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 specialists 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
Robust 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