentives.

How to Apply:

Email your resume to: grakesh@mstaxa.com

Contact: +91-7674942832