Key Responsibilities :
- Handle customer interactions through live chat in a timely, professional, and accurate manner.
- Assist customers with questions related to U.S. individual income tax returns.
- Independently resolve customer inquiries while delivering an exceptional customer experience.
- Achieve first-contact resolution whenever possible.
- Maintain accurate documentation and detailed chat notes for future reference.
- Provide guidance and recommended next steps while ensuring compliance with U.S. tax laws and regulations.
- Meet established service levels, productivity, and quality standards.
Required Skills & Experience :
- Minimum 3 years of hands-on experience in preparing, reviewing, or supporting:
- Form 1040
- Form 1040-NR
- Form 1040-SR
- Working knowledge of U.S. Tax Live / Expert Assist service models.
- Strong understanding of U.S. individual taxation and compliance requirements.
- Ability to explain technical tax matters in simple, customer-friendly language.
- Strong analytical,
problem-solving, and customer service skills.
- Experience working in a live chat or customer support environment is preferred.
Educational Qualification :
- Bachelor's Degree in Accounting, Finance, Commerce, or related field.
- MBA (Accounting/Finance) preferred.
Language & Communication Skills:
- Excellent written and verbal English communication skills.
- Ability to communicate clearly, concisely, and professionally through chat.
- English proficiency at B2+ level or higher.
Preferred Attributes:
- Customer-centric mindset.
- Strong attention to detail and accuracy.
- Ability to work independently in a fast-paced environment.
- Solid documentation and case management skills.
If you are passionate about U.S. taxation and enjoy helping customers solve complex tax issues, we'd love to hear from you. Apply now
📌 US Tax Preparer (Ahmedabad)
🏢 PACIFIC GLOBAL SOLUTIONS
📍 Ahmedabad
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.