PACIFIC GROUP OF COMPANIES
Job Description
Tax Chat Expert
US Operations (Hyderabad) US Taxation | Live Chat / Expert Assist Process
Designation
Grade
Tax Chat Expert P3

Desired Skills
Minimum 3 years of hands-on experience in preparing, reviewing, or supporting U.S. individual
income tax returns, including Forms 1040, 1040-NR, and 1040-SR, with the ability to leverage this
expertise to effectively assist customers in a live, real-time chat support environment. Working
knowledge of US Tax Live / Expert Assist service models.
Ability to communicate technical tax concepts in plain, jargon-free language that keeps customers
informed without overselling or overpromising.

Job Description
Handle live customer chat interactions by providing timely, accurate, and professional assistance,
while independently resolving customer inquiries and delivering a seamless customer experience.
Strive to achieve first-contact resolution through a single chat interaction whenever possible, ensuring
customer inquiries are resolved within established turnaround time and service level expectations.




Document key notes and outcomes from each chat so that other experts can refer back to them later.
Provide customers with accurate guidance and recommended next steps while ensuring full adherence
to applicable tax laws, regulations, and compliance requirements.

Qualification
Bachelor's degree in Accounting, Finance, or a related field (M.B.A in Accounting and Finance
preferred).

Language & Computer Proficiency
Solid written and verbal English communication skills, including the ability to communicate clearly,
concisely, and effectively through chat-based interactions. Candidates should also demonstrate

English language proficiency at a B2+ level or higher.
Behavioural Competencies (ASK Framework)

Flexible to work U.S. shifts, primarily EST hours.
Strong customer-service orientation with a compliance-first mindset

Flexibility in completing 8 Productive hours

Shift timings - 5:00 PM to 2:30 AM ( Night shift allowance will be provided )

📌 Chat Support Tax Preparation (1040) (Hyderabad)
🏢 PACIFIC GLOBAL SOLUTIONS
📍 Hyderabad