Intake Specialist/CSR Outbound - Data Entry Specialist MicroSourcing

2.0 - 6.0 years

0 Lacs

patiala, punjab

On-site

Role Overview: As an Accounting Data Entry Specialist at MicroSourcing, you will be responsible for various tasks related to tax preparation and client communication. Your role will involve outbound calls to clients, preparing tax organizers, reviewing client documents, collaborating with teams, and ensuring the accuracy of tax returns. You will play a crucial part in delivering the best possible outcomes for the clients. Key Responsibilities: - Conduct outbound calls to clients for follow-ups and clarification on missing items - Prepare tax organizers for filing various tax returns - Assist Tax Preparers in reviewing IRS Transcripts and client documents - Collaborate with different teams to...

Posted 6 days ago

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Accounting Data Entry Specialist MicroSourcing

2.0 - 6.0 years

0 Lacs

patiala, punjab

On-site

Role Overview: As an Accounting Data Entry Specialist at MicroSourcing, you will be responsible for conducting outbound calls to clients for follow-ups, preparing tax organizers, reviewing IRS transcripts, ensuring all necessary client documents are received and entered correctly, collaborating with teams for tax return preparation, and entering client data into tax software. You will also review tax returns for completeness and assist in other duties as assigned by management. Key Responsibilities: - Conduct outbound calls to clients for follow-ups and clarifications - Prepare tax organizers for various tax returns - Review IRS transcripts and confirm income entries - Ensure all required cl...

Posted 1 week ago

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