Roles and Responsibilities

- Make outbound and receive inbound calls from US-based clients regarding tax-related matters.
- Collect required tax documents (W-2s, 1099s, K-1s, bank statements, etc.) from clients.
- Explain document requirements and tax return preparation processes.
- Follow up with clients for missing information or clarification.
- Schedule appointments between clients and tax professionals when needed.
- Maintain accurate records of client interactions in tax software.
- Verify client information for accuracy and completeness.
- Assist tax preparers by organizing and reviewing client documentation.

Required Skills

- Strong verbal communication and active listening skills.
- Valuable English speaking skills, especially with US clients.
- Basic understanding of US tax concepts (W-2, 1099, deductions, filing status, etc.).
- Customer service and problem-solving abilities.
- Attention to detail and organizational skills.
- Familiarity with Microsoft Excel and tax software (such as Drake).
- Ability to work in US shift timings.

📌 US Taxation Associate(calling department) (Hyderabad)
🏢 Mhrtaxandaccounting
📍 Hyderabad