1 - 3 years
2 - 3 Lacs
Posted:16 hours ago
Responsibilities:
1. International Voice Process & Client Communication
Client Outreach: Conduct outbound calls and manage inbound inquiries for US-based clients to request missing tax documents, W-2s, 1099s, and financial information.
2. Relationship Management: Act as the primary point of contact for clients, answering basic questions regarding tax document status, filing timelines, and portal navigation with clear, professional English communication.
3. Data Verification: Follow standardized telecalling scripts and workflows to verify client identities, cross-check income/deduction records, and update CRM/database tracking logs accurately.
4. Follow-ups: Manage pipeline tracking for document collection and coordinate with internal tax preparation teams to ensure smooth handoffs.
Free courses, interview questions and practice for each skill.
Work from Office
Full Time
True Tax File And Accounting
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