● Minimum 4 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.
● Handle live customer chat interactions by providing timely, accurate, and qualified 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.
📌 US Tax (Ahmedabad)
🏢 Pacific Group of Companies
📍 Ahmedabad
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